EC
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Enhancing Capital LLC13F | |
| Enhancing Capital LLC | |
| Last update 2025-05-13 | 91 Stocks (4 new) |
| Value $125.00 Mil | Turnover 1 % |
Enhancing Capital LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 25,085 | 9,416.7 | +0.19% | 7.530 | +0.01% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
LLY | Eli Lilly and Co | 8,300 | 6,855.1 | 0% | 5.480 | 0% | 0.000 | -0.86% | +1.50% | 700,835.3 | Drug Manufacturers | |
JPM | JPMorgan Chase & Co | 23,000 | 5,641.9 | 0% | 4.510 | 0% | 0.000 | +30.86% | +25.49% | 822,612.0 | Banks | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 47,633 | 4,795.3 | -4.42% | 3.840 | -0.18% | 0.010 | +1.08% | +2.17% | 49,722.2 | ||
NVDA | NVIDIA Corp | 38,500 | 4,172.6 | 0% | 3.340 | 0% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
NEE | NextEra Energy Inc | 51,600 | 3,657.9 | 0% | 2.930 | 0% | 0.000 | +3.24% | +4.74% | 152,091.7 | Utilities - Regulated | |
BRK.B | Berkshire Hathaway Inc | 6,700 | 3,568.3 | 0% | 2.850 | 0% | 0.000 | -8.52% | +7.00% | 1,046,187.0 | Insurance | |
CVX | Chevron Corp | 20,360 | 3,406.0 | 0% | 2.730 | 0% | 0.000 | -3.81% | +4.83% | 257,010.4 | Oil & Gas | |
COST | Costco Wholesale Corp | 3,545 | 3,352.8 | +0.11% | 2.680 | 0% | 0.000 | +2.19% | +7.98% | 437,720.8 | Retail - Defensive | |
AEP | American Electric Power Co Inc | 30,300 | 3,310.9 | 0% | 2.650 | 0% | 0.010 | -3.96% | +14.68% | 55,481.5 | Utilities - Regulated |
Enhancing Capital LLC's Historical Top Holdings Breakdowns
Enhancing Capital LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HTLD | Heartland Express Inc | 2025-03-31 | New Buy New Buy | +0.43% | 9.2 ($10.59) 11.92 | $9.13 | -13.79% | New holding | 57,765 | 57,765 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -0.41% | 306.92 ($338.38) 362.71 | $358.86 | 6.05% | Reduce -23.01% | 5,500 | -1,644 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.18% | 100.34 ($100.51) 100.68 | $100.42 | -0.09% | Reduce -4.42% | 47,633 | -2,203 | |
TGT | Target Corp | 2025-03-31 | Sold Out Sold Out | -0.18% | 103.65 ($124.98) 142.5 | $104.06 | -16.74% | Sold Out | 0 | -1,700 | |
CB | Chubb Ltd | 2025-03-31 | New Buy New Buy | +0.17% | 257.71 ($277.87) 301.99 | $283.80 | 2.13% | New holding | 722 | 722 | |
HEI | Heico Corp | 2025-03-31 | New Buy New Buy | +0.17% | 219.6 ($243.5) 270.85 | $324.67 | 33.33% | New holding | 802 | 802 | |
TMO | Thermo Fisher Scientific Inc | 2025-03-31 | New Buy New Buy | +0.16% | 497.6 ($541.6) 606.74 | $429.33 | -20.73% | New holding | 412 | 412 | |
MTB | M&T Bank Corp | 2025-03-31 | Sold Out Sold Out | -0.16% | 170.47 ($189.66) 201.98 | $202.58 | 6.81% | Sold Out | 0 | -1,100 | |
APD | Air Products & Chemicals Inc | 2025-03-31 | Add Add | +0.02% | 283.24 ($308.4) 338.07 | $291.84 | -5.37% | Add 3.67% | 2,515 | 89 | |
HSY | The Hershey Co | 2025-03-31 | Add Add | +0.02% | 144.74 ($163.72) 186.36 | $176.47 | 7.79% | Add 7.16% | 2,514 | 168 |
Enhancing Capital LLC Total Holding History ($B)
Enhancing Capital LLC's Asset Allocation
Enhancing Capital LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Enhancing Capital LLC's Hypothetical Growth since 2025-03-31
Enhancing Capital LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Enhancing Capital LLC's Holdings Heat Map
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Enhancing Capital LLC's Holdings Bubble Chart
Enhancing Capital LLC News
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