1y return+12.6%S&P 500 +20.9%
3y return+15.1%S&P 500 +68.5%
5y return+18.2%S&P 500 +74.5%
10y return+101.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $201 against $357 in the S&P 500.2
Tuttle Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IPGPIpg Photonics Corp | $10.7M | 7.2% | New |
| LITELumentum Hldgs Inc | $9.8M | 6.6% | New |
| CIENCiena Corp | $7.7M | 5.2% | New |
| COHRCoherent Corp | $6.4M | 4.3% | New |
| LASRNlight Inc | $6.4M | 4.3% | New |
| AAOIApplied Optoelectronics Inc | $6.0M | 4.0% | New |
| FabrinetCUSIP G3323L100 | $5.5M | 3.7% | New |
| VIAVViavi Solutions Inc | $5.3M | 3.6% | New |
| MUMicron Technology Inc | $4.6M | 3.1% | New |
| MKSIMks Inc. | $4.0M | 2.7% | New |
| ONTOOnto Innovation Inc | $3.8M | 2.6% | New |
| Asml Hldg NvCUSIP N07059210 | $3.3M | 2.2% | New |
| AMATApplied Matls Inc | $3.2M | 2.2% | New |
| POETPoet Technologies Inc | $2.9M | 1.9% | New |
| PENGPenguin Solutions Inc | $2.6M | 1.7% | New |
| LRCXLam Research Corp | $2.4M | 1.6% | New |
| NOVTNovanta Inc | $2.4M | 1.6% | New |
| AMKRAmkor Technology Inc | $2.2M | 1.5% | New |
| SIMOSilicon Motion Technology Co | $2.1M | 1.4% | New |
| SNDKSandisk Corp | $2.1M | 1.4% | New |
| KLACKla Corp | $2.0M | 1.4% | New |
| Camtek LtdCUSIP M20791105 | $1.8M | 1.2% | New |
| AEVAAeva Technologies Inc | $1.8M | 1.2% | New |
| RMBSRambus Inc Del | $1.8M | 1.2% | New |
| PLABPhotronics Inc | $1.6M | 1.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WELLWelltower Inc | June 30, 2024 | +117.7% | $933K |
| RYRoyal Bk Cda | June 30, 2024 | +94.6% | $940K |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $1.4M |
| AVGOBroadcom Inc | June 30, 2025 | +37.0% | $882K |
| MSMorgan Stanley | December 31, 2025 | +17.7% | $902K |
| LLYEli Lilly & Co | December 31, 2025 | +11.6% | $1.1M |
| CPCanadian Pacific Kansas City | June 30, 2024 | +10.1% | $909K |
Sold off last quarter
- METAMeta Platforms Inc was $2.8M
- TSLATesla Inc was $2.3M
- PLTRPalantir Technologies Inc was $2.2M
- ORCLOracle Corp was $1.3M
- Exxon Mobil CorpCUSIP 30231G102 was $923K
- HDHome Depot Inc was $905K
- CVXChevron Corporation was $887K
- CRWDCrowdstrike Hldgs Inc was $867K
- CRMSalesforce Inc was $794K
- TMUST-mobile Us Inc was $793K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.5% | +14.8% |
| March 31, 2026 | −0.1% | −4.6% |
| December 31, 2025 | −0.6% | +2.4% |
| September 30, 2025 | +3.6% | +7.8% |
| June 30, 2025 | +2.7% | +10.5% |
| March 31, 2025 | +1.5% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +1.5% | +5.4% |
| June 30, 2024 | −1.4% | +4.0% |
| March 31, 2024 | −0.1% | +10.0% |
| December 31, 2023 | −1.9% | +11.2% |
| September 30, 2023 | +0.2% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +1.2% | +7.1% |
| September 30, 2022 | −1.1% | −5.3% |
| June 30, 2022 | −2.0% | −16.5% |
| March 31, 2022 | −1.3% | −4.9% |
| December 31, 2021 | +0.3% | +10.7% |
| September 30, 2021 | −1.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tuttle Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1581641&type=13F-HR&dateb=&owner=include&count=40CIK 1581641
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1581641/000194104026000489/Filed July 30, 2026 · accession 0001941040-26-000489