Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 681 | SAM | BOSTON BEER INC | Consumer Defensive | 8 | $2K | — | SOLD |
| 682 | WU | WESTERN UN CO | Financial Services | 212 | $2K | — | SOLD |
| 683 | — | ANGLOGOLD ASHANTI PLC | — | 24 | $2K | — | SOLD |
| 684 | RS | RELIANCE INC | Basic Materials | 6 | $2K | — | SOLD |
| 685 | WTM | WHITE MTNS INS GROUP LTD | Financial Services | 1 | $2K | — | SOLD |
| 686 | KEX | KIRBY CORP | Industrials | 20 | $2K | — | SOLD |
| 687 | PRI | PRIMERICA INC | Financial Services | 6 | $2K | — | SOLD |
| 688 | LPLA | LPL FINL HLDGS INC | Financial Services | 5 | $2K | — | SOLD |
| 689 | — | TECHNIPFMC PLC | — | 42 | $2K | — | SOLD |
| 690 | UAL | UNITED AIRLS HLDGS INC | Industrials | 17 | $2K | — | SOLD |
| 691 | EXP | EAGLE MATLS INC | Basic Materials | 7 | $2K | — | SOLD |
| 692 | IRM | IRON MTN INC DEL | Real Estate | 16 | $2K | — | SOLD |
| 693 | CLH | CLEAN HARBORS INC | Industrials | 7 | $2K | — | SOLD |
| 694 | THC | TENET HEALTHCARE CORP | Healthcare | 8 | $2K | — | SOLD |
| 695 | GLNG | GOLAR LNG LTD | Energy | 40 | $2K | — | SOLD |
| 696 | NTRS | NORTHERN TR CORP | Financial Services | 12 | $2K | — | SOLD |
| 697 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 7 | $2K | — | SOLD |
| 698 | SIRI | SIRIUSXM HOLDINGS INC | Communication Services | 69 | $2K | — | SOLD |
| 699 | FITB | FIFTH THIRD BANCORP | Financial Services | 36 | $2K | — | SOLD |
| 700 | RPRX | ROYALTY PHARMA PLC | Healthcare | 45 | $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%