Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 581 | IX | ORIX CORP | Financial Services | 101 | $3K | — | SOLD |
| 582 | CVNA | CARVANA CO | Consumer Cyclical | 7 | $3K | — | SOLD |
| 583 | SRE | SEMPRA | Utilities | 29 | $3K | — | SOLD |
| 584 | EME | EMCOR GROUP INC | Industrials | 4 | $3K | — | SOLD |
| 585 | FDX | FEDEX CORP | Industrials | 11 | $3K | — | SOLD |
| 586 | LH | LABCORP HOLDINGS INC | Healthcare | 9 | $3K | — | SOLD |
| 587 | HUBB | HUBBELL INC | Industrials | 6 | $3K | — | SOLD |
| 588 | MEDP | MEDPACE HLDGS INC | Healthcare | 5 | $3K | — | SOLD |
| 589 | — | VENU HLDG CORP | — | 200 | $3K | — | SOLD |
| 590 | JBHT | HUNT J B TRANS SVCS INC | Industrials | 19 | $3K | — | SOLD |
| 591 | CBRE | CBRE GROUP INC | Real Estate | 16 | $3K | — | SOLD |
| 592 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 6 | $3K | — | SOLD |
| 593 | — | LIBERTY MEDIA CORP DEL | — | 24 | $3K | — | SOLD |
| 594 | ITT | ITT INC | Industrials | 14 | $3K | — | SOLD |
| 595 | GRNY | TIDAL TRUST I | — | 100 | $2K | — | SOLD |
| 596 | RMD | RESMED INC | Healthcare | 9 | $2K | — | SOLD |
| 597 | CTAS | CINTAS CORP | Industrials | 12 | $2K | — | SOLD |
| 598 | EWBC | EAST WEST BANCORP INC | Financial Services | 23 | $2K | — | SOLD |
| 599 | AME | AMETEK INC | Industrials | 13 | $2K | — | SOLD |
| 600 | — | PIPER SANDLER COMPANIES | — | 7 | $2K | — | 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%