Enhancing Capital LLC
Top Portfolio Positions
83 positions ·
$126,816,072 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
25,108 | $9,294,228 | 7.33% | |
| LLY |
ELI LILLY & Co
Healthcare
|
8,300 | $7,634,091 | 6.02% | |
| NVDA |
Nvidia Corp
Technology
|
42,452 | $7,403,628 | 5.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,000 | $6,765,680 | 5.34% | |
| NEE |
Nextera Energy Inc
Utilities
|
51,600 | $4,792,608 | 3.78% | |
| CVX |
Chevron Corp
Energy
|
20,360 | $4,212,484 | 3.32% | |
| AEP |
American Electric Power Co Inc
Utilities
|
30,300 | $3,971,724 | 3.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
15,600 | $3,813,264 | 3.01% | |
| CMI |
Cummins Inc
Industrials
|
7,039 | $3,787,122 | 2.99% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,560 | $3,547,290 | 2.80% |
Portfolio Trend
Holdings in IDR
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $327,624 | 10,200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $411,060 | 10,200 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $835,119 | 24,715 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $673,816 | 51,515 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $737,179 | 51,515 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $524,937 | 51,515 | Shares | Sole | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||