Tortoise Investment Management, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$1.0B
Holdings
1,287
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,287 positions)
| Stock | Value |
|---|---|
PZTINVESCO EXCH TRADED FD TR II | $1.4M |
FRELFIDELITY COVINGTON TRUST | $1.4M |
IJHISHARES TR | $1.3M |
DISVDIMENSIONAL ETF TRUST | $1.3M |
MUBISHARES TR | $1.3M |
HDHOME DEPOT INC | $1.3M |
VTVANGUARD INTL EQUITY INDEX F | $1.3M |
IWFISHARES TR | $1.2M |
VXUSVANGUARD STAR FDS | $1.2M |
SCZISHARES TR | $1.2M |
IWMISHARES TR | $1.2M |
DEHPDIMENSIONAL ETF TRUST | $1.2M |
LLYELI LILLY & CO | $1.1M |
DFIPDIMENSIONAL ETF TRUST | $1.1M |
VMBSVANGUARD SCOTTSDALE FDS | $1.1M |
DLSWISDOMTREE TR | $1.1M |
EEMISHARES TR | $1.1M |
DFISDIMENSIONAL ETF TRUST | $1.0M |
EEMVISHARES INC | $1.0M |
GSGOLDMAN SACHS GROUP INC | $967K |
AMZNAMAZON COM INC | $948K |
DFAXDIMENSIONAL ETF TRUST | $938K |
AVSCAMERICAN CENTY ETF TR | $843K |
IBMINTERNATIONAL BUSINESS MACHS | $796K |
HEIHEICO CORP NEW | $779K |
VCSHVANGUARD SCOTTSDALE FDS | $759K |
SHVISHARES TR | $728K |
SPHQINVESCO EXCHANGE TRADED FD T | $713K |
GOOGLALPHABET INC | $704K |
METAMETA PLATFORMS INC | $675K |
CMBSISHARES TR | $650K |
IVWISHARES TR | $629K |
DNPDNP SELECT INCOME FD INC | $625K |
CSCOCISCO SYS INC | $613K |
WULFTERAWULF INC | $606K |
HYMBSPDR SERIES TRUST | $580K |
VXFVANGUARD INDEX FDS | $568K |
PEPPEPSICO INC | $568K |
PGPROCTER AND GAMBLE CO | $567K |
UNPUNION PAC CORP | $552K |
TFISPDR SERIES TRUST | $528K |
CLCOLGATE PALMOLIVE CO | $495K |
BSVVANGUARD BD INDEX FDS | $491K |
EMREMERSON ELEC CO | $488K |
EEMXSPDR INDEX SHS FDS | $483K |
DFEMDIMENSIONAL ETF TRUST | $469K |
GOOGALPHABET INC | $459K |
SYKSTRYKER CORPORATION | $459K |
JSCPJ P MORGAN EXCHANGE TRADED F | $450K |
AXPAMERICAN EXPRESS CO | $449K |
BBWIBATH & BODY WORKS INC | $442K |
AVEEAMERICAN CENTY ETF TR | $437K |
DFSUDIMENSIONAL ETF TRUST | $432K |
AVGOBROADCOM INC | $432K |
CVXCHEVRON CORP NEW | $427K |
IWDISHARES TR | $427K |
XOMEXXON MOBIL CORP | $411K |
AVSDAMERICAN CENTY ETF TR | $410K |
IGMISHARES TR | $406K |
PHPARKER-HANNIFIN CORP | $404K |
MUNIPIMCO ETF TR | $395K |
XNXNXNUVEEN N Y SELECT TAX FREE I | $393K |
VSGXVANGUARD WORLD FD | $392K |
USXFISHARES TR | $392K |
JNJJOHNSON & JOHNSON | $390K |
IWCISHARES TR | $383K |
GEGE AEROSPACE | $375K |
DFLVDIMENSIONAL ETF TRUST | $366K |
AVSUAMERICAN CENTY ETF TR | $365K |
SRLNSSGA ACTIVE ETF TR | $354K |
DFCADIMENSIONAL ETF TRUST | $334K |
ESGEISHARES INC | $328K |
CATCATERPILLAR INC | $326K |
KMIKINDER MORGAN INC DEL | $321K |
ACWXISHARES TR | $318K |
VIGVANGUARD SPECIALIZED FUNDS | $317K |
VVISA INC | $315K |
A4SAMERIPRISE FINL INC | $311K |
MCDMCDONALDS CORP | $307K |
NULVNUSHARES ETF TR | $302K |
ESMLISHARES TR | $297K |
DFARDIMENSIONAL ETF TRUST | $292K |
IBITISHARES BITCOIN TRUST ETF | $291K |
MLIMUELLER INDS INC | $289K |
XLKSELECT SECTOR SPDR TR | $289K |
TRVTRAVELERS COMPANIES INC | $280K |
MRKMERCK & CO INC | $278K |
TROWPRICE T ROWE GROUP INC | $273K |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $271K |
TAT&T INC | $269K |
RTXRTX CORPORATION | $259K |
PLTRPALANTIR TECHNOLOGIES INC | $258K |
RSPINVESCO EXCHANGE TRADED FD T | $256K |
ESGUISHARES TR | $252K |
SHYDVANECK ETF TRUST | $250K |
IWRISHARES TR | $248K |
KOCOCA COLA CO | $247K |
SPYXSPDR SERIES TRUST | $246K |
4I1PHILIP MORRIS INTL INC | $246K |
AVMUAMERICAN CENTY ETF TR | $243K |