Tuttle Capital Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Tuttle Capital Management, LLC reported 58 stock positions worth $22.8 million. Its top holding was Welltower (WELL) at 2.9% of the portfolio, followed by T-Mobile US (TMUS, 2.9%) and Progressive (PGR, 2.8%). Compared with Q4 2024, it opened 10 new positions, sold out of 3, added to 25 and reduced 8. The biggest buy was a new position in Drugs Made in America Acquis (DMAAU) and the biggest sale an exit from Andretti Acquisition Corp. II (POLEU).
- Most Recent 13F
- Q2 2026
- Location
- RIVERSIDE, CT
- CIK
- 0001581641
- Portfolio Value
- $22.8M (Q1 2025)
- SEC Filing
- 0001085146-25-002173 ↗ filed Apr 17, 2025
Holdings Value
Holdings 58 stocks · $22.8M
| WELL Welltower Inc. | 2.91% | 4,321 | $662K | Add +35.3% |
| TMUS T-Mobile US Inc. | 2.86% | 2,441 | $651K | Add +15.5% |
| PGR Progressive Corp. | 2.77% | 2,230 | $631K | Add +4.3% |
| MRSH Marsh & McLennan Cos | 2.71% | 2,530 | $617K | Add +40.1% |
| HCA HCA Healthcare Inc. | 2.70% | 1,782 | $616K | Add +68.9% |
| WCN Waste Connections Inc. | 2.69% | 3,138 | $613K | Add +36.3% |
| V Visa Inc. Class A | 2.62% | 1,701 | $596K | Add +29.6% |
| TDG Transdigm Group Inc. | 2.55% | 420 | $581K | Add +23.2% |
| PLD Prologis Inc. | 2.51% | 5,108 | $571K | Add +98.2% |
| MA Mastercard Inc. Class A | 2.46% | 1,020 | $559K | Add +26.1% |
| UNH Unitedhealth Group Inc. | 2.44% | 1,060 | $555K | Add +68.5% |
| JPM JPMorgan Chase & Co. | 2.43% | 2,258 | $554K | Add +13.1% |
| COST Costco Wholesale Corp. | 2.42% | 582 | $550K | Add +10.4% |
| NEE Nextera Energy Inc. | 2.33% | 7,488 | $531K | Add +103.8% |
| AVB Avalonbay Communities Inc. | 2.31% | 2,450 | $526K | Add +26.8% |
| PH Parker Hannifin Corp. | 2.26% | 846 | $514K | Add +39.6% |
| CP Canadian Pacific Kansas City | 2.24% | 7,269 | $510K | Add +68.2% |
| RY Royal Bank of Canada | 2.22% | 4,480 | $505K | Add +31.2% |
| HD Home Depot Inc. | 2.22% | 1,377 | $505K | Add +38.7% |
| BN Brookfield Corp. | 2.15% | 9,328 | $489K | Add +5.9% |
| MSFT Microsoft Corp. | 2.11% | 1,280 | $480K | Add +40.7% |
| DHR Danaher Corp. | 2.10% | 2,331 | $478K | Add +59.2% |
| AMZN Amazon.com Inc. | 2.01% | 2,411 | $459K | Add +6.1% |
| NTWOU Newbury Street II Acquisitio | 1.99% | 45,000 | $454K | No change |
| GOOG Alphabet Inc. Class C | 1.93% | 2,811 | $439K | Add +14.4% |
| HONDU HCM II Acquisition Corp. | 1.89% | 40,000 | $430K | No change |
| NVDA Nvidia Corp. | 1.85% | 3,884 | $421K | Reduce -23.8% |
| MLACU Mountain Lake Acquisition Co. | 1.81% | 40,000 | $413K | No change |
| FVNNU Future Vision II Acq Corp. | 1.81% | 40,000 | $411K | No change |
| CHEB Chenghe Acquisition II Co. | 1.80% | 40,000 | $410K | No change |
