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Portfolio (Quarterly) Guide ↗

Tuttle Capital Management, LLC

· CIK 0001581641
13F Portfolio $148M AUM 116 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 76 New 20 Added 7 Reduced 84 Exited
Page 2 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 MSFT MICROSOFT CORP Technology 1,600 $592K 0.97% SOLD
22 APP APPLOVIN CORP Technology 1,450 $577K 0.95% SOLD
23 COP CONOCOPHILLIPS Energy 4,288 $566K 0.93% SOLD
24 COF CAPITAL ONE FINL CORP Financial Services 2,897 $528K 0.87% SOLD
25 ETN EATON CORP PLC Industrials 1,443 $516K 0.85% SOLD
26 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,473 $508K 0.84% SOLD
27 PANW PALO ALTO NETWORKS INC Technology 3,026 $485K 0.80% SOLD
28 GD GENERAL DYNAMICS CORP Industrials 1,375 $472K 0.78% SOLD
29 DELL DELL TECHNOLOGIES INC Technology 2,850 $468K 0.77% SOLD
30 AXON AXON ENTERPRISE INC Industrials 1,009 $429K 0.70% SOLD
31 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,683 $422K 0.69% SOLD
32 GSR IV ACQUISITION CORP 40,000 $410K 0.67% SOLD
33 REGN REGENERON PHARMACEUTICALS Healthcare 492 $380K 0.62% SOLD
34 GEV GE VERNOVA INC Utilities 433 $378K 0.62% SOLD
35 BWXT BWX TECHNOLOGIES INC Industrials 1,697 $347K 0.57% SOLD
36 SO SOUTHERN CO Utilities 3,392 $327K 0.54% SOLD
37 DUK DUKE ENERGY CORP NEW Utilities 2,496 $327K 0.54% SOLD
38 PWR QUANTA SVCS INC Industrials 583 $320K 0.53% SOLD
39 ABNB AIRBNB INC Consumer Cyclical 2,534 $320K 0.53% SOLD
40 RKLB ROCKET LAB CORP Industrials 4,919 $316K 0.52% SOLD
Page 2 of 5  ·  84 positions
Sector Allocation
Technology 80.3%
Financial Services 8.1%
Consumer Cyclical 3.4%
Industrials 1.8%
Real Estate 1.8%
Healthcare 1.3%
Basic Materials 1.2%
Consumer Defensive 1.0%
Communication Services 0.6%
Utilities 0.5%