Tortoise Investment Management, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$960.3M
Holdings
818
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (818 positions)
| Stock | Value |
|---|---|
AVGOBROADCOM INC | $230K |
RTXRTX CORPORATION | $227K |
YUMYUM BRANDS INC | $224K |
IBITISHARES BITCOIN TRUST ETF | $223K |
TLTWISHARES TR | $221K |
SPYXSPDR SER TR | $219K |
LEMBISHARES INC | $215K |
HONHONEYWELL INTL INC | $213K |
4I1PHILIP MORRIS INTL INC | $211K |
USMVISHARES TR | $208K |
ESGUISHARES TR | $208K |
A4SAMERIPRISE FINL INC | $205K |
EBCEASTERN BANKSHARES INC | $205K |
VUGVANGUARD INDEX FDS | $200K |
UNHUNITEDHEALTH GROUP INC | $196K |
VOVANGUARD INDEX FDS | $196K |
NYFISHARES TR | $195K |
ABBVABBVIE INC | $190K |
VCRVANGUARD WORLD FD | $189K |
HIGHARTFORD INSURANCE GROUP INC | $188K |
SCHDSCHWAB STRATEGIC TR | $186K |
COPCONOCOPHILLIPS | $185K |
BACVERIZON COMMUNICATIONS INC | $183K |
IUSGISHARES TR | $183K |
DISDISNEY WALT CO | $183K |
AQLTISHARES TR | $181K |
CMCSACOMCAST CORP NEW | $174K |
HEFAISHARES TR | $173K |
AVREAMERICAN CENTY ETF TR | $169K |
EPDENTERPRISE PRODS PARTNERS L | $168K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $167K |
GEGE AEROSPACE | $167K |
APDAIR PRODS & CHEMS INC | $161K |
VISVANGUARD WORLD FD | $159K |
TXNTEXAS INSTRS INC | $155K |
VXFVANGUARD INDEX FDS | $152K |
NUEMNUSHARES ETF TR | $152K |
CVSCVS HEALTH CORP | $150K |
BABOEING CO | $149K |
SCHQSCHWAB STRATEGIC TR | $148K |
TRCTEJON RANCH CO | $147K |
ESBAEMPIRE ST RLTY OP L P | $147K |
BNDVANGUARD BD INDEX FDS | $146K |
VGTVANGUARD WORLD FD | $145K |
EEMSISHARES INC | $141K |
VOXVANGUARD WORLD FD | $139K |
EFAXSPDR INDEX SHS FDS | $137K |
ADPAUTOMATIC DATA PROCESSING IN | $134K |
SHOPSHOPIFY INC | $134K |
LTPZPIMCO ETF TR | $132K |
ISCGISHARES TR | $132K |
FLJPFRANKLIN TEMPLETON ETF TR | $129K |
DTEDTE ENERGY CO | $128K |
DFATDIMENSIONAL ETF TRUST | $126K |
MPCMARATHON PETE CORP | $126K |
FMATFIDELITY COVINGTON TRUST | $125K |
HBANHUNTINGTON BANCSHARES INC | $125K |
VRIGINVESCO ACTIVELY MANAGED EXC | $124K |
TTTRANE TECHNOLOGIES PLC | $123K |
ISRGINTUITIVE SURGICAL INC | $123K |
USRTISHARES TR | $119K |
ETNEATON CORP PLC | $119K |
VOOVVANGUARD ADMIRAL FDS INC | $118K |
EFVISHARES TR | $117K |
AVMUAMERICAN CENTY ETF TR | $116K |
TSITCW STRATEGIC INCOME FD INC | $115K |
XLCSELECT SECTOR SPDR TR | $113K |
NUDMNUSHARES ETF TR | $111K |
SDYSPDR SER TR | $111K |
ETENERGY TRANSFER L P | $110K |
KOCOCA COLA CO | $110K |
BXBLACKSTONE INC | $109K |
VFHVANGUARD WORLD FD | $108K |
KMBKIMBERLY-CLARK CORP | $108K |
LECOLINCOLN ELEC HLDGS INC | $107K |
CEGCONSTELLATION ENERGY CORP | $106K |
SPGIS&P GLOBAL INC | $106K |
MDLZMONDELEZ INTL INC | $105K |
PRFINVESCO EXCHANGE TRADED FD T | $104K |
MYNBLACKROCK MUNIYIELD N Y QUAL | $104K |
DFSEURDISCOVER FINL SVCS | $104K |
XLVSELECT SECTOR SPDR TR | $104K |
NOCNORTHROP GRUMMAN CORP | $104K |
BACBANK AMERICA CORP | $104K |
ILCBISHARES TR | $104K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $101K |
CGWINVESCO EXCH TRADED FD TR II | $100K |
PDPINVESCO EXCHANGE TRADED FD T | $100K |
PFEPFIZER INC | $99K |
ADBEADOBE INC | $99K |
ROSTROSS STORES INC | $98K |
ACWVISHARES INC | $96K |
AVSFAMERICAN CENTY ETF TR | $95K |
ABTABBOTT LABS | $95K |
TMUST-MOBILE US INC | $95K |
EWEDWARDS LIFESCIENCES CORP | $95K |
MDYSPDR S&P MIDCAP 400 ETF TR | $94K |
VDCVANGUARD WORLD FD | $94K |
LENLENNAR CORP | $94K |
BBEUJ P MORGAN EXCHANGE TRADED F | $94K |