Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 941 | SSD | SIMPSON MFG INC | Industrials | 3 | $502.0 | — | SOLD |
| 942 | UNF | UNIFIRST CORP MASS | Industrials | 3 | $502.0 | — | SOLD |
| 943 | — | LITHIUM ARGENTINA AG | — | 150 | $501.0 | — | SOLD |
| 944 | BOOT | BOOT BARN HLDGS INC | Consumer Cyclical | 3 | $497.0 | — | SOLD |
| 945 | AVY | AVERY DENNISON CORP | Industrials | 3 | $487.0 | — | SOLD |
| 946 | EL CALL | LAUDER ESTEE COS INC | Consumer Defensive | 100 | $480.0 | — | SOLD |
| 947 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 25 | $479.0 | — | SOLD |
| 948 | PCTY | PAYLOCITY HLDG CORP | Technology | 3 | $478.0 | — | SOLD |
| 949 | CC | CHEMOURS CO | Basic Materials | 30 | $475.0 | — | SOLD |
| 950 | FCFS | FIRSTCASH HOLDINGS INC | Financial Services | 3 | $475.0 | — | SOLD |
| 951 | COKE | COCA COLA CONS INC | Consumer Defensive | 4 | $469.0 | — | SOLD |
| 952 | HUBS | HUBSPOT INC | Technology | 1 | $468.0 | — | SOLD |
| 953 | CVSA | ADTALEM GLOBAL ED INC | Consumer Cyclical | 3 | $463.0 | — | SOLD |
| 954 | SANM | SANMINA CORPORATION | Technology | 4 | $460.0 | — | SOLD |
| 955 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 7 | $458.0 | — | SOLD |
| 956 | TNK | TEEKAY TANKERS LTD | Energy | 9 | $455.0 | — | SOLD |
| 957 | BCPC | BALCHEM CORP | Basic Materials | 3 | $450.0 | — | SOLD |
| 958 | CHE | CHEMED CORP NEW | Healthcare | 1 | $448.0 | — | SOLD |
| 959 | LRN | STRIDE INC | Consumer Defensive | 3 | $447.0 | — | SOLD |
| 960 | BRX | BRIXMOR PPTY GROUP INC | Real Estate | 16 | $443.0 | — | 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%