Tortoise Investment Management, LLC Q3 2020 Filing

Filed November 4, 2020

Portfolio Value

$410.0B

Holdings

524

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (524 positions)

#StockSharesValue% PortfolioType
201
ZMZOOM VIDEO COMMUNICATIONS IN
158$74.0M0.02%
202
ACWIISHARES TR
893$71.0M0.02%
203
GBTUSDGLOBAL BLOOD THERAPEUTICS IN
1,267$70.0M0.02%
204
SBUXSTARBUCKS CORP
790$68.0M0.02%
205
XBFZXBLACKROCK CALIF MUN INCOME T
5,100$67.0M0.02%
206
WSTWEST PHARMACEUTICAL SVSC INC
240$66.0M0.02%
207
DEODIAGEO PLC
479$66.0M0.02%
208
ELMEWASHINGTON REAL ESTATE INVT
3,250$65.0M0.02%
209
CSCOCISCO SYS INC
1,620$64.0M0.02%
210
EXASEXACT SCIENCES CORP
628$64.0M0.02%
211
WYWEYERHAEUSER CO MTN BE
2,180$62.0M0.02%
212
ROLROLLINS INC
1,127$61.0M0.01%
213
BDXBECTON DICKINSON & CO
260$60.0M0.01%
214
TRVTRAVELERS COMPANIES INC
531$57.0M0.01%
215
ISRGINTUITIVE SURGICAL INC
81$57.0M0.01%
216
VRPINVESCO EXCH TRADED FD TR II
2,327$57.0M0.01%
217
AEPAMERICAN ELEC PWR CO INC
697$57.0M0.01%
218
YUMCYUM CHINA HLDGS INC
1,050$56.0M0.01%
219
SPSMSPDR SER TR
2,048$56.0M0.01%
220
ABTABBOTT LABS
516$56.0M0.01%
221
OPPEWISDOMTREE TR
2,000$55.0M0.01%
222
IWOISHARES TR
249$55.0M0.01%
223
NEENEXTERA ENERGY INC
197$55.0M0.01%
224
HEIHEICO CORP NEW
608$54.0M0.01%
225
RTN1USDRAYTHEON TECHNOLOGIES CORP
896$52.0M0.01%
226
SUBISHARES TR
475$51.0M0.01%
227
NSCNORFOLK SOUTHN CORP
239$51.0M0.01%
228
HSICHENRY SCHEIN INC
848$50.0M0.01%
229
OREALTY INCOME CORP
816$50.0M0.01%
230
MLIMUELLER INDS INC
1,819$49.0M0.01%
231
SNASNAP ON INC
331$49.0M0.01%
232
IWNISHARES TR
481$48.0M0.01%
233
BLACKROCK 2022 GBL INCM OPP
5,500$48.0M0.01%
234
TRPTC ENERGY CORP
1,130$47.0M0.01%
235
MDYSPDR S&P MIDCAP 400 ETF TR
137$46.0M0.01%
236
INTCINTEL CORP
897$46.0M0.01%
237
IJJISHARES TR
328$44.0M0.01%
238
NBBNUVEEN TAXABLE MUNICPAL INM
1,944$44.0M0.01%
239
DREUSDDUKE REALTY CORP
1,200$44.0M0.01%
240
ITWILLINOIS TOOL WKS INC
224$43.0M0.01%
241
PEOEXELON CORP
1,210$43.0M0.01%
242
CLXCLOROX CO DEL
200$42.0M0.01%
243
PGJINVESCO EXCHANGE TRADED FD T
800$42.0M0.01%
244
CVSCVS HEALTH CORP
712$42.0M0.01%
245
SPYVSPDR SER TR
1,353$41.0M0.01%
246
IJKISHARES TR
169$40.0M0.01%
247
EPAMEPAM SYS INC
120$39.0M0.01%
248
DOCUDOCUSIGN INC
180$39.0M0.01%
249
