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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 73 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 — LIVEWIRE GROUP INC — 1,000.0 $73.0 — NEW — $0.07 —
1442 QTWO Q2 HLDGS INC Technology 1.0 $72.0 — NEW — $72.00 -23.5%
1443 WMK WEIS MKTS INC Consumer Defensive 1.0 $72.0 — NEW — $72.00 +1.2%
1444 ADC AGREE RLTY CORP Real Estate 1.0 $71.0 — NEW — $71.00 -5.2%
1445 IRMD IRADIMED CORP Healthcare 1.0 $71.0 — NEW — $71.00 +22.1%
1446 SAFT SAFETY INS GROUP INC Financial Services 1.0 $71.0 — NEW — $71.00 +45.9%
1447 ARCB ARCBEST CORP Industrials 1.0 $70.0 — NEW — $70.00 +81.5%
1448 IMKTA INGLES MKTS INC Consumer Defensive 1.0 $70.0 — NEW — $70.00 +21.6%
1449 KFY KORN FERRY Industrials 1.0 $70.0 — NEW — $70.00 +1.9%
1450 MIR MIRION TECHNOLOGIES INC Industrials 3.0 $70.0 — NEW — $23.33 -38.5%
1451 SYBT STOCK YDS BANCORP INC Financial Services 1.0 $70.0 — NEW — $70.00 +11.5%
1452 CTRE CARETRUST REIT INC Real Estate 2.0 $69.0 — NEW — $34.50 +8.5%
1453 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 2.0 $69.0 — NEW — $34.50 -7.7%
1454 CXT CRANE NXT CO Industrials 1.0 $67.0 — NEW — $67.00 -29.1%
1455 QVCGA QVC GROUP INC Consumer Cyclical 5.0 $67.0 — NEW — $13.40 -98.3%
1456 UGI UGI CORP NEW Utilities 2.0 $67.0 — NEW — $33.50 +8.2%
1457 ONB OLD NATL BANCORP IND Financial Services 3.0 $66.0 — NEW — $22.00 +14.6%
1458 NVEC NVE CORP Technology 1.0 $65.0 — NEW — $65.00 +68.9%
1459 RLI RLI CORP Financial Services 1.0 $65.0 — NEW — $65.00 -13.9%
1460 RRBI RED RIVER BANCSHARES INC Financial Services 1.0 $65.0 — NEW — $65.00 +53.5%
Page 73 of 78  ·  1,554 positions

① 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 63.5%
Technology 16.1%
Industrials 6.3%
Healthcare 3.3%
Consumer Cyclical 3.2%
Consumer Defensive 2.8%
Communication Services 2.2%
Energy 1.3%
Utilities 0.8%
Basic Materials 0.4%