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
VNQIVANGUARD INTL EQUITY INDEX F
$40K
DTMDT MIDSTREAM INC
$40K
HIPOHIPPO HLDGS INC
$39K
FBRTFRANKLIN BSP RLTY TR INC
$39K
DWDMORGAN STANLEY
$39K
XLBSELECT SECTOR SPDR TR
$38K
LYVLIVE NATION ENTERTAINMENT IN
$37K
VSCOVICTORIAS SECRET AND CO
$37K
UFPIUFP INDUSTRIES INC
$37K
GSKGSK PLC
$37K
SHELSHELL PLC
$37K
CHKPCHECK POINT SOFTWARE TECH LT
$37K
XNTKSPDR SER TR
$37K
WSTWEST PHARMACEUTICAL SVSC INC
$36K
VPLVANGUARD INTL EQUITY INDEX F
$36K
AVSEAMERICAN CENTY ETF TR
$36K
GNMAISHARES TR
$35K
2L9BLUEPRINT MEDICINES CORP
$35K
BLKBLACKROCK INC
$35K
EBAEBAY INC.
$35K
ZTSZOETIS INC
$35K
ETHAISHARES ETHEREUM TR
$35K
DEODIAGEO PLC
$34K
NVONOVO-NORDISK A S
$34K
PYPLPAYPAL HLDGS INC
$34K
IGVISHARES TR
$33K
SOXXISHARES TR
$33K
IWSISHARES TR
$33K
TCAFT ROWE PRICE ETF INC
$33K
WFCWELLS FARGO CO NEW
$32K
ITBISHARES TR
$32K
NOWSERVICENOW INC
$32K
DMXFISHARES TR
$32K
ADIANALOG DEVICES INC
$31K
FNDESCHWAB STRATEGIC TR
$31K
CRDFCARDIFF ONCOLOGY INC
$31K
PKGPACKAGING CORP AMER
$31K
BSVNBANK7 CORP
$31K
RAREULTRAGENYX PHARMACEUTICAL IN
$31K
TPRTAPESTRY INC
$30K
VBKVANGUARD INDEX FDS
$30K
XYLXYLEM INC
$30K
CSXCSX CORP
$30K
XLRESELECT SECTOR SPDR TR
$29K
EAELECTRONIC ARTS INC
$29K
WMTWALMART INC
$29K
NEENEXTERA ENERGY INC
$29K
USCADBX ETF TR
$28K
MTCHMATCH GROUP INC NEW
$28K
SMMTSUMMIT THERAPEUTICS INC
$28K
OLEDUNIVERSAL DISPLAY CORP
$28K
MLMMARTIN MARIETTA MATLS INC
$28K
VTIPVANGUARD MALVERN FDS
$27K
RIORIO TINTO PLC
$26K
IEIISHARES TR
$26K
SJMSMUCKER J M CO
$25K
TXTTEXTRON INC
$25K
AFLAFLAC INC
$25K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$25K
QCOMQUALCOMM INC
$25K
CMGCHIPOTLE MEXICAN GRILL INC
$25K
WTHWORTHINGTON ENTERPRISES INC
$25K
IEURISHARES TR
$25K
ULUNILEVER PLC
$24K
NUVBNUVATION BIO INC
$24K
HBC2HSBC HLDGS PLC
$24K
NZFNUVEEN MUNICIPAL CREDIT INC
$24K
OREALTY INCOME CORP
$24K
MNSTMONSTER BEVERAGE CORP NEW
$23K
SNPSSYNOPSYS INC
$23K
DTDWISDOMTREE TR
$23K
DRSLEONARDO DRS INC
$23K
DKNGDRAFTKINGS INC NEW
$23K
DVADAVITA INC
$23K
PPGPPG INDS INC
$22K
XBISPDR SER TR
$22K
TNLTRAVEL PLUS LEISURE CO
$22K
CARRCARRIER GLOBAL CORPORATION
$22K
DRIDARDEN RESTAURANTS INC
$22K
8CWCROWN CASTLE INC
$22K
SPYVSPDR SER TR
$22K
KNCTINVESCO EXCHANGE TRADED FD T
$22K
ESGDISHARES TR
$22K
MCHPMICROCHIP TECHNOLOGY INC.
$22K
FCXFREEPORT-MCMORAN INC
$22K
WBDWARNER BROS DISCOVERY INC
$21K
CRCCANADIAN NAT RES LTD
$21K
WDFCWD 40 CO
$21K
DYHTARGET CORP
$21K
PAYXPAYCHEX INC
$20K
CUTINVESCO EXCH TRADED FD TR II
$20K
FENIFIDELITY COVINGTON TRUST
$20K
DFVXDIMENSIONAL ETF TRUST
$20K
XAODXABRDN TOTAL DYNAMIC DIVIDEND
$20K
HUMHUMANA INC
$20K
TRVCCITIGROUP INC
$20K
PSXPHILLIPS 66
$20K
GHRSGH RESEARCH PLC
$20K
PNQIINVESCO EXCHANGE TRADED FD T
$20K
CAKECHEESECAKE FACTORY INC
$19K
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