Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 401 | ANET | ARISTA NETWORKS INC | Technology | 56 | $8K | 0.00% | SOLD |
| 402 | IHI | ISHARES TR | — | 135 | $8K | 0.00% | SOLD |
| 403 | SLB | SCHLUMBERGER LTD | Energy | 236 | $8K | 0.00% | SOLD |
| 404 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 58 | $8K | 0.00% | SOLD |
| 405 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 74 | $8K | 0.00% | SOLD |
| 406 | RKT | ROCKET COS INC | Financial Services | 411 | $8K | 0.00% | SOLD |
| 407 | KIM | KIMCO RLTY CORP | Real Estate | 364 | $8K | 0.00% | SOLD |
| 408 | WRB | BERKLEY W R CORP | Financial Services | 103 | $8K | 0.00% | SOLD |
| 409 | LVHI | LEGG MASON ETF INVT | — | 227 | $8K | 0.00% | SOLD |
| 410 | HGLB | HIGHLAND GLOBAL ALLOCATION F | Financial Services | 863 | $8K | 0.00% | SOLD |
| 411 | BIIB | BIOGEN INC | Healthcare | 56 | $8K | 0.00% | SOLD |
| 412 | JLL | JONES LANG LASALLE INC | Real Estate | 26 | $8K | 0.00% | SOLD |
| 413 | WPP | WPP PLC NEW | Communication Services | 308 | $8K | 0.00% | SOLD |
| 414 | JBGS | JBG SMITH PPTYS | Real Estate | 341 | $8K | 0.00% | SOLD |
| 415 | RES | RPC INC | Energy | 1,593 | $8K | 0.00% | SOLD |
| 416 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 234 | $7K | 0.00% | SOLD |
| 417 | BBJP | J P MORGAN EXCHANGE TRADED F | — | 111 | $7K | 0.00% | SOLD |
| 418 | VRSN | VERISIGN INC | Technology | 26 | $7K | 0.00% | SOLD |
| 419 | IJJ | ISHARES TR | — | 56 | $7K | 0.00% | SOLD |
| 420 | — | IQVIA HLDGS INC | — | 38 | $7K | 0.00% | SOLD |
Sector Allocation
Financial Services
67.1%
Technology
17.3%
Industrials
4.5%
Healthcare
2.9%
Consumer Cyclical
2.7%
Consumer Defensive
2.5%
Communication Services
1.7%
Energy
0.9%
Utilities
0.2%