Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 441 | PCAR | PACCAR INC | Industrials | 59 | $6K | 0.00% | SOLD |
| 442 | TDOC | TELADOC HEALTH INC | Healthcare | 748 | $6K | 0.00% | SOLD |
| 443 | OSIS | OSI SYSTEMS INC | Technology | 23 | $6K | 0.00% | SOLD |
| 444 | GDX | VANECK ETF TRUST | — | 75 | $6K | 0.00% | SOLD |
| 445 | DSI | ISHARES TR | — | 45 | $6K | 0.00% | SOLD |
| 446 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 10 | $6K | 0.00% | SOLD |
| 447 | EOG | EOG RES INC | Energy | 50 | $6K | — | SOLD |
| 448 | FXH | FIRST TR EXCHANGE TRADED FD | — | 51 | $6K | — | SOLD |
| 449 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 8 | $6K | — | SOLD |
| 450 | FDVV | FIDELITY COVINGTON TRUST | — | 100 | $6K | — | SOLD |
| 451 | BALL | BALL CORP | Consumer Cyclical | 109 | $5K | — | SOLD |
| 452 | NVST | ENVISTA HOLDINGS CORPORATION | Healthcare | 262 | $5K | — | SOLD |
| 453 | NEM | NEWMONT CORP | Basic Materials | 63 | $5K | — | SOLD |
| 454 | NMRK | NEWMARK GROUP INC | Real Estate | 283 | $5K | — | SOLD |
| 455 | — | VIMEO INC | — | 681 | $5K | — | SOLD |
| 456 | — | CRH PLC | — | 44 | $5K | — | SOLD |
| 457 | GD | GENERAL DYNAMICS CORP | Industrials | 15 | $5K | — | SOLD |
| 458 | DD | DUPONT DE NEMOURS INC | Basic Materials | 65 | $5K | — | SOLD |
| 459 | CCL | CARNIVAL CORP | Consumer Cyclical | 175 | $5K | — | SOLD |
| 460 | SATS | ECHOSTAR CORP | Technology | 66 | $5K | — | 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%