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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 51 of 66  ·  1,318 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1001 ARW ARROW ELECTRS INC Technology 3 $363.0 SOLD
1002 THG HANOVER INS GROUP INC Financial Services 2 $363.0 SOLD
1003 PI IMPINJ INC Technology 2 $362.0 SOLD
1004 BDC BELDEN INC Technology 3 $361.0 SOLD
1005 BMI BADGER METER INC Technology 2 $357.0 SOLD
1006 ALLY ALLY FINL INC Financial Services 9 $353.0 SOLD
1007 FOX FOX CORP Communication Services 6 $344.0 SOLD
1008 FRHC FREEDOM HLDG CORP NEV Financial Services 2 $344.0 SOLD
1009 COOPER COS INC 5 $343.0 SOLD
1010 STNE STONECO LTD Technology 18 $340.0 SOLD
1011 SANDISK CORP 3 $337.0 SOLD
1012 ESAB ESAB CORPORATION Industrials 3 $335.0 SOLD
1013 MKC MCCORMICK & CO INC Consumer Defensive 5 $335.0 SOLD
1014 EIX EDISON INTL Utilities 6 $332.0 SOLD
1015 VSEC VSE CORP Industrials 2 $332.0 SOLD
1016 FCN FTI CONSULTING INC Industrials 2 $323.0 SOLD
1017 NTRA NATERA INC Healthcare 2 $322.0 SOLD
1018 ZIMVIE INC 17 $322.0 SOLD
1019 NVX NOVONIX LIMITED Industrials 250 $320.0 SOLD
1020 AUR AURORA INNOVATION INC Technology 59 $318.0 SOLD
Page 51 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%