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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 47 of 66  ·  1,318 positions
# Ticker Company Sector Shares Value ↓ % Port Status
921 OKTA OKTA INC Technology 6 $550.0 SOLD
922 UUUU ENERGY FUELS INC Energy 35 $537.0 SOLD
923 ESS ESSEX PPTY TR INC Real Estate 2 $535.0 SOLD
924 CPT CAMDEN PPTY TR Real Estate 5 $534.0 SOLD
925 DT DYNATRACE INC Technology 11 $533.0 SOLD
926 LIFE360 INC 5 $532.0 SOLD
927 CHRW C H ROBINSON WORLDWIDE INC Industrials 4 $530.0 SOLD
928 WTFC WINTRUST FINL CORP Financial Services 4 $530.0 SOLD
929 IDA IDACORP INC Utilities 4 $529.0 SOLD
930 RALLIANT CORP 12 $525.0 SOLD
931 FLEX FLEX LTD Technology 9 $522.0 SOLD
932 OSK OSHKOSH CORP Industrials 4 $519.0 SOLD
933 PLNT PLANET FITNESS INC Consumer Cyclical 5 $519.0 SOLD
934 MSA MSA SAFETY INC Industrials 3 $516.0 SOLD
935 WYNN WYNN RESORTS LTD Consumer Cyclical 4 $513.0 SOLD
936 BPOP POPULAR INC Financial Services 4 $508.0 SOLD
937 UPST UPSTART HLDGS INC Financial Services 10 $508.0 SOLD
938 AMCOR PLC 62 $507.0 SOLD
939 AGM FEDERAL AGRIC MTG CORP Financial Services 3 $504.0 SOLD
940 GNRC GENERAC HLDGS INC Industrials 3 $502.0 SOLD
Page 47 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%