Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | PAYX | PAYCHEX INC | Industrials | 143 | $18K | 0.00% | SOLD |
| 302 | LGND | LIGAND PHARMACEUTICALS INC | Healthcare | 102 | $18K | 0.00% | SOLD |
| 303 | PNW | PINNACLE WEST CAP CORP | Utilities | 201 | $18K | 0.00% | SOLD |
| 304 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 237 | $18K | 0.00% | SOLD |
| 305 | CRM | SALESFORCE INC | Technology | 76 | $18K | 0.00% | SOLD |
| 306 | AON | AON PLC | Financial Services | 50 | $18K | 0.00% | SOLD |
| 307 | WMB | WILLIAMS COS INC | Energy | 281 | $18K | 0.00% | SOLD |
| 308 | ITUB | ITAU UNIBANCO HLDG S A | Financial Services | 2,415 | $18K | 0.00% | SOLD |
| 309 | DIV | GLOBAL X FDS | — | 1,000 | $18K | 0.00% | SOLD |
| 310 | F | FORD MTR CO | Consumer Cyclical | 1,470 | $18K | 0.00% | SOLD |
| 311 | VICI | VICI PPTYS INC | Real Estate | 533 | $17K | 0.00% | SOLD |
| 312 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 175 | $17K | 0.00% | SOLD |
| 313 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 60 | $17K | 0.00% | SOLD |
| 314 | XJR | ISHARES TR | — | 400 | $17K | 0.00% | SOLD |
| 315 | CGNX | COGNEX CORP | Technology | 372 | $17K | 0.00% | SOLD |
| 316 | PANW | PALO ALTO NETWORKS INC | Technology | 82 | $17K | 0.00% | SOLD |
| 317 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 124 | $17K | 0.00% | SOLD |
| 318 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 29 | $16K | 0.00% | SOLD |
| 319 | EPAM | EPAM SYS INC | Technology | 108 | $16K | 0.00% | SOLD |
| 320 | STLD | STEEL DYNAMICS INC | Basic Materials | 115 | $16K | 0.00% | 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%