Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Enhancing Capital LLC (CIK 1909572) reported $134.8M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($9.3M, 6.89%), LLY ($7.6M, 5.66%), NVDA ($7.4M, 5.49%), JPM ($6.8M, 5.02%), NEE ($4.8M, 3.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $9.3M | 6.89% | 25,108 | Hold |
| 2 | LLY | ELI LILLY & CO | $7.6M | 5.66% | 8,300 | Hold |
| 3 | NVDA | NVIDIA CORPORATION | $7.4M | 5.49% | 42,452 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $6.8M | 5.02% | 23,000 | Hold |
| 5 | NEE | NEXTERA ENERGY INC | $4.8M | 3.55% | 51,600 | Hold |
| 6 | SGOV | ISHARES TR | $4.5M | 3.32% | 44,476 | Hold |
| 7 | CVX | CHEVRON CORPORATION | $4.2M | 3.12% | 20,360 | Hold |
| 8 | AEP | AMERICAN ELEC PWR CO INC | $4.0M | 2.95% | 30,300 | Hold |
| 9 | JNJ | JOHNSON & JOHNSON | $3.8M | 2.83% | 15,600 | Hold |
| 10 | CMI | CUMMINS INC | $3.8M | 2.81% | 7,039 | Added |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $3.5M | 2.63% | 3,560 | Hold |
| 12 | AMZN | AMAZON COM INC | $3.3M | 2.47% | 16,009 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.2M | 2.38% | 6,700 | Hold |
| 14 | WM | WASTE MGMT INC DEL | $3.0M | 2.23% | 13,100 | Hold |
| 15 | RTX | RTX CORPORATION | $2.9M | 2.19% | 15,279 | Hold |
| 16 | MRK | MERCK & CO INC | $2.7M | 1.97% | 22,067 | Hold |
| 17 | CSCO | CISCO SYS INC | $2.6M | 1.91% | 33,192 | Hold |
| 18 | TXN | TEXAS INSTRS INC | $2.5M | 1.87% | 13,000 | Hold |
| 19 | LNT | ALLIANT ENERGY CORP | $2.3M | 1.68% | 31,560 | Hold |
| 20 | BMY | BRISTOL-MYERS SQUIBB CO | $2.3M | 1.68% | 37,300 | Hold |
| 21 | WMT | WALMART INC | $2.1M | 1.52% | 16,500 | Hold |
| 22 | FULT | FULTON FINL CORP PA | $1.9M | 1.45% | 95,826 | Hold |
| 23 | XOM | EXXON MOBIL CORP | $1.9M | 1.41% | 11,200 | Hold |
| 24 | SRE | SEMPRA | $1.8M | 1.34% | 18,600 | Hold |
| 25 | CNM | CORE & MAIN INC | $1.8M | 1.33% | 36,331 | Added |
Source: SEC Form 13F filings · as of 2026-03-31