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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 -35.9%
1443 WMK WEIS MKTS INC Consumer Defensive 1.0 $72.0 NEW $72.00 +0.4%
1444 ADC AGREE RLTY CORP Real Estate 1.0 $71.0 NEW $71.00 +6.3%
1445 IRMD IRADIMED CORP Healthcare 1.0 $71.0 NEW $71.00 +29.7%
1446 SAFT SAFETY INS GROUP INC Financial Services 1.0 $71.0 NEW $71.00 +2.4%
1447 ARCB ARCBEST CORP Industrials 1.0 $70.0 NEW $70.00 +78.0%
1448 IMKTA INGLES MKTS INC Consumer Defensive 1.0 $70.0 NEW $70.00 +26.3%
1449 KFY KORN FERRY Industrials 1.0 $70.0 NEW $70.00 -2.8%
1450 MIR MIRION TECHNOLOGIES INC Industrials 3.0 $70.0 NEW $23.33 -21.4%
1451 SYBT STOCK YDS BANCORP INC Financial Services 1.0 $70.0 NEW $70.00 +1.7%
1452 CTRE CARETRUST REIT INC Real Estate 2.0 $69.0 NEW $34.50 +19.2%
1453 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 2.0 $69.0 NEW $34.50 +11.3%
1454 CXT CRANE NXT CO Industrials 1.0 $67.0 NEW $67.00 -38.6%
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 +6.4%
1457 ONB OLD NATL BANCORP IND Financial Services 3.0 $66.0 NEW $22.00 +8.8%
1458 NVEC NVE CORP Technology 1.0 $65.0 NEW $65.00 +40.4%
1459 RLI RLI CORP Financial Services 1.0 $65.0 NEW $65.00 -19.1%
1460 RRBI RED RIVER BANCSHARES INC Financial Services 1.0 $65.0 NEW $65.00 +39.5%
Page 73 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%