Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | BUD | ANHEUSER BUSCH INBEV SA/NV | Consumer Defensive | 225 | $13K | 0.00% | SOLD |
| 342 | YOU | CLEAR SECURE INC | Technology | 401 | $13K | 0.00% | SOLD |
| 343 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 27 | $13K | 0.00% | SOLD |
| 344 | KHC | KRAFT HEINZ CO | Consumer Defensive | 508 | $13K | 0.00% | SOLD |
| 345 | FHN | FIRST HORIZON CORPORATION | Financial Services | 578 | $13K | 0.00% | SOLD |
| 346 | BAX | BAXTER INTL INC | Healthcare | 569 | $13K | 0.00% | SOLD |
| 347 | FE | FIRSTENERGY CORP | Utilities | 281 | $13K | 0.00% | SOLD |
| 348 | OTIS | OTIS WORLDWIDE CORP | Industrials | 140 | $13K | 0.00% | SOLD |
| 349 | SMH | VANECK ETF TRUST | — | 38 | $12K | 0.00% | SOLD |
| 350 | IXP | ISHARES TR | — | 100 | $12K | 0.00% | SOLD |
| 351 | NKE | NIKE INC | Consumer Cyclical | 177 | $12K | 0.00% | SOLD |
| 352 | AGNC | AGNC INVT CORP | Real Estate | 1,257 | $12K | 0.00% | SOLD |
| 353 | CHY | CALAMOS CONV & HIGH INCOME F | Financial Services | 1,081 | $12K | 0.00% | SOLD |
| 354 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 37 | $12K | 0.00% | SOLD |
| 355 | WAB | WABTEC | Industrials | 59 | $12K | 0.00% | SOLD |
| 356 | SOLV | SOLVENTUM CORP | Healthcare | 161 | $12K | 0.00% | SOLD |
| 357 | — | ABRDN ASIA PACIFIC INCOME FU | — | 718 | $12K | 0.00% | SOLD |
| 358 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 119 | $12K | 0.00% | SOLD |
| 359 | XRAY | DENTSPLY SIRONA INC | Healthcare | 900 | $11K | 0.00% | SOLD |
| 360 | SPXC | SPX TECHNOLOGIES INC | Industrials | 61 | $11K | 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%