Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | — | IBOTTA INC | — | 568 | $16K | 0.00% | SOLD |
| 322 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 45 | $16K | 0.00% | SOLD |
| 323 | MRNA | MODERNA INC | Healthcare | 602 | $16K | 0.00% | SOLD |
| 324 | FNDC | SCHWAB STRATEGIC TR | — | 345 | $15K | 0.00% | SOLD |
| 325 | WS | WORTHINGTON STL INC | Basic Materials | 500 | $15K | 0.00% | SOLD |
| 326 | PHO | INVESCO EXCHANGE TRADED FD T | — | 210 | $15K | 0.00% | SOLD |
| 327 | MU | MICRON TECHNOLOGY INC | Technology | 90 | $15K | 0.00% | SOLD |
| 328 | TOTL | SSGA ACTIVE ETF TR | — | 370 | $15K | 0.00% | SOLD |
| 329 | GGN | GAMCO GLOBAL GOLD NAT RES & | Financial Services | 2,834 | $15K | 0.00% | SOLD |
| 330 | IAC | IAC INC | Technology | 420 | $14K | 0.00% | SOLD |
| 331 | XAR | SPDR SERIES TRUST | — | 60 | $14K | 0.00% | SOLD |
| 332 | KLAC | KLA CORP | Technology | 13 | $14K | 0.00% | SOLD |
| 333 | POWI | POWER INTEGRATIONS INC | Technology | 348 | $14K | 0.00% | SOLD |
| 334 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 72 | $14K | 0.00% | SOLD |
| 335 | LRCX | LAM RESEARCH CORP | Technology | 103 | $14K | 0.00% | SOLD |
| 336 | VLUE | ISHARES TR | — | 110 | $14K | 0.00% | SOLD |
| 337 | KD | KYNDRYL HLDGS INC | Technology | 455 | $14K | 0.00% | SOLD |
| 338 | SBRA | SABRA HEALTH CARE REIT INC | Real Estate | 726 | $14K | 0.00% | SOLD |
| 339 | DBND | DOUBLELINE ETF TRUST | — | 290 | $13K | 0.00% | SOLD |
| 340 | — | VIRTUS DIVIDEND INTEREST & P | — | 1,036 | $13K | 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%