Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 381 | SPYG | SPDR SERIES TRUST | — | 95 | $10K | 0.00% | SOLD |
| 382 | PGEN | PRECIGEN INC | Healthcare | 3,000 | $10K | 0.00% | SOLD |
| 383 | MHK | MOHAWK INDS INC | Consumer Cyclical | 76 | $10K | 0.00% | SOLD |
| 384 | ASH | ASHLAND INC | Basic Materials | 200 | $10K | 0.00% | SOLD |
| 385 | — | TILRAY BRANDS INC | — | 5,525 | $10K | 0.00% | SOLD |
| 386 | IFRA | ISHARES TR | — | 180 | $10K | 0.00% | SOLD |
| 387 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 500 | $9K | 0.00% | SOLD |
| 388 | NUE | NUCOR CORP | Basic Materials | 69 | $9K | 0.00% | SOLD |
| 389 | TDG | TRANSDIGM GROUP INC | Industrials | 7 | $9K | 0.00% | SOLD |
| 390 | ALAB | ASTERA LABS INC | Technology | 47 | $9K | 0.00% | SOLD |
| 391 | SPYD | SPDR SERIES TRUST | — | 206 | $9K | 0.00% | SOLD |
| 392 | GBCI | GLACIER BANCORP INC NEW | Financial Services | 186 | $9K | 0.00% | SOLD |
| 393 | FISV | FISERV INC | Technology | 69 | $9K | 0.00% | SOLD |
| 394 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 129 | $9K | 0.00% | SOLD |
| 395 | INDA | ISHARES TR | — | 170 | $9K | 0.00% | SOLD |
| 396 | WY | WEYERHAEUSER CO MTN BE | Real Estate | 350 | $9K | 0.00% | SOLD |
| 397 | GILD | GILEAD SCIENCES INC | Healthcare | 78 | $9K | 0.00% | SOLD |
| 398 | BKR | BAKER HUGHES COMPANY | Energy | 175 | $9K | 0.00% | SOLD |
| 399 | DHR | DANAHER CORPORATION | Healthcare | 43 | $9K | 0.00% | SOLD |
| 400 | VNO | VORNADO RLTY TR | Real Estate | 210 | $9K | 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%