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)

StockValue
AMGNAMGEN INC
$93K
CHDCHURCH & DWIGHT CO INC
$93K
TXNMTXNM ENERGY INC
$92K
AEPAMERICAN ELEC PWR CO INC
$91K
APHAMPHENOL CORP NEW
$90K
DFUVDIMENSIONAL ETF TRUST
$89K
LMTLOCKHEED MARTIN CORP
$88K
IWNISHARES TR
$87K
LOWLOWES COS INC
$85K
DFSIDIMENSIONAL ETF TRUST
$84K
NADNUVEEN QUALITY MUNCP INCOME
$83K
EBNDSPDR SER TR
$81K
HEIHEICO CORP NEW
$80K
SNASNAP ON INC
$78K
BMYBRISTOL-MYERS SQUIBB CO
$78K
HSYHERSHEY CO
$78K
IBBISHARES TR
$77K
YUMCYUM CHINA HLDGS INC
$76K
KRKROGER CO
$74K
VOEVANGUARD INDEX FDS
$73K
LNTALLIANT ENERGY CORP
$70K
AJGGALLAGHER ARTHUR J & CO
$70K
VBILVANGUARD INSTL INDEX FD
$70K
PAAPLAINS ALL AMERN PIPELINE L
$70K
TXRHTEXAS ROADHOUSE INC
$70K
XLUSELECT SECTOR SPDR TR
$70K
XLESELECT SECTOR SPDR TR
$70K
NSCNORFOLK SOUTHN CORP
$69K
JCIJOHNSON CTLS INTL PLC
$69K
COFCAPITAL ONE FINL CORP
$69K
MRSHMARSH & MCLENNAN COS INC
$68K
SBUXSTARBUCKS CORP
$67K
NRKNUVEEN NEW YORK AMT QLT MUNI
$66K
ITGARTNER INC
$66K
SLQDISHARES TR
$65K
WMWASTE MGMT INC DEL
$65K
ORCLORACLE CORP
$64K
PLDPROLOGIS INC.
$64K
IWOISHARES TR
$64K
GISGENERAL MLS INC
$63K
BBCAJ P MORGAN EXCHANGE TRADED F
$63K
VNOVORNADO RLTY TR
$63K
URIUNITED RENTALS INC
$63K
GEVGE VERNOVA INC
$62K
ESEVERSOURCE ENERGY
$61K
ACWIISHARES TR
$61K
RPMRPM INTL INC
$61K
NFLXNETFLIX INC
$61K
ROLROLLINS INC
$60K
DFCFDIMENSIONAL ETF TRUST
$59K
AMATAPPLIED MATLS INC
$58K
DFSEDIMENSIONAL ETF TRUST
$58K
BDXBECTON DICKINSON & CO
$58K
OKEONEOK INC NEW
$57K
ELMEELME COMMUNITIES
$57K
NANNUVEEN NEW YORK QLT MUN INC
$56K
KBHKB HOME
$56K
PEOEXELON CORP
$55K
XPCKXPIMCO CALIF MUN INCOME FD II
$55K
MSIMOTOROLA SOLUTIONS INC
$55K
KEYKEYCORP
$55K
VOTVANGUARD INDEX FDS
$54K
AKXANSYS INC
$53K
EXPDEXPEDITORS INTL WASH INC
$53K
IAU*ISHARES GOLD TR
$53K
MMM3M CO
$53K
SOFISOFI TECHNOLOGIES INC
$52K
EDCONSOLIDATED EDISON INC
$52K
VYMVANGUARD WHITEHALL FDS
$51K
TMOTHERMO FISHER SCIENTIFIC INC
$51K
ICEINTERCONTINENTAL EXCHANGE IN
$51K
ITWILLINOIS TOOL WKS INC
$51K
OLOGBXOLO INC
$50K
METMETLIFE INC
$50K
FLMXFRANKLIN TEMPLETON ETF TR
$50K
MAMASTERCARD INCORPORATED
$50K
SWKSTANLEY BLACK & DECKER INC
$49K
TYLTYLER TECHNOLOGIES INC
$49K
DELLDELL TECHNOLOGIES INC
$49K
QTUMETF SER SOLUTIONS
$48K
IBTAIBOTTA INC
$48K
REGNREGENERON PHARMACEUTICALS
$47K
EVRGEVERGY INC
$47K
LINLINDE PLC
$47K
SOSOUTHERN CO
$46K
SPTISPDR SER TR
$46K
BNTXBIONTECH SE
$46K
USBUS BANCORP DEL
$45K
AMDADVANCED MICRO DEVICES INC
$45K
DUKDUKE ENERGY CORP NEW
$44K
WPCWP CAREY INC
$44K
MOALTRIA GROUP INC
$44K
GQ9SPDR GOLD TR
$44K
WHWYNDHAM HOTELS & RESORTS INC
$43K
IAKISHARES TR
$43K
FAIFIRST TR EXCHANGE TRADED FD
$43K
OPPEWISDOMTREE TR
$42K
LLOEWS CORP
$41K
EPIWISDOMTREE TR
$41K
HSICHENRY SCHEIN INC
$41K
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