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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 72 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 NHI NATIONAL HEALTH INVS INC Real Estate 1.0 $80.0 NEW $80.00 -4.5%
1422 XENE XENON PHARMACEUTICALS INC Healthcare 2.0 $80.0 NEW $40.00 +35.4%
1423 IPGP IPG PHOTONICS CORP Technology 1.0 $79.0 NEW $79.00 +50.6%
1424 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1.0 $78.0 NEW $78.00 +13.4%
1425 UNM UNUM GROUP Financial Services 1.0 $78.0 NEW $78.00 +8.4%
1426 BCC BOISE CASCADE CO DEL Basic Materials 1.0 $77.0 NEW $77.00 -12.8%
1427 KALU KAISER ALUMINUM CORP Basic Materials 1.0 $77.0 NEW $77.00 +127.9%
1428 XOMA XOMA ROYALTY CORPORATION Healthcare 2.0 $77.0 NEW $38.50 +8.2%
1429 CBT CABOT CORP Basic Materials 1.0 $76.0 NEW $76.00 +9.7%
1430 VOYA VOYA FINANCIAL INC Financial Services 1.0 $75.0 NEW $75.00 +9.9%
1431 GCI LIBERTY INC 2.0 $75.0 NEW $37.50
1432 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 1.0 $74.0 NEW $74.00 -34.9%
1433 INVX INNOVEX INTERNATIONAL INC Energy 4.0 $74.0 NEW $18.50 +62.4%
1434 KGS KODIAK GAS SVCS INC Energy 2.0 $74.0 NEW $37.00 +99.2%
1435 AWR AMER STATES WTR CO Utilities 1.0 $73.0 NEW $73.00 +5.0%
1436 ABCB AMERIS BANCORP Financial Services 1.0 $73.0 NEW $73.00 +16.0%
1437 DOCS DOXIMITY INC Healthcare 1.0 $73.0 NEW $73.00 -72.7%
1438 LSCC LATTICE SEMICONDUCTOR CORP Technology 1.0 $73.0 NEW $73.00 +96.2%
1439 PCOR PROCORE TECHNOLOGIES INC Technology 1.0 $73.0 NEW $73.00 -35.8%
1440 SSRM SSR MINING IN Basic Materials 3.0 $73.0 NEW $24.33 +22.1%
Page 72 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%