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Portfolio (Quarterly) Guide ↗

Tortoise Investment Management, LLC

· CIK 0001599511
13F Portfolio $1.1B AUM 240 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 89 Added 86 Reduced 1318 Exited
Page 42 of 66  ·  1,318 positions
# Ticker Company Sector Shares Value ↓ % Port Status
821 DG DOLLAR GEN CORP NEW Consumer Defensive 9 $930.0 SOLD
822 EQT EQT CORP Energy 17 $925.0 SOLD
823 TTMI TTM TECHNOLOGIES INC Technology 16 $922.0 SOLD
824 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 11 $918.0 SOLD
825 OGI ORGANIGRAM GLOBAL INC Healthcare 450 $914.0 SOLD
826 POWL POWELL INDS INC Industrials 3 $914.0 SOLD
827 GEN GEN DIGITAL INC Technology 32 $908.0 SOLD
828 ONTO ONTO INNOVATION INC Technology 7 $905.0 SOLD
829 NPO ENPRO INC Industrials 4 $904.0 SOLD
830 WAT WATERS CORP Healthcare 3 $899.0 SOLD
831 LUV SOUTHWEST AIRLS CO Industrials 28 $893.0 SOLD
832 CNH INDL N V 82 $890.0 SOLD
833 TTD THE TRADE DESK INC Technology 18 $882.0 SOLD
834 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 20 $881.0 SOLD
835 CMS CMS ENERGY CORP Utilities 12 $879.0 SOLD
836 LOPE GRAND CANYON ED INC Consumer Defensive 4 $878.0 SOLD
837 MRVL CALL MARVELL TECHNOLOGY INC Technology 100 $875.0 SOLD
838 CIEN CIENA CORP Technology 6 $874.0 SOLD
839 PSA PUBLIC STORAGE OPER CO Real Estate 3 $867.0 SOLD
840 AIZ ASSURANT INC Financial Services 4 $866.0 SOLD
Page 42 of 66  ·  1,318 positions
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%