Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 421 | APP | APPLOVIN CORP | Technology | 10 | $7K | 0.00% | SOLD |
| 422 | GHC | GRAHAM HLDGS CO | Consumer Defensive | 6 | $7K | 0.00% | SOLD |
| 423 | UE | URBAN EDGE PPTYS | Real Estate | 340 | $7K | 0.00% | SOLD |
| 424 | MCK | MCKESSON CORP | Healthcare | 9 | $7K | 0.00% | SOLD |
| 425 | CRON | CRONOS GROUP INC | Healthcare | 2,500 | $7K | 0.00% | SOLD |
| 426 | HTZ | HERTZ GLOBAL HLDGS INC | Industrials | 1,000 | $7K | 0.00% | SOLD |
| 427 | TMHC | TAYLOR MORRISON HOME CORP | Consumer Cyclical | 103 | $7K | 0.00% | SOLD |
| 428 | RACE | FERRARI N V | Consumer Cyclical | 14 | $7K | 0.00% | SOLD |
| 429 | — | AIR LEASE CORP | — | 107 | $7K | 0.00% | SOLD |
| 430 | DDS | DILLARDS INC | Consumer Cyclical | 11 | $7K | 0.00% | SOLD |
| 431 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 76 | $7K | 0.00% | SOLD |
| 432 | ARKQ | ARK ETF TR | — | 60 | $7K | 0.00% | SOLD |
| 433 | PRGO | PERRIGO CO PLC | Healthcare | 300 | $7K | 0.00% | SOLD |
| 434 | WELL | WELLTOWER INC | Real Estate | 37 | $7K | 0.00% | SOLD |
| 435 | MTSI | MACOM TECH SOLUTIONS HLDGS I | Technology | 52 | $6K | 0.00% | SOLD |
| 436 | FDS | FACTSET RESH SYS INC | Financial Services | 22 | $6K | 0.00% | SOLD |
| 437 | EVG | EATON VANCE SHORT DURATION D | Financial Services | 550 | $6K | 0.00% | SOLD |
| 438 | HWM | HOWMET AEROSPACE INC | Industrials | 31 | $6K | 0.00% | SOLD |
| 439 | EWJ | ISHARES INC | — | 74 | $6K | 0.00% | SOLD |
| 440 | BEPC | BROOKFIELD RENEWABLE CORP | Utilities | 171 | $6K | 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%