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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 57 of 66  ·  1,318 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1121 PII POLARIS INC Consumer Cyclical 2 $116.0 SOLD
1122 GLOBUS MED INC 2 $115.0 SOLD
1123 KVUE KENVUE INC Consumer Defensive 7 $114.0 SOLD
1124 TCBX THIRD COAST BANCSHARES INC Financial Services 3 $114.0 SOLD
1125 THFF FIRST FINANCIAL CORPORATION Financial Services 2 $113.0 SOLD
1126 NSIT INSIGHT ENTERPRISES INC Technology 1 $113.0 SOLD
1127 NPK NATIONAL PRESTO INDS INC Industrials 1 $112.0 SOLD
1128 TMDX TRANSMEDICS GROUP INC Healthcare 1 $112.0 SOLD
1129 BOKF BOK FINL CORP Financial Services 1 $111.0 SOLD
1130 PCYO PURE CYCLE CORP Utilities 10 $111.0 SOLD
1131 SLM SLM CORP Financial Services 4 $111.0 SOLD
1132 GVA GRANITE CONSTR INC Industrials 1 $110.0 SOLD
1133 LYFT LYFT INC Technology 5 $110.0 SOLD
1134 NDAQ CALL NASDAQ INC Financial Services 200 $110.0 SOLD
1135 BRBR BELLRING BRANDS INC Consumer Defensive 3 $109.0 SOLD
1136 SFM SPROUTS FMRS MKT INC Consumer Defensive 1 $109.0 SOLD
1137 CCB COASTAL FINL CORP WA Financial Services 1 $108.0 SOLD
1138 SENEA SENECA FOODS CORP NEW Consumer Defensive 1 $108.0 SOLD
1139 SHAK CALL SHAKE SHACK INC Consumer Cyclical 200 $107.0 SOLD
1140 ACIW ACI WORLDWIDE INC Technology 2 $106.0 SOLD
Page 57 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%