Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1281 | PPC | PILGRIMS PRIDE CORP | Consumer Defensive | 1 | $41.0 | — | SOLD |
| 1282 | NBR | NABORS INDUSTRIES LTD | Energy | 1 | $41.0 | — | SOLD |
| 1283 | LNC | LINCOLN NATL CORP IND | Financial Services | 1 | $40.0 | — | SOLD |
| 1284 | — | TREEHOUSE FOODS INC | — | 2 | $40.0 | — | SOLD |
| 1285 | ACHR | ARCHER AVIATION INC | Industrials | 4 | $38.0 | — | SOLD |
| 1286 | CVBF | CVB FINL CORP | Financial Services | 2 | $38.0 | — | SOLD |
| 1287 | PR | PERMIAN RESOURCES CORP | Energy | 3 | $38.0 | — | SOLD |
| 1288 | RRC | RANGE RES CORP | Energy | 1 | $38.0 | — | SOLD |
| 1289 | XP | XP INC | Financial Services | 2 | $38.0 | — | SOLD |
| 1290 | RDN | RADIAN GROUP INC | Financial Services | 1 | $36.0 | — | SOLD |
| 1291 | ENPH | ENPHASE ENERGY INC | Energy | 1 | $35.0 | — | SOLD |
| 1292 | S | SENTINELONE INC | Technology | 2 | $35.0 | — | SOLD |
| 1293 | PECO | PHILLIPS EDISON & CO INC | Real Estate | 1 | $34.0 | — | SOLD |
| 1294 | YETI | YETI HLDGS INC | Consumer Cyclical | 1 | $33.0 | — | SOLD |
| 1295 | LAUR | LAUREATE EDUCATION INC | Consumer Defensive | 1 | $32.0 | — | SOLD |
| 1296 | WSBC | WESBANCO INC | Financial Services | 1 | $32.0 | — | SOLD |
| 1297 | CAI | CARIS LIFE SCIENCES INC | Healthcare | 1 | $30.0 | — | SOLD |
| 1298 | — | OLYMPIC STEEL INC | — | 1 | $30.0 | — | SOLD |
| 1299 | YORW | YORK WTR CO | Utilities | 1 | $30.0 | — | SOLD |
| 1300 | OPCH | OPTION CARE HEALTH INC | Healthcare | 1 | $28.0 | — | SOLD |
Sector Allocation
Financial Services
67.1%
Technology
17.3%
Industrials
4.5%
Healthcare
2.9%
Consumer Cyclical
2.7%
Consumer Defensive
2.5%
Communication Services
1.7%
Energy
0.9%
Utilities
0.2%