Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 781 | DLTR | DOLLAR TREE INC | Consumer Defensive | 12 | $1K | — | SOLD |
| 782 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 8 | $1K | — | SOLD |
| 783 | LNN | LINDSAY CORP | Industrials | 8 | $1K | — | SOLD |
| 784 | — | APTIV PLC | — | 13 | $1K | — | SOLD |
| 785 | VWOB | VANGUARD WHITEHALL FDS | — | 17 | $1K | — | SOLD |
| 786 | SFL | SFL CORPORATION LTD | Industrials | 148 | $1K | — | SOLD |
| 787 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 5 | $1K | — | SOLD |
| 788 | TXT | TEXTRON INC | Industrials | 13 | $1K | — | SOLD |
| 789 | — | CHARGEPOINT HOLDINGS INC | — | 100 | $1K | — | SOLD |
| 790 | ON | ON SEMICONDUCTOR CORP | Technology | 22 | $1K | — | SOLD |
| 791 | STPZ | PIMCO ETF TR | — | 20 | $1K | — | SOLD |
| 792 | — | HOLOGIC INC | — | 16 | $1K | — | SOLD |
| 793 | DXCM | DEXCOM INC | Healthcare | 16 | $1K | — | SOLD |
| 794 | SAP | SAP SE | Technology | 4 | $1K | — | SOLD |
| 795 | — | SMURFIT WESTROCK PLC | — | 25 | $1K | — | SOLD |
| 796 | LFUS | LITTELFUSE INC | Technology | 4 | $1K | — | SOLD |
| 797 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 18 | $1K | — | SOLD |
| 798 | SUI | SUN CMNTYS INC | Real Estate | 8 | $1K | — | SOLD |
| 799 | WEC | WEC ENERGY GROUP INC | Utilities | 9 | $1K | — | SOLD |
| 800 | HLI | HOULIHAN LOKEY INC | Financial Services | 5 | $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%