| ALDFU Aldel Financial II Inc. | 1.80% | 40,000 | $410K | No change |
| LPAA Launch One Acquisition Corp. | 1.79% | 40,000 | $408K | No change |
| LPBBU Launch Two Acquisition Corp. | 1.79% | 40,000 | $408K | No change |
| DMAAU Drugs Made in America Acquis | 1.79% | 40,000 | $407K | New |
| FTW Eqv Ventures Acquisition C-A | 1.78% | 40,000 | $405K | No change |
| SVCCU Stellar V Capital Corp. | 1.78% | 40,000 | $405K | New |
| PLMKU Plum Acquisition Corp. IV | 1.77% | 40,000 | $404K | New |
| IMSR Terrestrial Energy Inc. filed as HCM II ACQUISITION CORP | 1.62% | 35,000 | $368K | No change |
| MACI Melar Acquisition Corp. I-A | 1.57% | 35,000 | $358K | No change |
| CCIRU Cohen Circle Acquisition Cor | 1.45% | 27,500 | $330K | Reduce -21.4% |
| SIMA Sim Acquisition Corp. I-A | 1.35% | 30,000 | $307K | No change |
| VACH Voyager Acquisition Corp. | 1.34% | 30,000 | $305K | No change |
| HVIIU Hennessy Capital Investment | 1.33% | 30,000 | $302K | New |
| PDD PDD Holdings Inc. | 1.26% | 2,427 | $287K | New |
| COLOMBIER ACQUISITION CORP | 1.12% | 24,031 | $256K | Reduce -19.9% |
| TDACU Translational Development Ac | 1.11% | 25,000 | $254K | No change |
| VLOSU M3-Brigade Acquisition V Cor | 0.91% | 20,000 | $207K | Reduce -50.0% |
| KFIIU K&F Growth Acquisition Corp. | 0.89% | 20,000 | $202K | New |
| ATIIU Archimedes Tech Spac Partner | 0.88% | 20,000 | $201K | New |
| VCICU Vine Hill Cap Invest-Unit | 0.68% | 15,000 | $154K | Reduce -66.7% |
| RANGU Range Capital Acquisition Co. | 0.45% | 10,000 | $103K | Reduce -66.7% |
| TAVIU Tavia Acquisition Corp. | 0.45% | 10,000 | $103K | Reduce -75.0% |
| WLACU Willow Lane Acquisition Corp. | 0.44% | 10,000 | $101K | Reduce -77.8% |
| NHICU Newhold Investment Corp. III | 0.44% | 10,000 | $101K | New |
| GSHRU Gesher Acquisition Corp. II | 0.44% | 10,000 | $100K | New |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.30% | 12,252 | $67K | New |
| BBD Banco Bradesco-ADR | 0.19% | 19,173 | $43K | Add +26.1% |
| POWW Outdoor Holding Co. filed as AMMO INC | 0.18% | 30,412 | $42K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| POLEU Andretti Acquisition Corp. II | Sold out | 0.00% | −2.58 |
| LPAAU Launch One Acquisition Corp. | Sold out | 0.00% | −2.08 |
| WLACU Willow Lane Acquisition Corp. | Reduce -77.8% | 0.44% | −1.87 |
| NVDA Nvidia Corp. | Reduce -23.8% | 1.85% | −1.67 |
| VCICU Vine Hill Cap Invest-Unit | Reduce -66.7% | 0.68% | −1.66 |
| TAVIU Tavia Acquisition Corp. | Reduce -75.0% | 0.45% | −1.61 |
| VLOSU M3-Brigade Acquisition V Cor | Reduce -50.0% | 0.91% | −1.18 |
| RANGU Range Capital Acquisition Co. | Reduce -66.7% | 0.45% | −1.10 |
| CUB Lionheart Holdings Class A | Sold out | 0.00% | −0.78 |
| COLOMBIER ACQUISITION CORP | Reduce -19.9% | 1.12% | −0.69 |
