Tortoise Investment Management, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$1.1B

Holdings

1,538

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,538 positions)

StockValue
INTCINTEL CORP
$22K
TFSLTFS FINL CORP
$22K
FNDXSCHWAB STRATEGIC TR
$22K
HALOHALOZYME THERAPEUTICS INC
$22K
CAKECHEESECAKE FACTORY INC
$22K
HUMHUMANA INC
$22K
CRCCANADIAN NAT RES LTD
$22K
CBCHUBB LIMITED
$22K
DFCFDIMENSIONAL ETF TRUST
$22K
SCHWSCHWAB CHARLES CORP
$21K
DRIDARDEN RESTAURANTS INC
$21K
FLUTFLUTTER ENTMT PLC
$21K
ITA*ISHARES TR
$21K
MDTMEDTRONIC PLC
$21K
XLFISELECT SECTOR SPDR TR
$20K
DVADAVITA INC
$20K
CMGCHIPOTLE MEXICAN GRILL INC
$20K
INTUINTUIT
$20K
VVVVALVOLINE INC
$20K
WIWWESTERN AST INFL LKD OPP & I
$19K
AZNASTRAZENECA PLC
$19K
VEEVVEEVA SYS INC
$19K
TTCTORO CO
$19K
HOODROBINHOOD MKTS INC
$19K
CUTINVESCO EXCH TRADED FD TR II
$19K
PRUPRUDENTIAL FINL INC
$19K
PRFZINVESCO EXCHANGE TRADED FD T
$19K
WDFCWD 40 CO
$19K
AEFABRDN EMERGING MARKETS EX CH
$19K
FDNFIRST TR EXCHANGE-TRADED FD
$19K
FTCSFIRST TR EXCHANGE-TRADED FD
$19K
QC10FLAGSTAR FINANCIAL INC
$19K
CAHCARDINAL HEALTH INC
$19K
CITHE CIGNA GROUP
$18K
PAYXPAYCHEX INC
$18K
LGNDLIGAND PHARMACEUTICALS INC
$18K
PNWPINNACLE WEST CAP CORP
$18K
CIBRFIRST TR EXCHANGE TRADED FD
$18K
CRMSALESFORCE INC
$18K
AONAON PLC
$18K
WMBWILLIAMS COS INC
$18K
ITUBITAU UNIBANCO HLDG S A
$18K
DIVGLOBAL X FDS
$18K
FFORD MTR CO
$18K
VICIVICI PPTYS INC
$17K
ZBHZIMMER BIOMET HOLDINGS INC
$17K
HIIHUNTINGTON INGALLS INDS INC
$17K
XJRISHARES TR
$17K
CGNXCOGNEX CORP
$17K
PANWPALO ALTO NETWORKS INC
$17K
APOAPOLLO GLOBAL MGMT INC
$17K
REGNREGENERON PHARMACEUTICALS
$16K
EPAMEPAM SYS INC
$16K
STLDSTEEL DYNAMICS INC
$16K
IBTAIBOTTA INC
$16K
SHWSHERWIN WILLIAMS CO
$16K
MRNAMODERNA INC
$16K
FNDCSCHWAB STRATEGIC TR
$15K
WSWORTHINGTON STL INC
$15K
PHOINVESCO EXCHANGE TRADED FD T
$15K
MUMICRON TECHNOLOGY INC
$15K
TOTLSSGA ACTIVE ETF TR
$15K
GGNGAMCO GLOBAL GOLD NAT RES &
$15K
0J7QIAC INC
$14K
XARSPDR SERIES TRUST
$14K
KLACKLA CORP
$14K
PWIPOWER INTEGRATIONS INC
$14K
AMTAMERICAN TOWER CORP NEW
$14K
LRCXLAM RESEARCH CORP
$14K
VLUEISHARES TR
$14K
KDKYNDRYL HLDGS INC
$14K
SBCSABRA HEALTH CARE REIT INC
$14K
DBNDDOUBLELINE ETF TRUST
$13K
NFJVIRTUS DIVIDEND INTEREST & P
$13K
BUDANHEUSER BUSCH INBEV SA/NV
$13K
YOUCLEAR SECURE INC
$13K
CRWDCROWDSTRIKE HLDGS INC
$13K
KHCKRAFT HEINZ CO
$13K
FT2FIRST HORIZON CORPORATION
$13K
BAXBAXTER INTL INC
$13K
FEFIRSTENERGY CORP
$13K
OTISOTIS WORLDWIDE CORP
$13K
SMHVANECK ETF TRUST
$12K
IXP*ISHARES TR
$12K
NKENIKE INC
$12K
AGNCAGNC INVT CORP
$12K
XCHYXCALAMOS CONV & HIGH INCOME F
$12K
ELVELEVANCE HEALTH INC FORMERLY
$12K
WABWABTEC
$12K
SOLVSOLVENTUM CORP
$12K
FAXABRDN ASIA PACIFIC INCOME FU
$12K
BSXBOSTON SCIENTIFIC CORP
$12K
XRAYDENTSPLY SIRONA INC
$11K
SPXCSPX TECHNOLOGIES INC
$11K
EFGISHARES TR
$11K
NDAQNASDAQ INC
$11K
LNGCHENIERE ENERGY INC
$11K
NOBLPROSHARES TR
$11K
MARMARRIOTT INTL INC NEW
$11K
TDYTELEDYNE TECHNOLOGIES INC
$11K
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