Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1201 | DOCS | DOXIMITY INC | Healthcare | 1 | $73.0 | — | SOLD |
| 1202 | LSCC | LATTICE SEMICONDUCTOR CORP | Technology | 1 | $73.0 | — | SOLD |
| 1203 | — | LIVEWIRE GROUP INC | — | 1,000 | $73.0 | — | SOLD |
| 1204 | PCOR | PROCORE TECHNOLOGIES INC | Technology | 1 | $73.0 | — | SOLD |
| 1205 | SSRM | SSR MINING IN | Basic Materials | 3 | $73.0 | — | SOLD |
| 1206 | QTWO | Q2 HLDGS INC | Technology | 1 | $72.0 | — | SOLD |
| 1207 | WMK | WEIS MKTS INC | Consumer Defensive | 1 | $72.0 | — | SOLD |
| 1208 | ADC | AGREE RLTY CORP | Real Estate | 1 | $71.0 | — | SOLD |
| 1209 | IRMD | IRADIMED CORP | Healthcare | 1 | $71.0 | — | SOLD |
| 1210 | SAFT | SAFETY INS GROUP INC | Financial Services | 1 | $71.0 | — | SOLD |
| 1211 | ARCB | ARCBEST CORP | Industrials | 1 | $70.0 | — | SOLD |
| 1212 | IMKTA | INGLES MKTS INC | Consumer Defensive | 1 | $70.0 | — | SOLD |
| 1213 | KFY | KORN FERRY | Industrials | 1 | $70.0 | — | SOLD |
| 1214 | MIR | MIRION TECHNOLOGIES INC | Industrials | 3 | $70.0 | — | SOLD |
| 1215 | SYBT | STOCK YDS BANCORP INC | Financial Services | 1 | $70.0 | — | SOLD |
| 1216 | CTRE | CARETRUST REIT INC | Real Estate | 2 | $69.0 | — | SOLD |
| 1217 | MGM | MGM RESORTS INTERNATIONAL | Consumer Cyclical | 2 | $69.0 | — | SOLD |
| 1218 | CXT | CRANE NXT CO | Industrials | 1 | $67.0 | — | SOLD |
| 1219 | QVCGA | QVC GROUP INC | Consumer Cyclical | 5 | $67.0 | — | SOLD |
| 1220 | UGI | UGI CORP NEW | Utilities | 2 | $67.0 | — | 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%