| CCIRU Cohen Circle Acquisition Cor | Reduce -21.4% | 1.45% | −0.37 |
Portfolio Buys Q4 2024 → Q1 2025
| DMAAU Drugs Made in America Acquis | New | 1.79% | +1.79 |
| SVCCU Stellar V Capital Corp. | New | 1.78% | +1.78 |
| PLMKU Plum Acquisition Corp. IV | New | 1.77% | +1.77 |
| HVIIU Hennessy Capital Investment | New | 1.33% | +1.33 |
| PDD PDD Holdings Inc. | New | 1.26% | +1.26 |
| PLD Prologis Inc. | Add +98.2% | 2.51% | +1.11 |
| HCA HCA Healthcare Inc. | Add +68.9% | 2.70% | +1.08 |
| NEE Nextera Energy Inc. | Add +103.8% | 2.33% | +0.98 |
| KFIIU K&F Growth Acquisition Corp. | New | 0.89% | +0.89 |
| ATIIU Archimedes Tech Spac Partner | New | 0.88% | +0.88 |
| WELL Welltower Inc. | Add +35.3% | 2.91% | +0.84 |
| UNH Unitedhealth Group Inc. | Add +68.5% | 2.44% | +0.80 |
| MRSH Marsh & McLennan Cos | Add +40.1% | 2.71% | +0.74 |
| WCN Waste Connections Inc. | Add +36.3% | 2.69% | +0.66 |
| CP Canadian Pacific Kansas City | Add +68.2% | 2.24% | +0.63 |
| V Visa Inc. Class A | Add +29.6% | 2.62% | +0.49 |
| TMUS T-Mobile US Inc. | Add +15.5% | 2.86% | +0.46 |
| NHICU Newhold Investment Corp. III | New | 0.44% | +0.44 |
| GSHRU Gesher Acquisition Corp. II | New | 0.44% | +0.44 |
| DHR Danaher Corp. | Add +59.2% | 2.10% | +0.37 |
| TDG Transdigm Group Inc. | Add +23.2% | 2.55% | +0.33 |
| ITUB Itau Unibanco H-Spon PRF ADR | New | 0.30% | +0.30 |
| PH Parker Hannifin Corp. | Add +39.6% | 2.26% | +0.28 |
| MA Mastercard Inc. Class A | Add +26.1% | 2.46% | +0.26 |
| HD Home Depot Inc. | Add +38.7% | 2.22% | +0.23 |
| MSFT Microsoft Corp. | Add +40.7% | 2.11% | +0.14 |
| PGR Progressive Corp. | Add +4.3% | 2.77% | +0.14 |
| AVB Avalonbay Communities Inc. | Add +26.8% | 2.31% | +0.12 |
| RY Royal Bank of Canada | Add +31.2% | 2.22% | +0.10 |
| BBD Banco Bradesco-ADR | Add +26.1% | 0.19% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +13.1% | 2.43% | −0.03 |
| COST Costco Wholesale Corp. | Add +10.4% | 2.42% | −0.07 |
| BN Brookfield Corp. | Add +5.9% | 2.15% | −0.46 |
| GOOG Alphabet Inc. Class C | Add +14.4% | 1.93% | −0.48 |
| AMZN Amazon.com Inc. | Add +6.1% | 2.01% | −0.55 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 116 | $148.4M | IPGP, LITE, CIEN, COHR, LASR |
| Q1 2026 | 124 | $60.8M | NVDA, META, TSLA, PLTR, ORCL |
| Q4 2025 | 101 | $45.2M | TSM, PDD, TDG, RY, HD |
| Q3 2025 | 55 | $26.4M | WELL, HCA, PDD, NVDA, JPM |
| Q2 2025 | 53 | $24.2M | COLOMBIER ACQUISITION CORP, HCA, WELL, JPM, MSFT |
| Q1 2025 | 58 | $22.8M | WELL, TMUS, PGR, MRSH, HCA |
| Q4 2024 | 51 | $19.4M | NVDA, PGR, BN, POLEU, AMZN |
| Q3 2024 | 66 | $18.4M | FRLA, ESHA, IBAC, POLEU, GHIX |
| Q2 2024 | 63 | $16.8M | FRLA, TBIL, ASCBF, BNIX, ESHA |
| Q1 2024 | 56 | $12.9M | TBIL, TRTLF, ASCBF, ESHA, AFAR |