Tuttle Capital Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Tuttle Capital Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 58 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ITUB",
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  "CP.TO",
  "HD",
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  "MMC",
  "MA",
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  "MSFT",
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  "TMUS",
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  "PGR",
  "UNH",
  "NVDA",
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  "RY",
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  "TDG",
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  "POWW",
  "BN.TO",
  "AVB",
  "WCN",
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  "AMZN",
  "HCA",
  "PDD",
  "V",
  "WELL",
  "BBD",
  "COST",
  "DHR",
  "NEE",
  "GOOG",
  "PLD",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 58
Total Value: 22769904
Accession Number: 0001085146-25-002173
Form Type: 13F-HR
CIK: tuttle-capital-management
Manager Name: Tuttle-Capital-Management

Data Enrichment

50% identified

29 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

58 positions • $22,769.904K total value

58 positions

Manager:

SEC FilingSEC DataHachi Filing

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WELLTOWER INC.

WELL|95040Q104

Shares:4.3K

Value:$662.0K

T-Mobile US, Inc.

TMUS|872590104

Shares:2.4K

Value:$651.0K

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:2.2K

Value:$631.1K

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:2.5K

Value:$617.4K

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.8K

Value:$615.8K

Waste Connections, Inc.

WCN|94106B101

Shares:3.1K

Value:$612.5K

VISA INC.

V|92826C839

Shares:1.7K

Value:$596.1K

TransDigm Group INC

TDG|893641100

Shares:420

Value:$581.0K

Prologis, Inc.

PLD|74340W103

Shares:5.1K

Value:$571.0K

Mastercard Inc

MA|57636Q104

Shares:1.0K

Value:$559.1K

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$555.2K

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.3K

Value:$553.9K

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:582

Value:$550.4K

NEXTERA ENERGY INC

NEE|65339F101

Shares:7.5K

Value:$530.8K

AVALONBAY COMMUNITIES INC

AVB|053484101

Shares:2.5K

Value:$525.8K

Parker-Hannifin Corp

PH|701094104

Shares:846

Value:$514.2K

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:7.3K

Value:$510.4K

ROYAL BANK OF CANADA

RY|780087102

Shares:4.5K

Value:$505.0K

HOME DEPOT, INC.

HD|437076102

Shares:1.4K

Value:$504.7K

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:9.3K

Value:$488.9K

Instrument	Shares		Other Manager	Value
WELLTOWER INC.(WELLcusip95040Q104)	4.3K	QoQ +35.32% (+1.1K) YoY NEW(+4.3K)	All Managers (Combined)	$662.0K	QoQ +64.51% (+$259.6K) YoY NEW(+$662.0K)
T-Mobile US, Inc.(TMUScusip872590104)	2.4K	QoQ +15.46% (+327) YoY NEW(+2.4K)	All Managers (Combined)	$651.0K	QoQ +39.52% (+$184.4K) YoY NEW(+$651.0K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	2.2K	QoQ +4.25% (+91) YoY +115.45% (+1.2K)	All Managers (Combined)	$631.1K	QoQ +23.13% (+$118.6K) YoY +194.83% (+$417.1K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	2.5K	QoQ +40.08% (+724) YoY NEW(+2.5K)	All Managers (Combined)	$617.4K	QoQ +60.94% (+$233.8K) YoY NEW(+$617.4K)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.8K	QoQ +68.90% (+727) YoY NEW(+1.8K)	All Managers (Combined)	$615.8K	QoQ +94.45% (+$299.1K) YoY NEW(+$615.8K)
Waste Connections, Inc.(WCNcusip94106B101)	3.1K	QoQ +36.31% (+836) YoY NEW(+3.1K)	All Managers (Combined)	$612.5K	QoQ +55.07% (+$217.5K) YoY NEW(+$612.5K)
VISA INC.(Vcusip92826C839)	1.7K	QoQ +29.64% (+389) YoY NEW(+1.7K)	All Managers (Combined)	$596.1K	QoQ +43.76% (+$181.5K) YoY NEW(+$596.1K)
TransDigm Group INC(TDGcusip893641100)	420	QoQ +23.16% (+79) YoY +154.54% (+255)	All Managers (Combined)	$581.0K	QoQ +34.44% (+$148.8K) YoY +185.89% (+$377.8K)
Prologis, Inc.(PLDcusip74340W103)	5.1K	QoQ +98.21% (+2.5K) YoY NEW(+5.1K)	All Managers (Combined)	$571.0K	QoQ +109.63% (+$298.6K) YoY NEW(+$571.0K)
Mastercard Inc(MAcusip57636Q104)	1.0K	QoQ +26.08% (+211) YoY NEW(+1.0K)	All Managers (Combined)	$559.1K	QoQ +31.24% (+$133.1K) YoY NEW(+$559.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ +68.52% (+431) YoY NEW(+1.1K)	All Managers (Combined)	$555.2K	QoQ +74.48% (+$237.0K) YoY NEW(+$555.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.3K	QoQ +13.12% (+262) YoY NEW(+2.3K)	All Managers (Combined)	$553.9K	QoQ +15.76% (+$75.4K) YoY NEW(+$553.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	582	QoQ +10.43% (+55) YoY NEW(+582)	All Managers (Combined)	$550.4K	QoQ +13.99% (+$67.6K) YoY NEW(+$550.4K)
NEXTERA ENERGY INC(NEEcusip65339F101)	7.5K	QoQ +103.81% (+3.8K) YoY NEW(+7.5K)	All Managers (Combined)	$530.8K	QoQ +101.53% (+$267.4K) YoY NEW(+$530.8K)
AVALONBAY COMMUNITIES INC(AVBcusip053484101)	2.5K	QoQ +26.74% (+517) YoY NEW(+2.5K)	All Managers (Combined)	$525.8K	QoQ +23.66% (+$100.6K) YoY NEW(+$525.8K)
Parker-Hannifin Corp(PHcusip701094104)	846	QoQ +39.60% (+240) YoY NEW(+846)	All Managers (Combined)	$514.2K	QoQ +33.41% (+$128.8K) YoY NEW(+$514.2K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	7.3K	QoQ +68.22% (+2.9K) YoY NEW(+7.3K)	All Managers (Combined)	$510.4K	QoQ +63.20% (+$197.6K) YoY NEW(+$510.4K)
ROYAL BANK OF CANADA(RYcusip780087102)	4.5K	QoQ +31.18% (+1.1K) YoY NEW(+4.5K)	All Managers (Combined)	$505.0K	QoQ +22.70% (+$93.4K) YoY NEW(+$505.0K)
HOME DEPOT, INC.(HDcusip437076102)	1.4K	QoQ +38.67% (+384) YoY NEW(+1.4K)	All Managers (Combined)	$504.7K	QoQ +30.64% (+$118.4K) YoY NEW(+$504.7K)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	9.3K	QoQ +5.91% (-521) YoY NEW(+9.3K)	All Managers (Combined)	$488.9K	QoQ -3.37% (-$17.1K) YoY NEW(+$488.9K)