Tortoise Investment Management, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$1.1T

Holdings

1,538

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,538 positions)

StockValue
IGOVISHARES TR
$102.7M
MDLZMONDELEZ INTL INC
$102.2M
IWNISHARES TR
$101.3M
LMTLOCKHEED MARTIN CORP
$100.6M
ETENERGY TRANSFER L P
$100.5M
FXEINVESCO CURRENCYSHARES EURO
$100.2M
URIUNITED RENTALS INC
$99.3M
ACWVISHARES INC
$99.2M
HEIHEICO CORP NEW
$99.2M
DFSIDIMENSIONAL ETF TRUST
$99.1M
JCIJOHNSON CTLS INTL PLC
$98.8M
SPGIS&P GLOBAL INC
$98.8M
TXNMTXNM ENERGY INC
$97.8M
COPCONOCOPHILLIPS
$97.3M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$96.4M
AVSFAMERICAN CENTY ETF TR
$96.3M
KMBKIMBERLY-CLARK CORP
$96.2M
AEPAMERICAN ELEC PWR CO INC
$94.9M
AMGNAMGEN INC
$93.7M
PFEPFIZER INC
$93.3M
LOWLOWES COS INC
$93.0M
VDCVANGUARD WORLD FD
$92.1M
DFATDIMENSIONAL ETF TRUST
$90.2M
NSCNORFOLK SOUTHN CORP
$90.1M
AMATAPPLIED MATLS INC
$89.5M
WMTWALMART INC
$87.4M
IBBISHARES TR
$87.1M
PAAPLAINS ALL AMERN PIPELINE L
$87.0M
AMDADVANCED MICRO DEVICES INC
$86.9M
METMETLIFE INC
$86.8M
EBNDSPDR SERIES TRUST
$86.5M
HSYHERSHEY CO
$86.4M
MAMASTERCARD INCORPORATED
$85.9M
VOEVANGUARD INDEX FDS
$83.8M
TMUST-MOBILE US INC
$82.1M
CMBSISHARES TR
$81.8M
SNASNAP ON INC
$81.8M
TSITCW STRATEGIC INCOME FD INC
$80.3M
XLUSELECT SECTOR SPDR TR
$79.9M
IWOISHARES TR
$79.7M
IGVISHARES TR
$78.2M
PLDPROLOGIS INC.
$78.1M
BBCAJ P MORGAN EXCHANGE TRADED F
$77.0M
LNTALLIANT ENERGY CORP
$76.6M
CHDCHURCH & DWIGHT CO INC
$75.3M
KRKROGER CO
$75.2M
EFVISHARES TR
$74.3M
ESEVERSOURCE ENERGY
$72.9M
ACWIISHARES TR
$72.9M
DFSEDIMENSIONAL ETF TRUST
$70.7M
VTIPVANGUARD MALVERN FDS
$70.1M
TXRHTEXAS ROADHOUSE INC
$70.1M
QTUMETF SER SOLUTIONS
$68.2M
ROLROLLINS INC
$66.8M
FLMXFRANKLIN TEMPLETON ETF TR
$66.4M
WMWASTE MGMT INC DEL
$66.0M
NRKNUVEEN NEW YORK AMT QLT MUNI
$65.3M
HYPRHYPERFINE INC
$65.3M
DWDMORGAN STANLEY
$64.6M
VOTVANGUARD INDEX FDS
$64.3M
RPMRPM INTL INC
$64.1M
WFCWELLS FARGO CO NEW
$63.8M
AJGGALLAGHER ARTHUR J & CO
$63.5M
SBUXSTARBUCKS CORP
$63.0M
YUMCYUM CHINA HLDGS INC
$62.9M
DELLDELL TECHNOLOGIES INC
$62.7M
MSIMOTOROLA SOLUTIONS INC
$62.1M
KBHKB HOME
$61.1M
BLKBLACKROCK INC
$60.6M
LINLINDE PLC
$59.9M
MDYSPDR S&P MIDCAP 400 ETF TR
$59.6M
BMYBRISTOL-MYERS SQUIBB CO
$59.4M
ITWILLINOIS TOOL WKS INC
$57.6M
PEOEXELON CORP
$56.6M
MOALTRIA GROUP INC
$56.4M
VYMVANGUARD WHITEHALL FDS
$56.2M
HIPOHIPPO HLDGS INC
$55.5M
USBUS BANCORP DEL
$55.1M
ELMEELME COMMUNITIES
$54.8M
XPCQXPIMCO CALIF MUN INCOME FD
$54.6M
VSCOVICTORIAS SECRET AND CO
$54.4M
ICEINTERCONTINENTAL EXCHANGE IN
$54.4M
GISGENERAL MLS INC
$54.2M
GQ9SPDR GOLD TR
$54.0M
NOWSERVICENOW INC
$53.4M
MYNBLACKROCK MUNIYIELD N Y QUAL
$52.9M
SOSOUTHERN CO
$52.8M
TMOTHERMO FISHER SCIENTIFIC INC
$52.4M
XNTKSPDR SERIES TRUST
$52.0M
HYDVANECK ETF TRUST
$50.9M
NUVBNUVATION BIO INC
$50.9M
BDXBECTON DICKINSON & CO
$50.6M
EBAEBAY INC.
$50.2M
DUKDUKE ENERGY CORP NEW
$49.7M
BNTXBIONTECH SE
$49.3M
OPPEWISDOMTREE TR
$48.9M
WPCWP CAREY INC
$48.3M
LYVLIVE NATION ENTERTAINMENT IN
$48.2M
DMXFISHARES TR
$48.1M
SOXXISHARES TR
$48.0M
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