Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | JCI | JOHNSON CTLS INTL PLC | Industrials | 899 | $99K | 0.01% | SOLD |
| 82 | SPGI | S&P GLOBAL INC | Financial Services | 203 | $99K | 0.01% | SOLD |
| 83 | — | TXNM ENERGY INC | — | 1,729 | $98K | 0.01% | SOLD |
| 84 | COP | CONOCOPHILLIPS | Energy | 1,029 | $97K | 0.01% | SOLD |
| 85 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 345 | $96K | 0.01% | SOLD |
| 86 | AVSF | AMERICAN CENTY ETF TR | — | 2,040 | $96K | 0.01% | SOLD |
| 87 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 773 | $96K | 0.01% | SOLD |
| 88 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 843 | $95K | 0.01% | SOLD |
| 89 | AMGN | AMGEN INC | Healthcare | 332 | $94K | 0.01% | SOLD |
| 90 | PFE | PFIZER INC | Healthcare | 3,661 | $93K | 0.01% | SOLD |
| 91 | LOW | LOWES COS INC | Consumer Cyclical | 370 | $93K | 0.01% | SOLD |
| 92 | VDC | VANGUARD WORLD FD | — | 431 | $92K | 0.01% | SOLD |
| 93 | DFAT | DIMENSIONAL ETF TRUST | — | 1,550 | $90K | 0.01% | SOLD |
| 94 | NSC | NORFOLK SOUTHN CORP | Industrials | 300 | $90K | 0.01% | SOLD |
| 95 | AMAT | APPLIED MATLS INC | Technology | 437 | $89K | 0.01% | SOLD |
| 96 | WMT | WALMART INC | Consumer Defensive | 848 | $87K | 0.01% | SOLD |
| 97 | IBB | ISHARES TR | — | 603 | $87K | 0.01% | SOLD |
| 98 | PAA | PLAINS ALL AMERN PIPELINE L | Energy | 5,100 | $87K | 0.01% | SOLD |
| 99 | AMD | ADVANCED MICRO DEVICES INC | Technology | 537 | $87K | 0.01% | SOLD |
| 100 | MET | METLIFE INC | Financial Services | 1,054 | $87K | 0.01% | 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%