Tortoise Investment Management, LLC Purchases in Q4 2024

Tortoise Investment Management, LLC

  • $895 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NDSN
Nordson Corp

Industrials
115
+ 73.72%
$208.83 - $264.36 $24K - $30.4K
271 $56K
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 4.04%
$471.27 - $550.62 $6.13K - $7.16K
335 $174K
HON
Honeywell International Inc

Industrials
4
+ 0.53%
$202.84 - $236.0 $811 - $944
753 $170K
CHE
Chemed Corp

Healthcare
34
+ 77.27%
$517.44 - $613.19 $17.6K - $20.8K
78 $41K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
176
+ 13.97%
$55.73 - $66.16 $9.81K - $11.6K
1.44K $86K
SITE
Site One Landscape Supply, Inc.

Industrials
131
+ 78.92%
$131.3 - $156.31 $17.2K - $20.5K
297 $39K
HBAN
Huntington Bancshares Inc

Financial Services
74
+ 0.89%
$14.18 - $18.2 $1.05K - $1.35K
8.37K $136K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.65K
+ 2.38%
$49.79 - $51.14 $82.3K - $84.5K
71K $3.56M
WFC
Wells Fargo & Company

Financial Services
22
+ 2.66%
$54.98 - $77.35 $1.21K - $1.7K
850 $59K
DTM
Dt Midstream, Inc.

Energy
51
+ 13.25%
$78.85 - $108.56 $4.02K - $5.54K
436 $43K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
181
+ 76.69%
$104.0 - $138.19 $18.8K - $25K
417 $46K
AVSC
American Centy ETF Tr Avantis
95
+ 0.44%
$52.7 - $59.57 $5.01K - $5.66K
21.7K $1.18M
BAC
Bank Of America Corp

Financial Services
28
+ 1.14%
$39.22 - $47.77 $1.1K - $1.34K
2.48K $109K
DGRO
Ishares Core Dividend Growth E

ETFs
200
New
$60.73 - $64.94 $12.1K - $13K
200 $12K
EXPO
Exponent Inc

Industrials
191
+ 76.71%
$88.94 - $114.63 $17K - $21.9K
440 $39K
BBAX
J P Morgan Betabuilders Develo

ETFs
230
New
$48.75 - $54.36 $11.2K - $12.5K
230 $11K
ACN
Accenture PLC

Technology
38
+ 3.53%
$343.9 - $376.86 $13.1K - $14.3K
1.12K $392K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
203
New
$54.29 - $59.49 $11K - $12.1K
203 $11K
PANW
Palo Alto Networks Inc

Technology
150
+ 131.58%
$181.96 - $405.9 $27.3K - $60.9K
264 $48K
DELL
Dell Technologies Inc.

Technology
100
+ 22.99%
$111.96 - $144.21 $11.2K - $14.4K
535 $61K
CB
Chubb LTD

Financial Services
49
+ 18.28%
$271.57 - $301.89 $13.3K - $14.8K
317 $87K
BSX
Boston Scientific Corp

Healthcare
85
+ 20.94%
$83.62 - $91.5 $7.11K - $7.78K
491 $43K
SMG
Scotts Miracle Gro CO

Basic Materials
225
+ 77.32%
$65.14 - $93.47 $14.7K - $21K
516 $34K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
500
+ 250.0%
$16.73 - $19.67 $8.37K - $9.84K
700 $12K
VRT
Vertiv Holdings CO

Industrials
100
New
N/A
100 $8K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 24.0%
$1146.59 - $1270.6 $6.88K - $7.62K
31 $36K
TER
Teradyne, Inc

Technology
80
+ 25.81%
$102.58 - $133.62 $8.21K - $10.7K
390 $49K
COP
Conocophillips

Energy
171
+ 10.73%
$95.12 - $114.72 $16.3K - $19.6K
1.77K $175K
HDV
Ishares Core High Dividend ETF

ETFs
66
New
$110.82 - $121.28 $7.31K - $8K
66 $7K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.24%
$51.92 - $59.94 $156 - $180
1.28K $72K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.1%
$225.97 - $266.66 $226 - $267
961 $231K
LDOS
Leidos Holdings, Inc.

Technology
50
New
$143.17 - $201.39 $7.16K - $10.1K
50 $7K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
115
+ 11500.0%
N/A
116 $7K
ADI
Analog Devices Inc

Technology
74
+ 16.52%
$206.35 - $236.48 $15.3K - $17.5K
522 $110K
TMUS
T Mobile Us, Inc.

Communication Services
5
+ 1.26%
$206.1 - $246.94 $1.03K - $1.23K
401 $88K
OKE
Oneok Inc

Energy
5
+ 0.89%
$92.28 - $117.05 $461 - $585
569 $57K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
125
+ 2.85%
$41.09 - $45.94 $5.14K - $5.74K
4.52K $189K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
141
+ 51.27%
$53.86 - $60.27 $7.59K - $8.5K
416 $22K
KD
Kyndryl Holdings, Inc.

Technology
7
+ 1.53%
$22.43 - $35.79 $157 - $251
465 $16K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
100
New
$59.24 - $74.8 $5.92K - $7.48K
100 $6K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.07%
$43.37 - $51.46 $43.4 - $51.5
1.46K $70K
RSG
Republic Services, Inc.

Industrials
26
+ 24.07%
$198.0 - $218.75 $5.15K - $5.69K
134 $26K
ICL
Icl Group Ltd.

Basic Materials
1K
New
$3.92 - $5.13 $3.92K - $5.13K
1K $4K
AVIV
American Centy ETF Tr Avantis
6.4K
+ 8.28%
$51.24 - $55.81 $328K - $357K
83.6K $4.34M
PLD
Prologis, Inc.

Real Estate
252
+ 22.12%
$101.4 - $126.96 $25.6K - $32K
1.39K $147K
EWJ
Ishares Msci Japan ETF

ETFs
74
New
$66.18 - $71.84 $4.9K - $5.32K
74 $4K
PH
Parker Hannifin Corp

Industrials
3
+ 0.48%
$621.74 - $709.46 $1.87K - $2.13K
627 $398K
TT
Trane Technologies PLC

Industrials
33
+ 6.55%
$369.35 - $419.14 $12.2K - $13.8K
537 $198K
MO
Altria Group, Inc.

Consumer Defensive
5
+ 0.69%
$49.06 - $57.74 $245 - $289
728 $38K
Activity Summary
Buys All Purchases 259 New Holdings 29 Increased Positions 230 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 3 Puts 3
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