Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 621 | PHM | PULTE GROUP INC | Consumer Cyclical | 16 | $2K | — | SOLD |
| 622 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 11 | $2K | — | SOLD |
| 623 | TRU | TRANSUNION | Industrials | 25 | $2K | — | SOLD |
| 624 | TBT | PROSHARES TR | — | 62 | $2K | — | SOLD |
| 625 | BLND | BLEND LABS INC | Technology | 572 | $2K | — | SOLD |
| 626 | GPC | GENUINE PARTS CO | Consumer Cyclical | 15 | $2K | — | SOLD |
| 627 | VOD | VODAFONE GROUP PLC NEW | Communication Services | 179 | $2K | — | SOLD |
| 628 | RSG | REPUBLIC SVCS INC | Industrials | 9 | $2K | — | SOLD |
| 629 | TER | TERADYNE INC | Technology | 15 | $2K | — | SOLD |
| 630 | MANH | MANHATTAN ASSOCIATES INC | Technology | 10 | $2K | — | SOLD |
| 631 | OXY | OCCIDENTAL PETE CORP | Energy | 43 | $2K | — | SOLD |
| 632 | EVR | EVERCORE INC | Financial Services | 6 | $2K | — | SOLD |
| 633 | NTNX | NUTANIX INC | Technology | 27 | $2K | — | SOLD |
| 634 | TREE | LENDINGTREE INC NEW | Financial Services | 31 | $2K | — | SOLD |
| 635 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 35 | $2K | — | SOLD |
| 636 | IESC | IES HLDGS INC | Industrials | 5 | $2K | — | SOLD |
| 637 | STE | STERIS PLC | Healthcare | 8 | $2K | — | SOLD |
| 638 | MTB | M & T BK CORP | Financial Services | 10 | $2K | — | SOLD |
| 639 | STT | STATE STR CORP | Financial Services | 17 | $2K | — | SOLD |
| 640 | GRMN | GARMIN LTD | Technology | 8 | $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%