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Tuttle Capital Management, LLC 13F holdings

Filed 2026-07-30 · Tuttle Capital Management, LLC · 116 positions · $148.4M

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TickerCompanySharesValue% of portfolio
IPGPIPG PHOTONICS CORP91.4K$10.7M7.2%
LITELUMENTUM HLDGS INC11.5K$9.8M6.6%
CIENCIENA CORP15.6K$7.7M5.2%
COHRCOHERENT CORP16.3K$6.4M4.3%
LASRNLIGHT INC91.7K$6.4M4.3%
AAOIAPPLIED OPTOELECTRONICS INC40.5K$6.0M4.0%
FNFABRINET9.7K$5.5M3.7%
VIAVVIAVI SOLUTIONS INC110.5K$5.3M3.6%
MUMICRON TECHNOLOGY INC4.0K$4.6M3.1%
MKSIMKS INC.9.1K$4.0M2.7%
ONTOONTO INNOVATION INC10.0K$3.8M2.6%
ASMLASML HLDG NV1.7K$3.3M2.2%
AMATAPPLIED MATLS INC4.4K$3.2M2.2%
POETPOET TECHNOLOGIES INC280.6K$2.9M1.9%
PENGPENGUIN SOLUTIONS INC34.1K$2.6M1.7%
LRCXLAM RESEARCH CORP5.6K$2.4M1.6%
NOVTNOVANTA INC14.8K$2.4M1.6%
AMKRAMKOR TECHNOLOGY INC25.5K$2.2M1.5%
SIMOSILICON MOTION TECHNOLOGY CO6.3K$2.1M1.4%
SNDKSANDISK CORP910$2.1M1.4%
KLACKLA CORP6.8K$2.0M1.4%
—CAMTEK LTD11.3K$1.8M1.2%
AEVAAEVA TECHNOLOGIES INC61.5K$1.8M1.2%
RMBSRAMBUS INC DEL13.3K$1.8M1.2%
PLABPHOTRONICS INC49.3K$1.6M1.1%
—NOVA LTD2.9K$1.6M1.0%
TSMTAIWAN SEMICONDUCTOR MANUFAC2.9K$1.4M0.9%
EZBCFRANKLIN TEMPLETON DIGITAL H40.1K$1.4M0.9%
VECOVEECO INSTRS INC DEL16.8K$1.3M0.9%
LLYELI LILLY & CO900$1.1M0.7%
AMDADVANCED MICRO DEVICES INC1.9K$1.1M0.7%
LWLGLIGHTWAVE LOGIC INC108.1K$1.0M0.7%
—FEDERATED HERMES ETF TRUST41.4K$954,9160.6%
PDDPDD HOLDINGS INC12.4K$944,0410.6%
RYROYAL BK CDA4.5K$939,6440.6%
WELLWELLTOWER INC4.1K$933,3010.6%
IGSBISHARES TR17.7K$928,1810.6%
CPCANADIAN PACIFIC KANSAS CITY10.5K$908,6990.6%
MSMORGAN STANLEY4.3K$902,4260.6%
AVGOBROADCOM INC2.3K$882,0460.6%
GOOGALPHABET INC2.4K$863,8920.6%
PHPARKER-HANNIFIN CORP877$857,8110.6%
FORMFORMFACTOR INC5.2K$831,6360.6%
COSTCOSTCO WHOLESALE CORPORATION889$831,6330.6%
NVDANVIDIA CORPORATION4.1K$826,9720.6%
PLDPROLOGIS INC.6.0K$818,1030.6%
AMZNAMAZON COM INC3.3K$788,4290.5%
JPMJPMORGAN CHASE & CO2.4K$782,6460.5%
SHYISHARES TR9.2K$755,4120.5%
WDCWESTERN DIGITAL CORP1.2K$747,3020.5%
VVISA INC2.2K$746,2210.5%
AMEAMETEK INC3.0K$736,4650.5%
NEENEXTERA ENERGY INC8.4K$734,1960.5%
WCNWASTE CONNECTIONS INC4.4K$728,9350.5%
GLDSPDR GOLD TR2.0K$719,0780.5%
BNBROOKFIELD CORP16.8K$716,7900.5%
EQIXEQUINIX INC686$715,0800.5%
MAMASTERCARD INCORPORATED1.3K$692,8460.5%
—AXIS CAP HLDGS LTD6.4K$686,9710.5%
FNVFRANCO NEV CORP3.2K$661,5890.4%
Top Fund Holdings
13F
Top Fund Holdings

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