Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 361 | EFG | ISHARES TR | — | 100 | $11K | 0.00% | SOLD |
| 362 | LNG | CHENIERE ENERGY INC | Energy | 48 | $11K | 0.00% | SOLD |
| 363 | NDAQ | NASDAQ INC | Financial Services | 127 | $11K | 0.00% | SOLD |
| 364 | NOBL | PROSHARES TR | — | 109 | $11K | 0.00% | SOLD |
| 365 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 43 | $11K | 0.00% | SOLD |
| 366 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 19 | $11K | 0.00% | SOLD |
| 367 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 123 | $11K | 0.00% | SOLD |
| 368 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 2 | $11K | 0.00% | SOLD |
| 369 | HLN | HALEON PLC | Healthcare | 1,200 | $11K | 0.00% | SOLD |
| 370 | GSLC | GOLDMAN SACHS ETF TR | — | 82 | $11K | 0.00% | SOLD |
| 371 | SUB | ISHARES TR | — | 100 | $11K | 0.00% | SOLD |
| 372 | DEM | WISDOMTREE TR | — | 226 | $10K | 0.00% | SOLD |
| 373 | SNOW | SNOWFLAKE INC | Technology | 46 | $10K | 0.00% | SOLD |
| 374 | DOX | AMDOCS LTD | Technology | 126 | $10K | 0.00% | SOLD |
| 375 | TGT | TARGET CORP | Consumer Defensive | 115 | $10K | 0.00% | SOLD |
| 376 | VLO | VALERO ENERGY CORP | Energy | 60 | $10K | 0.00% | SOLD |
| 377 | CTVA | CORTEVA INC | Basic Materials | 151 | $10K | 0.00% | SOLD |
| 378 | COIN | COINBASE GLOBAL INC | Financial Services | 30 | $10K | 0.00% | SOLD |
| 379 | AFRM | AFFIRM HLDGS INC | Technology | 138 | $10K | 0.00% | SOLD |
| 380 | TOST | TOAST INC | Technology | 276 | $10K | 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%