Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 461 | ALK | ALASKA AIR GROUP INC | Industrials | 101 | $5K | — | SOLD |
| 462 | CACI | CACI INTL INC | Technology | 10 | $5K | — | SOLD |
| 463 | SPMD | SPDR SERIES TRUST | — | 87 | $5K | — | SOLD |
| 464 | CSL | CARLISLE COS INC | Industrials | 15 | $5K | — | SOLD |
| 465 | XLE | SELECT SECTOR SPDR TR | — | 54 | $5K | — | SOLD |
| 466 | PJT | PJT PARTNERS INC | Financial Services | 27 | $5K | — | SOLD |
| 467 | ADSK | AUTODESK INC | Technology | 15 | $5K | — | SOLD |
| 468 | MCO | MOODYS CORP | Financial Services | 10 | $5K | — | SOLD |
| 469 | LII | LENNOX INTL INC | Industrials | 9 | $5K | — | SOLD |
| 470 | BGC | BGC GROUP INC | Financial Services | 500 | $5K | — | SOLD |
| 471 | MMU | WESTERN ASSET MANAGED MUNS F | Financial Services | 457 | $5K | — | SOLD |
| 472 | — | MIND MEDICINE MINDMED INC | — | 400 | $5K | — | SOLD |
| 473 | MRVL | MARVELL TECHNOLOGY INC | Technology | 56 | $5K | — | SOLD |
| 474 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 26 | $5K | — | SOLD |
| 475 | — | FORTINET INC | — | 55 | $5K | — | SOLD |
| 476 | BRO | BROWN & BROWN INC | Financial Services | 49 | $5K | — | SOLD |
| 477 | DE | DEERE & CO | Industrials | 10 | $5K | — | SOLD |
| 478 | RNR | RENAISSANCERE HLDGS LTD | Financial Services | 18 | $5K | — | SOLD |
| 479 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 13 | $5K | — | SOLD |
| 480 | LOAR | LOAR HOLDINGS INC | Industrials | 57 | $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%