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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 7 of 66  ·  1,318 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 422 $70K 0.01% SOLD
122 QTUM ETF SER SOLUTIONS 650 $68K 0.01% SOLD
123 ROL ROLLINS INC Consumer Cyclical 1,137 $67K 0.01% SOLD
124 FLMX FRANKLIN TEMPLETON ETF TR 2,000 $66K 0.01% SOLD
125 WM WASTE MGMT INC DEL Industrials 299 $66K 0.01% SOLD
126 NRK NUVEEN NEW YORK AMT QLT MUNI Financial Services 6,400 $65K 0.01% SOLD
127 MS MORGAN STANLEY Financial Services 406 $65K 0.01% SOLD
128 VOT VANGUARD INDEX FDS 219 $64K 0.01% SOLD
129 RPM RPM INTL INC Basic Materials 544 $64K 0.01% SOLD
130 WFC WELLS FARGO CO NEW Financial Services 761 $64K 0.01% SOLD
131 AJG GALLAGHER ARTHUR J & CO Financial Services 205 $63K 0.01% SOLD
132 SBUX STARBUCKS CORP Consumer Cyclical 745 $63K 0.01% SOLD
133 YUMC YUM CHINA HLDGS INC Consumer Cyclical 1,466 $63K 0.01% SOLD
134 DELL DELL TECHNOLOGIES INC Technology 442 $63K 0.01% SOLD
135 MSI MOTOROLA SOLUTIONS INC Technology 136 $62K 0.01% SOLD
136 KBH KB HOME Consumer Cyclical 960 $61K 0.01% SOLD
137 BLK BLACKROCK INC Financial Services 52 $61K 0.01% SOLD
138 LIN LINDE PLC Basic Materials 126 $60K 0.01% SOLD
139 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 100 $60K 0.01% SOLD
140 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,316 $59K 0.01% SOLD
Page 7 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%