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Portfolio (Quarterly) Guide ↗

Tortoise Investment Management, LLC

· CIK 0001599511
13F Portfolio $1.1B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1554 New
Page 65 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CFR CULLEN FROST BANKERS INC Financial Services 2.0 $254.0 NEW $127.00 +9.9%
1282 EAT BRINKER INTL INC Consumer Cyclical 2.0 $253.0 NEW $126.50 +10.4%
1283 PEN PENUMBRA INC Healthcare 1.0 $253.0 NEW $253.00 +29.7%
1284 MAT MATTEL INC Consumer Cyclical 15.0 $252.0 NEW $16.80 -10.3%
1285 CRUS CIRRUS LOGIC INC Technology 2.0 $251.0 NEW $125.50 +42.1%
1286 NNI NELNET INC Financial Services 2.0 $251.0 NEW $125.50 +3.2%
1287 CHCO CITY HLDG CO Financial Services 2.0 $248.0 NEW $124.00 +1.0%
1288 MKSI MKS INC. Technology 2.0 $248.0 NEW $124.00 +169.4%
1289 RBRK RUBRIK INC. Technology 3.0 $247.0 NEW $82.33 -17.0%
1290 TFX TELEFLEX INCORPORATED Healthcare 2.0 $245.0 NEW $122.50 +7.7%
1291 INGR INGREDION INC Consumer Defensive 2.0 $244.0 NEW $122.00 -15.3%
1292 NHC NATIONAL HEALTHCARE CORP Healthcare 2.0 $243.0 NEW $121.50 +56.4%
1293 SCCO SOUTHERN COPPER CORP Basic Materials 2.0 $243.0 NEW $121.50 +56.3%
1294 CSW INDUSTRIALS INC 1.0 $243.0 NEW $243.00
1295 FSS FEDERAL SIGNAL CORP Industrials 2.0 $238.0 NEW $119.00 -2.1%
1296 ARMK ARAMARK Industrials 6.0 $230.0 NEW $38.33 +36.4%
1297 HAS HASBRO INC Consumer Cyclical 3.0 $228.0 NEW $76.00 +15.8%
1298 TKR TIMKEN CO Industrials 3.0 $226.0 NEW $75.33 +69.1%
1299 CART MAPLEBEAR INC Consumer Cyclical 6.0 $221.0 NEW $36.83 +10.0%
1300 NATH NATHANS FAMOUS INC NEW Consumer Cyclical 2.0 $221.0 NEW $110.50 -8.4%
Page 65 of 78  ·  1,554 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 63.1%
Technology 16.0%
Industrials 6.2%
Healthcare 3.2%
Consumer Cyclical 3.2%
Consumer Defensive 2.8%
Communication Services 2.6%
Energy 1.4%
Utilities 0.8%
Basic Materials 0.4%