IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Red Tortoise LLC

Q2 2023 Holdings

Filed 2023-07-26 | 605 holdings | $159.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ametek Inc COM(AME)Stock031100100$11.8K730.0%
Gartner Inc COM(IT)Stock366651107$11.9K340.0%
Mcdonalds Corp COM(MCD)Stock580135101$11.9K400.0%
Fifth Third Bancorp COM(FITB)Stock316773100$12.0K4570.0%
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$12.3K7310.0%
Northrop Grumman Corp COM(NOC)Stock666807102$12.3K270.0%
Netflix Inc COM(NFLX)Stock64110L106$12.3K280.0%
Crown Castle Inc COM(CCI)REIT22822V101$12.4K1090.0%
Transdigm Group Inc COM(TDG)Stock893641100$12.5K140.0%
Amphenol Corp New CL A(APH)Stock032095101$12.7K1500.0%
Linde PLC SHS(LIN)StockG54950103$13.3K350.0%
LKQ Corp COM(LKQ)Stock501889208$13.5K2320.0%
Citigroup Inc COM New(C)Stock172967424$14.5K3140.0%
Cognizant Technology Solutions CL A(CTSH)Stock192446102$14.8K2270.0%
Bank America Corp COM(BAC)Stock060505104$15.1K5260.0%
West Pharmaceutical Svsc Inc COM(WST)Stock955306105$15.3K400.0%
Analog Devices Inc COM(ADI)Stock032654105$15.4K790.0%
Southwestern Energy Co COM(SWN1EUR)Stock845467109$15.5K2,5740.0%
Chemours Co COM(CC)Stock163851108$15.6K4230.0%
Morgan Stanley COM New(MS)Stock617446448$16.0K1870.0%
Home Depot Inc COM(HD)Stock437076102$16.5K530.0%
Gilead Sciences Inc COM(GILD)Stock375558103$16.5K2140.0%
Advanced Micro Devices Inc COM(AMD)Stock007903107$17.0K1490.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$17.7K1100.0%
Comcast Corp New CL A(CMCSA)Stock20030N101$17.9K4300.0%
KLA Corp COM New(KLAC)Stock482480100$18.4K380.0%
Ishares J.P. Morgan EM Local Currency Bond ETF(LEMB)ETF464286517$18.6K5020.0%
C H Robinson Worldwide Inc COM New(CHRW)Stock12541W209$18.7K1980.0%
Baker Hughes Company CL A(BKR)Stock05722G100$18.7K5920.0%
Spdr DOW Jones REIT ETF(RWR)ETF78464A607$19.0K2100.0%
Otis Worldwide Corp COM(OTIS)Stock68902V107$20.0K2250.0%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$20.9K2070.0%
Marathon Pete Corp COM(MPC)Stock56585A102$21.0K1800.0%
HF Sinclair Corp COM(DINO)Stock403949100$21.1K4730.0%
Invesco Ftse Rafi US 1500 Small-Mid ETF(PRFZ)ETF46137V597$21.5K1250.0%
D R Horton Inc COM(DHI)Stock23331A109$23.4K1920.0%
Chevron Corp New COM(CVX)Stock166764100$23.6K1500.0%
Evergy Inc COM(EVRG)Stock30034W106$24.0K4110.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$24.5K510.0%
Expeditors Intl Wash Inc COM(EXPD)Stock302130109$24.7K2040.0%
Vanguard Total International Stock ETF(VXUS)ETF921909768$25.2K4500.0%
Becton Dickinson & Co COM(BDX)Stock075887109$26.1K990.0%
International Business Machs COM(IBM)Stock459200101$26.2K1960.0%
Pfizer Inc COM(PFE)Stock717081103$26.6K7260.0%
Carrier Global Corporation COM(CARR)Stock14448C104$26.9K5420.0%
Medtronic PLC SHS(MDT)StockG5960L103$27.1K3080.0%
Raytheon Technologies Corp COM(RTX)Stock75513E101$28.1K2870.0%
Starbucks Corp COM(SBUX)Stock855244109$28.1K2840.0%
Merck & Co Inc COM(MRK)Stock58933Y105$28.6K2480.0%
Pepsico Inc COM(PEP)Stock713448108$29.6K1600.0%
PreviousPage 9 of 12Next