Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 741 | DOV | DOVER CORP | Industrials | 8 | $1K | — | SOLD |
| 742 | SCI | SERVICE CORP INTL | Consumer Cyclical | 16 | $1K | — | SOLD |
| 743 | CWT | CALIFORNIA WTR SVC GROUP | Utilities | 29 | $1K | — | SOLD |
| 744 | VRTS | VIRTUS INVT PARTNERS INC | Financial Services | 7 | $1K | — | SOLD |
| 745 | PNR | PENTAIR PLC | Industrials | 12 | $1K | — | SOLD |
| 746 | AIT | APPLIED INDL TECHNOLOGIES IN | Industrials | 5 | $1K | — | SOLD |
| 747 | JBL | JABIL INC | Technology | 6 | $1K | — | SOLD |
| 748 | MHO | M/I HOMES INC | Consumer Cyclical | 9 | $1K | — | SOLD |
| 749 | — | RB GLOBAL INC | — | 12 | $1K | — | SOLD |
| 750 | MBUU | MALIBU BOATS INC | Consumer Cyclical | 40 | $1K | — | SOLD |
| 751 | PLOW | DOUGLAS DYNAMICS INC | Consumer Cyclical | 41 | $1K | — | SOLD |
| 752 | GGG | GRACO INC | Industrials | 15 | $1K | — | SOLD |
| 753 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 10 | $1K | — | SOLD |
| 754 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 9 | $1K | — | SOLD |
| 755 | MSEX | MIDDLESEX WTR CO | Utilities | 23 | $1K | — | SOLD |
| 756 | EUFN | ISHARES TR | — | 36 | $1K | — | SOLD |
| 757 | PODD | INSULET CORP | Healthcare | 4 | $1K | — | SOLD |
| 758 | — | INSTALLED BLDG PRODS INC | — | 5 | $1K | — | SOLD |
| 759 | AIYY | TIDAL TRUST II | — | 473 | $1K | — | SOLD |
| 760 | BGT | BLACKROCK FLOATING RATE INC | Financial Services | 100 | $1K | — | 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%