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Portfolio (Quarterly) Guide ↗

Tortoise Investment Management, LLC

· CIK 0001599511
13F Portfolio $1.1B AUM 240 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 89 Added 86 Reduced 1318 Exited
Page 39 of 66  ·  1,318 positions
# Ticker Company Sector Shares Value ↓ % Port Status
761 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 24 $1K SOLD
762 SITM SITIME CORP Technology 4 $1K SOLD
763 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 7 $1K SOLD
764 SAIA SAIA INC Industrials 4 $1K SOLD
765 ATO ATMOS ENERGY CORP Utilities 7 $1K SOLD
766 FIS FIDELITY NATL INFORMATION SV Technology 18 $1K SOLD
767 WRLD WORLD ACCEP CORPORATION Financial Services 7 $1K SOLD
768 CHH CHOICE HOTELS INTL INC Consumer Cyclical 11 $1K SOLD
769 ACM AECOM Industrials 9 $1K SOLD
770 TRGP TARGA RES CORP Energy 7 $1K SOLD
771 FTAI AVIATION LTD 7 $1K SOLD
772 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 8 $1K SOLD
773 XPO XPO INC Industrials 9 $1K SOLD
774 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 14 $1K SOLD
775 MORN MORNINGSTAR INC Financial Services 5 $1K SOLD
776 SMCI SUPER MICRO COMPUTER INC Technology 24 $1K SOLD
777 USFD US FOODS HLDG CORP Consumer Defensive 15 $1K SOLD
778 GL GLOBE LIFE INC Financial Services 8 $1K SOLD
779 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 17 $1K SOLD
780 HST HOST HOTELS & RESORTS INC Real Estate 67 $1K SOLD
Page 39 of 66  ·  1,318 positions
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%