Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 501 | UI | UBIQUITI INC | Technology | 6 | $4K | — | SOLD |
| 502 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 10 | $4K | — | SOLD |
| 503 | UAE | ISHARES TR | — | 204 | $4K | — | SOLD |
| 504 | CFG | CITIZENS FINL GROUP INC | Financial Services | 72 | $4K | — | SOLD |
| 505 | MKL | MARKEL GROUP INC | Financial Services | 2 | $4K | — | SOLD |
| 506 | BURL | BURLINGTON STORES INC | Consumer Cyclical | 15 | $4K | — | SOLD |
| 507 | CMI | CUMMINS INC | Industrials | 9 | $4K | — | SOLD |
| 508 | DHI | D R HORTON INC | Consumer Cyclical | 22 | $4K | — | SOLD |
| 509 | GDDY | GODADDY INC | Technology | 27 | $4K | — | SOLD |
| 510 | MPWR | MONOLITHIC PWR SYS INC | Technology | 4 | $4K | — | SOLD |
| 511 | — | FIDELIS INSURANCE HOLDINGS L | — | 203 | $4K | — | SOLD |
| 512 | D | DOMINION ENERGY INC | Utilities | 60 | $4K | — | SOLD |
| 513 | RGA | REINSURANCE GRP OF AMERICA I | Financial Services | 19 | $4K | — | SOLD |
| 514 | SEB | SEABOARD CORP DEL | Industrials | 1 | $4K | — | SOLD |
| 515 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 14 | $4K | — | SOLD |
| 516 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 26 | $4K | — | SOLD |
| 517 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 18 | $4K | — | SOLD |
| 518 | AXON | AXON ENTERPRISE INC | Industrials | 5 | $4K | — | SOLD |
| 519 | ANGI | ANGI INC | Communication Services | 220 | $4K | — | SOLD |
| 520 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 19 | $4K | — | 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%