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)
| Stock | Value |
|---|---|
VNQVANGUARD INDEX FDS | $1.5M |
IWFISHARES TR | $1.4M |
COSTCOSTCO WHSL CORP NEW | $1.4M |
HDHOME DEPOT INC | $1.4M |
DISVDIMENSIONAL ETF TRUST | $1.4M |
VTVANGUARD INTL EQUITY INDEX F | $1.4M |
IWMISHARES TR | $1.4M |
FRELFIDELITY COVINGTON TRUST | $1.4M |
VXUSVANGUARD STAR FDS | $1.3M |
AVMUAMERICAN CENTY ETF TR | $1.3M |
SCZISHARES TR | $1.3M |
DEHPDIMENSIONAL ETF TRUST | $1.3M |
MUBISHARES TR | $1.2M |
EEMISHARES TR | $1.2M |
DFIPDIMENSIONAL ETF TRUST | $1.1M |
DLSWISDOMTREE TR | $1.1M |
PZTINVESCO EXCH TRADED FD TR II | $1.1M |
LLYELI LILLY & CO | $1.1M |
GSGOLDMAN SACHS GROUP INC | $1.1M |
MINOPIMCO ETF TR | $1.1M |
DFISDIMENSIONAL ETF TRUST | $1.1M |
EEMVISHARES INC | $1.0M |
VMBSVANGUARD SCOTTSDALE FDS | $1.0M |
AMZNAMAZON COM INC | $1.0M |
DFAXDIMENSIONAL ETF TRUST | $998K |
GOOGLALPHABET INC | $988K |
AVSCAMERICAN CENTY ETF TR | $922K |
SPHQINVESCO EXCHANGE TRADED FD T | $855K |
HEIHEICO CORP NEW | $767K |
IBMINTERNATIONAL BUSINESS MACHS | $749K |
METAMETA PLATFORMS INC | $705K |
IVWISHARES TR | $690K |
GOOGALPHABET INC | $659K |
DNPDNP SELECT INCOME FD INC | $652K |
VCSHVANGUARD SCOTTSDALE FDS | $639K |
VBILVANGUARD INSTL INDEX FD | $631K |
VXFVANGUARD INDEX FDS | $617K |
CSCOCISCO SYS INC | $611K |
PEPPEPSICO INC | $608K |
MUNYVANGUARD NY TAX FREE FDS | $606K |
MUNIPIMCO ETF TR | $595K |
AVEEAMERICAN CENTY ETF TR | $571K |
UNPUNION PAC CORP | $569K |
PGPROCTER AND GAMBLE CO | $555K |
DFSUDIMENSIONAL ETF TRUST | $546K |
TFISPDR SERIES TRUST | $539K |
AVGOBROADCOM INC | $537K |
DFEMDIMENSIONAL ETF TRUST | $524K |
EEMXSPDR INDEX SHS FDS | $523K |
HYMBSPDR SERIES TRUST | $507K |
BSVVANGUARD BD INDEX FDS | $502K |
CVXCHEVRON CORP NEW | $484K |
EMREMERSON ELEC CO | $482K |
JNJJOHNSON & JOHNSON | $482K |
IGMISHARES TR | $482K |
AXPAMERICAN EXPRESS CO | $468K |
SHVISHARES TR | $466K |
ESGEISHARES INC | $460K |
IWDISHARES TR | $458K |
GEGE AEROSPACE | $456K |
JSCPJ P MORGAN EXCHANGE TRADED F | $452K |
IWCISHARES TR | $443K |
PHPARKER-HANNIFIN CORP | $440K |
XOMEXXON MOBIL CORP | $440K |
CLCOLGATE PALMOLIVE CO | $435K |
AVSDAMERICAN CENTY ETF TR | $434K |
VGITVANGUARD SCOTTSDALE FDS | $433K |
SYKSTRYKER CORPORATION | $431K |
USXFISHARES TR | $416K |
VSGXVANGUARD WORLD FD | $416K |
CATCATERPILLAR INC | $404K |
IAU*ISHARES GOLD TR | $400K |
AVSUAMERICAN CENTY ETF TR | $391K |
DFLVDIMENSIONAL ETF TRUST | $388K |
DFCADIMENSIONAL ETF TRUST | $388K |
XLKSELECT SECTOR SPDR TR | $381K |
BBWIBATH & BODY WORKS INC | $380K |
MLIMUELLER INDS INC | $368K |
VIGVANGUARD SPECIALIZED FUNDS | $367K |
SRLNSSGA ACTIVE ETF TR | $354K |
PLTRPALANTIR TECHNOLOGIES INC | $353K |
ESMLISHARES TR | $352K |
TSLATESLA INC | $346K |
ACWXISHARES TR | $339K |
MCDMCDONALDS CORP | $323K |
VVISA INC | $320K |
KMIKINDER MORGAN INC DEL | $311K |
IBITISHARES BITCOIN TRUST ETF | $309K |
RTXRTX CORPORATION | $309K |
MRKMERCK & CO INC | $300K |
DFARDIMENSIONAL ETF TRUST | $296K |
TRVTRAVELERS COMPANIES INC | $294K |
TROWPRICE T ROWE GROUP INC | $291K |
NULVNUSHARES ETF TR | $290K |
XLFSELECT SECTOR SPDR TR | $289K |
VOVANGUARD INDEX FDS | $286K |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $285K |
A4SAMERIPRISE FINL INC | $272K |
ESGUISHARES TR | $271K |
FNDFSCHWAB STRATEGIC TR | $266K |