Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | EEMS | ISHARES INC | — | 2,527 | $172K | 0.01% | SOLD |
| 22 | MPC | MARATHON PETE CORP | Energy | 887 | $171K | 0.01% | SOLD |
| 23 | TXN | TEXAS INSTRS INC | Technology | 909 | $167K | 0.01% | SOLD |
| 24 | ISCG | ISHARES TR | — | 2,922 | $159K | 0.01% | SOLD |
| 25 | TT | TRANE TECHNOLOGIES PLC | Industrials | 375 | $158K | 0.01% | SOLD |
| 26 | EFAX | SPDR INDEX SHS FDS | — | 3,191 | $157K | 0.01% | SOLD |
| 27 | BAC | BANK AMERICA CORP | Financial Services | 3,003 | $155K | 0.01% | SOLD |
| 28 | CMCSA | COMCAST CORP NEW | Communication Services | 4,893 | $154K | 0.01% | SOLD |
| 29 | ORCL | ORACLE CORP | Technology | 545 | $153K | 0.01% | SOLD |
| 30 | FLJP | FRANKLIN TEMPLETON ETF TR | — | 4,400 | $152K | 0.01% | SOLD |
| 31 | NYF | ISHARES TR | — | 2,847 | $152K | 0.01% | SOLD |
| 32 | BND | VANGUARD BD INDEX FDS | — | 2,029 | $151K | 0.01% | SOLD |
| 33 | TRC | TEJON RANCH CO | Industrials | 9,300 | $149K | 0.01% | SOLD |
| 34 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 8,521 | $147K | 0.01% | SOLD |
| 35 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 1,440 | $144K | 0.01% | SOLD |
| 36 | SCHQ | SCHWAB STRATEGIC TR | — | 4,440 | $143K | 0.01% | SOLD |
| 37 | BX | BLACKSTONE INC | Financial Services | 816 | $139K | 0.01% | SOLD |
| 38 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 573 | $135K | 0.01% | SOLD |
| 39 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 460 | $135K | 0.01% | SOLD |
| 40 | NUDM | NUSHARES ETF TR | — | 3,500 | $132K | 0.01% | 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%