Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | ITW | ILLINOIS TOOL WKS INC | Industrials | 221 | $58K | 0.01% | SOLD |
| 142 | EXC | EXELON CORP | Utilities | 1,257 | $57K | 0.01% | SOLD |
| 143 | MO | ALTRIA GROUP INC | Consumer Defensive | 854 | $56K | 0.01% | SOLD |
| 144 | VYM | VANGUARD WHITEHALL FDS | — | 399 | $56K | 0.01% | SOLD |
| 145 | — | HIPPO HLDGS INC | — | 1,536 | $56K | 0.01% | SOLD |
| 146 | USB | US BANCORP DEL | Financial Services | 1,140 | $55K | 0.01% | SOLD |
| 147 | — | ELME COMMUNITIES | — | 3,250 | $55K | 0.01% | SOLD |
| 148 | PCQ | PIMCO CALIF MUN INCOME FD | Financial Services | 6,264 | $55K | 0.01% | SOLD |
| 149 | VSCO | VICTORIAS SECRET AND CO | Consumer Cyclical | 2,006 | $54K | 0.01% | SOLD |
| 150 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 323 | $54K | 0.01% | SOLD |
| 151 | GIS | GENERAL MLS INC | Consumer Defensive | 1,074 | $54K | 0.01% | SOLD |
| 152 | GLD | SPDR GOLD TR | Financial Services | 152 | $54K | 0.01% | SOLD |
| 153 | NOW | SERVICENOW INC | Technology | 58 | $53K | 0.01% | SOLD |
| 154 | MYN | BLACKROCK MUNIYIELD N Y QUAL | Financial Services | 5,330 | $53K | 0.01% | SOLD |
| 155 | SO | SOUTHERN CO | Utilities | 557 | $53K | 0.01% | SOLD |
| 156 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 108 | $52K | 0.01% | SOLD |
| 157 | XNTK | SPDR SERIES TRUST | — | 191 | $52K | 0.01% | SOLD |
| 158 | HYD | VANECK ETF TRUST | — | 1,000 | $51K | 0.01% | SOLD |
| 159 | BDX | BECTON DICKINSON & CO | Healthcare | 270 | $51K | 0.01% | SOLD |
| 160 | EBAY | EBAY INC. | Consumer Cyclical | 552 | $50K | 0.00% | 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%