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.
Enlightenment Research, LLC (CIK 1676924) reported $45.2M across 91 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: MSFT ($3.2M, 7.17%), QCOM ($2.0M, 4.53%), DIS ($1.7M, 3.74%), MU ($1.7M, 3.68%), NFLX ($1.2M, 2.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $3.2M | 7.17% | 13,900 | New |
| 2 | QCOM | QUALCOMM INC | $2.0M | 4.53% | 18,100 | New |
| 3 | DIS | DISNEY WALT CO | $1.7M | 3.74% | 17,900 | Added |
| 4 | MU | MICRON TECHNOLOGY INC | $1.7M | 3.68% | 33,200 | New |
| 5 | NFLX | NETFLIX INC | $1.2M | 2.56% | 4,900 | New |
| 6 | PFE | PFIZER INC | $1.1M | 2.34% | 24,200 | New |
| 7 | PG | PROCTER & GAMBLE CO | $980,000 | 2.17% | 7,759 | New |
| 8 | C | CITIGROUP INC | $921,000 | 2.04% | 22,098 | Added |
| 9 | VZ | VERIZON COMMUNICATIONS INC | $862,000 | 1.91% | 22,697 | New |
| 10 | GOOG | ALPHABET INC | $847,000 | 1.88% | 8,804 | Added |
| 11 | PYPL | PAYPAL HLDGS INC | $827,000 | 1.83% | 9,603 | New |
| 12 | MDLZ | MONDELEZ INTL INC | $822,000 | 1.82% | 15,000 | New |
| 13 | GE | GENERAL ELEC CO | $786,000 | 1.74% | 12,700 | New |
| 14 | GOOGL | ALPHABET INC | $784,000 | 1.74% | 8,200 | New |
| 15 | MRK | MERCK & CO INC NEW | $758,000 | 1.68% | 8,800 | New |
| 16 | CHTR | CHARTER COMMUNICATIONS INC NEW | $728,000 | 1.61% | 2,400 | New |
| 17 | AEP | AMERICAN ELEC PWR INC | $718,000 | 1.59% | 8,300 | New |
| 18 | ORCL | ORACLE CORP | $708,000 | 1.57% | 11,600 | Added |
| 19 | PDD | PINDUODUO INC | $701,000 | 1.55% | 11,200 | New |
| 20 | BABA | ALIBABA GROUP HLDG LTD | $680,000 | 1.51% | 8,500 | New |
| 21 | XOM | EXXON MOBIL CORP | $602,000 | 1.33% | 6,900 | Trimmed |
| 22 | META | META PLATFORMS INC | $570,000 | 1.26% | 4,200 | Trimmed |
| 23 | NEE | NEXTERA ENERGY INC | $565,000 | 1.25% | 7,200 | New |
| 24 | JD | JD COM INC | $548,000 | 1.21% | 10,900 | New |
| 25 | CMCSA | COMCAST CORP NEW | $543,000 | 1.20% | 18,500 | New |
Source: SEC Form 13F filings · as of 2022-09-30