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CIK: 0001581641
Total reported value
$148.4M
$148.4M
58 檔
2.1%
At the close of Q1 2025, Tuttle Capital Management, LLC disclosed equity holdings valued at approximately $148.4M, spread across 58 reported holdings.
In Q1 2025, Tuttle Capital Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 2.91% | -0.71% | +35.33% | |
| 2 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.86% | -1.30% | EXIT | |
| 3 | PGR | Progressive CORP | Stock-Financials | 2.77% | — | +4.25% | |
| 4 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.71% | — | +40.09% | |
| 5 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.70% | -0.85% | +68.91% | |
| 6 | WCN | Waste Connections Inc | Stock-Industrials | 2.69% | -1.00% | +36.32% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.62% | -0.58% | +29.65% | |
| 8 | TDG | Transdigm Group Inc | Stock-Industrials | 2.55% | — | +23.17% | |
| 9 | PLD | Prologis Inc | Stock-Real Estate | 2.51% | -0.76% | +98.22% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.46% | -0.64% | +26.08% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.44% | — | +68.52% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.43% | -0.63% | +13.13% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.42% | -1.16% | +10.44% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 2.33% | -1.32% | +103.81% | |
| 15 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 2.31% | — | +26.75% | |
| 16 | PH | Parker Hannifin CORP | Stock-Industrials | 2.26% | -0.71% | +39.60% | |
| 17 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.24% | -0.75% | +68.22% | |
| 18 | RY | Royal Bank Of Canada | Stock-Financials | 2.22% | -0.58% | +31.19% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 2.22% | -1.49% | EXIT | |
| 20 | BN | Brookfield CORP | Stock-Financials | 2.15% | -0.64% | +5.92% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.97% | EXIT | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 2.10% | -1.16% | EXIT | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | -0.60% | +6.12% | |
| 24 | ✓ | Stock-Other | 1.99% | — | — | ||
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.93% | -0.57% | +14.45% | |
| 26 | ✓ | Hcm Ii Acquisition CORP | Stock-Other | 1.89% | — | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | -4.47% | -23.78% | |
| 28 | ✓ | Stock-Other | 1.81% | — | — | ||
| 29 | ✓ | Future Vision Ii Acquisition | Stock-Other | 1.81% | — | — | |
| 30 | ✓ | Stock-Other | 1.80% | — | — | ||
| 31 | ✓ | Aldel Finl Ii Inc | Stock-Other | 1.80% | — | — | |
| 32 | LPAAU | Launch One Acquisition Corp. | Stock-Other | 1.79% | — | — | |
| 33 | ✓ | Stock-Other | 1.79% | — | — | ||
| 34 | ✓ | Drugs Made In Amer Acqutn Co | Stock-Other | 1.79% | — | — | |
| 35 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | Stock-Other | 1.78% | — | — | |
| 36 | ✓ | Stellar V Cap CORP | Stock-Other | 1.78% | — | — | |
| 37 | ✓ | Plum Acquisition CORP Iv | Stock-Other | 1.77% | — | — | |
| 38 | ✓ | Hcm Ii Acquisition CORP | Stock-Other | 1.62% | — | — | |
| 39 | ✓ | Stock-Other | 1.57% | -0.15% | — | ||
| 40 | ✓ | Stock-Other | 1.45% | — | -21.43% | ||
| 41 | SIMA | SIM Acquisition Corp. I | Stock-Other | 1.35% | — | — | |
| 42 | VOYG | Voyager Technologies, Inc. | Stock-Other | 1.34% | — | — | |
| 43 | ✓ | Hennessy Cap Invt CORP Vii | Stock-Other | 1.33% | — | — | |
| 44 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 1.26% | +0.64% | NEW | |
| 45 | ✓ | Colombier Acquisition CORP I | Stock-Other | 1.12% | — | -19.90% | |
| 46 | ✓ | Translational Dev Acquisitio | Stock-Other | 1.11% | — | — | |
| 47 | ✓ | Stock-Other | 0.91% | — | -50.00% | ||
| 48 | ✓ | K&f Growth Acquisition CORP | Stock-Other | 0.89% | — | — | |
| 49 | ✓ | Archimedes Tech Spac Partner | Stock-Other | 0.88% | — | — | |
| 50 | ✓ | Vine Hill Cap Invt CORP. | Stock-Other | 0.68% | — | -66.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | — | NEW | New buy |
| 2 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 3 | PGR | Progressive CORP | — | NEW | New buy |
| 4 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 5 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 6 | WCN | Waste Connections Inc | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 8 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 9 | PLD | Prologis Inc | — | NEW | New buy |
| 10 | MA | Mastercard Inc - A | — | NEW | New buy |
| 11 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 13 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 14 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 15 | AVB | Avalonbay Communities Inc | — | NEW | New buy |
| 16 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 17 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 18 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 19 | HD | Home Depot Inc | — | NEW | New buy |
| 20 | BN | Brookfield CORP | — | NEW | New buy |
| 21 | MSFT | Microsoft CORP | — | NEW | New buy |
| 22 | DHR | Danaher CORP | — | NEW | New buy |
| 23 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 24 | ✓ | — | NEW | New buy | |
| 25 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 26 | ✓ | Hcm Ii Acquisition CORP | — | NEW | New buy |
| 27 | NVDA | Nvidia CORP | — | NEW | New buy |
| 28 | ✓ | — | NEW | New buy | |
| 29 | ✓ | Future Vision Ii Acquisition | — | NEW | New buy |
| 30 | ✓ | — | NEW | New buy | |
| 31 | ✓ | Aldel Finl Ii Inc | — | NEW | New buy |
| 32 | LPAAU | Launch One Acquisition Corp. | — | NEW | New buy |
| 33 | ✓ | — | NEW | New buy | |
| 34 | ✓ | Drugs Made In Amer Acqutn Co | — | NEW | New buy |
| 35 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | — | NEW | New buy |
| 36 | ✓ | Stellar V Cap CORP | — | NEW | New buy |
| 37 | ✓ | Plum Acquisition CORP Iv | — | NEW | New buy |
| 38 | ✓ | Hcm Ii Acquisition CORP | — | NEW | New buy |
| 39 | ✓ | — | NEW | New buy | |
| 40 | ✓ | — | NEW | New buy | |
| 41 | SIMA | SIM Acquisition Corp. I | — | NEW | New buy |
| 42 | VOYG | Voyager Technologies, Inc. | — | NEW | New buy |
| 43 | ✓ | Hennessy Cap Invt CORP Vii | — | NEW | New buy |
| 44 | PDD | Pdd Holdings Inc | — | NEW | New buy |
| 45 | ✓ | Colombier Acquisition CORP I | — | NEW | New buy |
| 46 | ✓ | Translational Dev Acquisitio | — | NEW | New buy |
| 47 | ✓ | — | NEW | New buy | |
| 48 | ✓ | K&f Growth Acquisition CORP | — | NEW | New buy |
| 49 | ✓ | Archimedes Tech Spac Partner | — | NEW | New buy |
| 50 | ✓ | Vine Hill Cap Invt CORP. | — | NEW | New buy |
According to official SEC Form 13F filings, Tuttle Capital Management, LLC reported a total U.S. public equity portfolio value of $148.4M across 58 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WELL, TMUS, PGR) accounted for 2.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
WELL
市值: $662.0K
During Q1 2025, Tuttle Capital Management, LLC's top holdings by market value included WELL (2.9%)、TMUS (2.9%)、PGR (2.8%). The largest single position, WELL, represented 2.9% of total portfolio value.
In Q1 2025, Tuttle Capital Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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