Enhancing Capital LLC: 13F holdings
CIK 19095722026Q2
| Positions | 90 |
|---|
| Reported value | $145.4m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 90 (+4 vs prior quarter) |
|---|
| Reported value | $145.4m (+7.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY ELI LILLY & CO | 8,300 | $10.0m | 6.8% |
| MSFT MICROSOFT CORP | 25,319 | $9.4m | 6.5% |
| NVDA NVIDIA CORPORATION | 42,452 | $8.5m | 5.8% |
| JPM JPMORGAN CHASE & CO | 23,000 | $7.5m | 5.2% |
| CMI CUMMINS INC | 7,164 | $5.1m | 3.5% |
| NEE NEXTERA ENERGY INC | 51,600 | $4.5m | 3.1% |
| SGOV ISHARES TR | 44,476 | $4.5m | 3.1% |
| AEP AMERICAN ELEC PWR CO INC | 30,300 | $4.1m | 2.9% |
| JNJ JOHNSON & JOHNSON | 15,600 | $4.0m | 2.7% |
| AMZN AMAZON COM INC | 16,410 | $3.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1909572")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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