Tuttle Capital Management, LLC — 13F Holdings & Portfolio

CIK 1581641 · latest 13F-HR filed 2026-05-04

Tuttle Capital Management, LLC manages $60.8M in 13F-reported U.S. long-equity assets across 124 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (5.03%), META (4.63%), TSLA (3.76%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 81 new positions, exited 58, added to 7, and trimmed 13.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$60.8M

Long-equity book

Holdings

124

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+81 / −58 / ↑7 / ↓13

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION$2.3M +297.3%
  • META PLATFORMS INC$2.0M +264.6%
  • COSTCO WHOLESALE CORPORATION$280.6K +36.6%
  • WASTE CONNECTIONS INC$140.2K +18.3%
  • HOME DEPOT INC$131.6K +17.0%
Show all 7

Top Trims

  • TAIWAN SEMICONDUCTOR MANUFAC-$5.0M -85.1%
  • ITHAX ACQUISITION CORP III-$299.4K -75.0%
  • MICROSOFT CORP-$181.5K -23.5%
  • ELI LILLY & CO-$110.9K -14.4%
  • VISA INC-$105.4K -13.8%
Show all 13

New Positions

  • TESLA INC$2.3M
  • PALANTIR TECHNOLOGIES INC$2.2M
  • ORACLE CORP$1.3M
  • NEXTERA ENERGY INC$1.1M
  • EXXON MOBIL CORP$923.0K
Show all 81

Exited Positions

  • PDD HOLDINGS INC$1.0M
  • TRANSDIGM GROUP INC$787.3K
  • ASE TECHNOLOGY HLDG CO LTD$728.4K
  • HDFC BANK LTD$693.5K
  • NETEASE INC$681.4K
Show all 58
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $3.1M 5.03% 17,559 SH
2 META PLATFORMS INC META 30303M102 $2.8M 4.63% 4,922 SH
3 TESLA INC TSLA 88160R101 $2.3M 3.76% 6,151 SH
4 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $2.2M 3.68% 15,306 SH
5 ORACLE CORP ORCL 68389X105 $1.3M 2.07% 8,564 SH
6 NEXTERA ENERGY INC NEE 65339F101 $1.1M 1.81% 11,853 SH
7 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.0M 1.72% 1,051 SH
8 EXXON MOBIL CORP XOM 30231G102 $923.0K 1.52% 5,440 SH
9 WASTE CONNECTIONS INC WCN 94106B101 $907.1K 1.49% 5,584 SH
10 HOME DEPOT INC HD 437076102 $905.4K 1.49% 2,753 SH
11 CHEVRON CORPORATION CVX 166764100 $887.2K 1.46% 4,288 SH
12 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $879.0K 1.45% 2,601 SH
13 CROWDSTRIKE HLDGS INC CRWD 22788C105 $867.1K 1.43% 2,221 SH
14 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $824.9K 1.36% 10,487 SH
15 WELLTOWER INC WELL 95040Q104 $813.0K 1.34% 4,112 SH
16 PROLOGIS INC. PLD 74340W103 $798.2K 1.31% 6,039 SH
17 SALESFORCE INC CRM 79466L302 $793.7K 1.30% 4,252 SH
18 T-MOBILE US INC TMUS 872590104 $792.7K 1.30% 3,774 SH
19 PARKER-HANNIFIN CORP PH 701094104 $785.1K 1.29% 877 SH
20 HCA HEALTHCARE INC HCA 40412C101 $779.0K 1.28% 1,646 SH
21 RTX CORPORATION RTX 75513E101 $775.3K 1.27% 4,019 SH
22 BROADCOM INC AVGO 11135F101 $763.6K 1.26% 2,467 SH
23 SHOPIFY INC SHOP 82509L107 $735.1K 1.21% 6,197 SH
24 ROYAL BK CDA RY 780087102 $734.5K 1.21% 4,540 SH
25 LOCKHEED MARTIN CORP LMT 539830109 $717.4K 1.18% 1,187 SH
26 MORGAN STANLEY MS 617446448 $710.4K 1.17% 4,317 SH
27 DANAHER CORP DEL DHR 235851102 $708.3K 1.16% 3,736 SH
28 CLOUDFLARE INC NET 18915M107 $706.9K 1.16% 3,426 SH
29 JPMORGAN CHASE & CO JPM 46625H100 $703.3K 1.16% 2,391 SH
30 ALPHABET INC GOOG 02079K107 $701.4K 1.15% 2,445 SH
31 NORTHROP GRUMMAN CORP NOC 666807102 $698.6K 1.15% 1,024 SH
32 AMAZON COM INC AMZN 023135106 $689.0K 1.13% 3,308 SH
33 BROOKFIELD CORP BN 11271J107 $681.1K 1.12% 16,830 SH
34 MASTERCARD INCORPORATED MA 57636Q104 $674.0K 1.11% 1,349 SH
35 BLACKSTONE INC BX 09260D107 $666.7K 1.10% 5,798 SH
36 BLACKROCK INC BLK 09290D101 $664.5K 1.09% 691 SH
37 ELI LILLY & CO LLY 532457108 $658.6K 1.08% 716 SH
38 VISA INC V 92826C839 $657.4K 1.08% 2,175 SH
39 FORTINET INC FTNT 34959E109 $612.2K 1.01% 7,491 SH
40 ARISTA NETWORKS INC ANET 040413205 $606.8K 1.00% 4,942 SH
41 MICROSOFT CORP MSFT 594918104 $592.3K 0.97% 1,600 SH
42 APPLOVIN CORP APP 03831W108 $577.1K 0.95% 1,450 SH
43 CONOCOPHILLIPS COP 20825C104 $566.0K 0.93% 4,288 SH
44 CAPITAL ONE FINL CORP COF 14040H105 $528.5K 0.87% 2,897 SH
45 EATON CORP PLC ETN G29183103 $516.1K 0.85% 1,443 SH
46 L3HARRIS TECHNOLOGIES INC LHX 502431109 $508.4K 0.84% 1,473 SH
47 PALO ALTO NETWORKS INC PANW 697435105 $485.1K 0.80% 3,026 SH
48 GENERAL DYNAMICS CORP GD 369550108 $471.9K 0.78% 1,375 SH
49 DELL TECHNOLOGIES INC DELL 24703L202 $467.8K 0.77% 2,850 SH
50 AXON ENTERPRISE INC AXON 05464C101 $428.5K 0.70% 1,009 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $60.8M 124 0001941040-26-000292
2025-12-31 2026-01-08 $45.2M 101 0001581641-26-000001