VOVANGUARD INDEX FDS
223$39.0M0.01%
250
XRAYDENTSPLY SIRONA INC
900$39.0M0.01%
251
USBUS BANCORP DEL
1,066$38.0M0.01%
252
FMUSDISHARES INC
1,470$38.0M0.01%
253
4I1PHILIP MORRIS INTL INC
500$37.0M0.01%
254
LYVLIVE NATION ENTERTAINMENT IN
669$36.0M0.01%
255
EDCONSOLIDATED EDISON INC
463$36.0M0.01%
256
GTHXEURG1 THERAPEUTICS INC
2,988$35.0M0.01%
257
VPLVANGUARD INTL EQUITY INDEX F
500$34.0M0.01%
258
ULUNILEVER PLC
550$34.0M0.01%
259
TIPXSPDR SER TR
1,595$33.0M0.01%
260
HONHONEYWELL INTL INC
200$33.0M0.01%
261
AMDADVANCED MICRO DEVICES INC
400$33.0M0.01%
262
IFFINTERNATIONAL FLAVORS&FRAGRA
270$33.0M0.01%
263
AGGISHARES TR
272$32.0M0.01%
264
FXHFIRST TR EXCHANGE TRADED FD
337$32.0M0.01%
265
TXRHTEXAS ROADHOUSE INC
519$32.0M0.01%
266
WPCWP CAREY INC
477$31.0M0.01%
267
HUMHUMANA INC
75$31.0M0.01%
268
DUKDUKE ENERGY CORP NEW
334$30.0M0.01%
269
JCIJOHNSON CTLS INTL PLC
728$30.0M0.01%
270
BABAALIBABA GROUP HLDG LTD
100$29.0M0.01%
271
TYLTYLER TECHNOLOGIES INC
84$29.0M0.01%
272
CBCHUBB LIMITED
246$29.0M0.01%
273
WMTWALMART INC
200$28.0M0.01%
274
NUVEEN NEW JERSEY MUN VALUE
2,000$28.0M0.01%
275
FDNFIRST TR EXCHANGE-TRADED FD
150$28.0M0.01%
276
DELLDELL TECHNOLOGIES INC
407$28.0M0.01%
277
GQ9SPDR GOLD TR
150$27.0M0.01%
278
BACBK OF AMERICA CORP
1,133$27.0M0.01%
279
BABOEING CO
165$27.0M0.01%
280
CAMBRIDGE BANCORP
500$27.0M0.01%
281
TOTLSSGA ACTIVE ETF TR
550$27.0M0.01%
282
IYRISHARES TR
328$26.0M0.01%
283
QEFASPDR INDEX SHS FDS
380$26.0M0.01%
284
GEGENERAL ELECTRIC CO
4,041$25.0M0.01%
285
MOALTRIA GROUP INC
656$25.0M0.01%
286
CHKPCHECK POINT SOFTWARE TECH LT
210$25.0M0.01%
287
DEMWISDOMTREE TR
700$25.0M0.01%
288
ALLOALLOGENE THERAPEUTICS INC
628$24.0M0.01%
289
CGNXCOGNEX CORP
371$24.0M0.01%
290
FNDESCHWAB STRATEGIC TR
1,021$24.0M0.01%
291
WHWYNDHAM HOTELS & RESORTS INC
480$24.0M0.01%
292
MAMASTERCARD INCORPORATED
67$23.0M0.01%
293
KMBKIMBERLY CLARK CORP
154$23.0M0.01%
294
A4SAMERIPRISE FINL INC
150$23.0M0.01%
295
DWMWISDOMTREE TR
500$23.0M0.01%
296
ABBVABBVIE INC
255$22.0M0.01%
297
XLKSELECT SECTOR SPDR TR
186$22.0M0.01%
298
EPIWISDOMTREE TR
940$22.0M0.01%
299
LLYLILLY ELI & CO
150$22.0M0.01%
300
NUVEEN CALIF SELECT TAX FREE
1,400$22.0M0.01%
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