Tuttle Capital Index Rebalanced Holdings

The Tuttle Capital Heavy Assets Low Obsolescence Index replaced five companies to shift its focus away from AI disruption risks.

Updated on Sept. 21, 2026 in Investing

Isometric editorial illustration of a steel shipping container and cogwheel on an industrial platform, representing heavy asset financial strategies. — The Tuttle Capital Heavy Assets Low Obsolescence Index rebalanced its portfolio in September 2026, dropping five firms and adding five others to minimize exposure to artificial intelligence disruption. AI Illustration. Upload story photo >

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The index underwent a rebalancing in September 2026, dropping five firms and adding five others to maintain its specific focus on heavy-asset companies with lower obsolescence risks. This change impacts the holdings of the Tuttle Capital Heavy Assets Low Obsolescence ETF.

Why it matters

The rebalancing aims to mitigate disruption risks associated with artificial intelligence by pivoting toward companies with specific asset characteristics. The approach is designed to function as a portfolio hedge for investors concerned about a potential correction in the artificial intelligence sector.

The index swapped 5 companies for 5 new firms in September 2026. This rebalance affects the composition of the Tuttle Capital Heavy Assets Low Obsolescence Index and its related ETF holdings.

The players

Tuttle Capital Heavy Assets Low Obsolescence Index

An index tracked by an ETF that manages capital focused on heavy-asset companies with low disruption risk from artificial intelligence.

SpaceX

A company that conducted an IPO earlier in 2026 and was subsequently removed from the index holdings.

The details

The index rebalancing updated its portfolio by removing SpaceX, Ross Stores, American Electric Power Company, Weyerhaeuser, and J.B. Hunt. These were replaced by AutoZone, United Therapeutics, Mettler-Toledo, NiSource, and Copart. The methodology centers on selecting companies with heavy assets and low vulnerability to disruption by artificial intelligence technologies.

SpaceX conducted an initial public offering earlier in 2026.
The index underwent a rebalance in September 2026.

Money Landscape

This rebalancing follows a pattern set by strategies designed to mitigate exposure to potential volatility in the artificial intelligence sector. It highlights an institutional pivot toward companies with physical asset bases as a defensive measure.

Investors holding the associated ETF will see their exposure move toward the new companies added to the index. Consult with a qualified financial professional to determine if these changes align with your personal risk tolerance and long-term portfolio strategy.

The takeaway

The rebalancing underscores the move toward hedging portfolios against artificial intelligence disruption. Investors may want to review their current fund prospectuses to understand how index changes impact their sector exposure.