Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | EA | ELECTRONIC ARTS INC | Communication Services | 217 | $44K | 0.00% | SOLD |
| 182 | ADI | ANALOG DEVICES INC | Technology | 178 | $44K | 0.00% | SOLD |
| 183 | KEY | KEYCORP | Financial Services | 2,335 | $44K | 0.00% | SOLD |
| 184 | OKE | ONEOK INC NEW | Energy | 594 | $43K | 0.00% | SOLD |
| 185 | SNPS | SYNOPSYS INC | Technology | 87 | $43K | 0.00% | SOLD |
| 186 | IT | GARTNER INC | Technology | 161 | $42K | 0.00% | SOLD |
| 187 | IAK | ISHARES TR | — | 314 | $42K | 0.00% | SOLD |
| 188 | DTM | DT MIDSTREAM INC | Energy | 369 | $42K | 0.00% | SOLD |
| 189 | EPI | WISDOMTREE TR | — | 940 | $42K | 0.00% | SOLD |
| 190 | GSK | GSK PLC | Healthcare | 960 | $41K | 0.00% | SOLD |
| 191 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 336 | $41K | 0.00% | SOLD |
| 192 | VRT | VERTIV HOLDINGS CO | Industrials | 270 | $41K | 0.00% | SOLD |
| 193 | C | CITIGROUP INC | Financial Services | 396 | $40K | 0.00% | SOLD |
| 194 | HSIC | HENRY SCHEIN INC | Healthcare | 604 | $40K | 0.00% | SOLD |
| 195 | XLY | SELECT SECTOR SPDR TR | — | 167 | $40K | 0.00% | SOLD |
| 196 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 63 | $40K | 0.00% | SOLD |
| 197 | CSX | CSX CORP | Industrials | 1,097 | $39K | 0.00% | SOLD |
| 198 | NEE | NEXTERA ENERGY INC | Utilities | 515 | $39K | 0.00% | SOLD |
| 199 | RWL | INVESCO EXCH TRADED FD TR II | — | 350 | $39K | 0.00% | SOLD |
| 200 | WH | WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 481 | $38K | 0.00% | SOLD |
Sector Allocation
Financial Services
66.7%
Technology
17.2%
Industrials
4.5%
Healthcare
2.9%
Consumer Cyclical
2.7%
Consumer Defensive
2.5%
Communication Services
2.4%
Energy
0.9%
Utilities
0.2%