Red Tortoise LLC Q2 2025 Filing

Filed July 22, 2025

Portfolio Value

$207.2M

Holdings

595

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (595 positions)

StockValue
OREALTY INCOME CORP COM
$8K
PKGPACKAGING CORP AMER COM
$8K
AUBATLANTIC UN BANKSHARES CORP COM
$8K
PIIPOLARIS INC COM
$8K
BABOEING CO COM
$8K
LMTLOCKHEED MARTIN CORP COM
$7K
DASHDOORDASH INC CL A
$7K
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$7K
CRKCOMSTOCK RES INC COM
$7K
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C
$7K
PBVPRESTIGE CONSMR HEALTHCARE INC COM
$7K
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$7K
KVUEKENVUE INC COM
$7K
MLMMARTIN MARIETTA MATLS INC COM
$7K
ATOATMOS ENERGY CORP COM
$7K
IVZINVESCO LTD SHS
$7K
MCDMCDONALDS CORP COM
$7K
LKQ1LKQ CORP COM
$7K
AEPAMERICAN ELEC PWR CO INC COM
$7K
XRAYDENTSPLY SIRONA INC COM
$7K
PFEPFIZER INC COM
$7K
WMBWILLIAMS COS INC COM
$7K
CATCATERPILLAR INC COM
$7K
ARRARMOUR RESIDENTIAL REIT INC COM SHS
$7K
UAAUNDER ARMOUR INC CL A
$7K
CUBECUBESMART COM
$7K
XELXCEL ENERGY INC COM
$6K
BMYBRISTOL-MYERS SQUIBB CO COM
$6K
VENVENTAS INC COM
$6K
MLKNMILLERKNOLL INC COM
$6K
ACGLARCH CAP GROUP LTD ORD
$6K
NFGNATIONAL FUEL GAS CO COM
$6K
INTCINTEL CORP COM
$6K
FASTFASTENAL CO COM
$6K
PRMPERIMETER SOLUTIONS INC COMMON STOCK
$6K
ODFLOLD DOMINION FREIGHT LINE INC COM
$6K
ETRENTERGY CORP NEW COM
$6K
LHXL3HARRIS TECHNOLOGIES INC COM
$6K
FCXFREEPORT-MCMORAN INC CL B
$6K
SOFISOFI TECHNOLOGIES INC COM
$6K
MOHMOLINA HEALTHCARE INC COM
$6K
DOWDOW INC COM
$6K
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A
$6K
MOALTRIA GROUP INC COM
$6K
ELANELANCO ANIMAL HEALTH INC COM
$6K
KMIKINDER MORGAN INC DEL COM
$6K
UBERUBER TECHNOLOGIES INC COM
$6K
EXREXTRA SPACE STORAGE INC COM
$6K
PHMPULTE GROUP INC COM
$6K
LLOEWS CORP COM
$6K
RPDRAPID7 INC COM
$6K
DIODDIODES INC COM
$6K
LLYELI LILLY & CO COM
$5K
URBNURBAN OUTFITTERS INC COM
$5K
APOAPOLLO GLOBAL MGMT INC COM
$5K
MASMASCO CORP COM
$5K
HSYHERSHEY CO COM
$5K
CABOCABLE ONE INC COM
$5K
PYPLPAYPAL HLDGS INC COM
$5K
RDNRADIAN GROUP INC COM
$5K
PKNREVVITY INC COM
$5K
FFORD MTR CO COM
$5K
MRVLMARVELL TECHNOLOGY INC COM
$5K
SLMSLM CORP COM
$5K
TOLTOLL BROTHERS INC COM
$5K
VEEVVEEVA SYS INC CL A COM
$5K
DDDUPONT DE NEMOURS INC COM
$5K
EXPEAGLE MATLS INC COM
$5K
RMRRMR GROUP INC CL A
$5K
REGNREGENERON PHARMACEUTICALS COM
$5K
HUMHUMANA INC COM
$5K
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$5K
JCIJOHNSON CTLS INTL PLC SHS
$5K
TECHBIO-TECHNE CORP COM
$5K
GMGENERAL MTRS CO COM
$5K
CPRTCOPART INC COM
$5K
PBFPBF ENERGY INC CL A
$5K
BGBUNGE GLOBAL SA COM SHS
$4K
CSLCARLISLE COS INC COM
$4K
LUVSOUTHWEST AIRLS CO COM
$4K
HUNHUNTSMAN CORP COM
$4K
USBUS BANCORP DEL COM NEW
$4K
NEOGNEOGEN CORP COM
$4K
APDAIR PRODS & CHEMS INC COM
$4K
BMRCBANK MARIN BANCORP COM
$4K
RSGREPUBLIC SVCS INC COM
$4K
GNWGENWORTH FINL INC COM SHS
$4K
PAGSPAGSEGURO DIGITAL LTD COM CL A
$4K
FVRFRONTVIEW REIT INC COM
$4K
JXNJACKSON FINANCIAL INC COM CL A
$4K
HIWHIGHWOODS PPTYS INC COM
$4K
EFXEQUIFAX INC COM
$4K
KHCKRAFT HEINZ CO COM
$4K
EQREQUITY RESIDENTIAL SH BEN INT
$4K
MSCIMSCI INC COM
$4K
CSGPCOSTAR GROUP INC COM
$4K
MKLMARKEL GROUP INC COM
$4K
LGNDLIGAND PHARMACEUTICALS INC COM NEW
$4K
CITHE CIGNA GROUP COM
$4K
VICIVICI PPTYS INC COM
$4K
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