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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 74 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 STEP STEPSTONE GROUP INC Financial Services 1.0 $65.0 NEW $65.00 -17.3%
1462 VCTR VICTORY CAP HLDGS INC Financial Services 1.0 $65.0 NEW $65.00 +32.2%
1463 CRSP CRISPR THERAPEUTICS AG Healthcare 1.0 $65.0 NEW $65.00 -22.5%
1464 CCC CCC INTELLIGENT SOLUTIONS HL Technology 7.0 $64.0 NEW $9.14 -50.1%
1465 LKFN LAKELAND FINL CORP Financial Services 1.0 $64.0 NEW $64.00 -6.4%
1466 ATKR ATKORE INC Industrials 1.0 $63.0 NEW $63.00 +34.5%
1467 HWC HANCOCK WHITNEY CORPORATION Financial Services 1.0 $63.0 NEW $63.00 +7.1%
1468 GH GUARDANT HEALTH INC Healthcare 1.0 $62.0 NEW $62.00 +91.9%
1469 IONQ IONQ INC Technology 1.0 $62.0 NEW $62.00 +2.6%
1470 MTX MINERALS TECHNOLOGIES INC Basic Materials 1.0 $62.0 NEW $62.00 +23.9%
1471 CAVA CAVA GROUP INC Consumer Cyclical 1.0 $60.0 NEW $60.00 +34.0%
1472 CZFS CITIZENS FINL SVCS INC Financial Services 1.0 $60.0 NEW $60.00 +6.0%
1473 DBX DROPBOX INC Technology 2.0 $60.0 NEW $30.00 -8.6%
1474 ABOVE FOOD INGREDIENTS INC 250.0 $60.0 NEW $0.24
1475 FUL FULLER H B CO Basic Materials 1.0 $59.0 NEW $59.00 -2.1%
1476 AM ANTERO MIDSTREAM CORP Energy 3.0 $58.0 NEW $19.33 +14.7%
1477 LW LAMB WESTON HLDGS INC Consumer Defensive 1.0 $58.0 NEW $58.00 -24.6%
1478 PEGA PEGASYSTEMS INC Technology 1.0 $58.0 NEW $58.00 -40.8%
1479 STWD STARWOOD PPTY TR INC Real Estate 3.0 $58.0 NEW $19.33 -10.6%
1480 MTG MGIC INVT CORP WIS Financial Services 2.0 $57.0 NEW $28.50 -8.8%
Page 74 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%