13FBOX
Enhancing Capital LLC · 13F Holdings
Options Calculator Rankings

Enhancing Capital LLC

No.8254 Data as of 2026Q2
Latest AUM (Q2 2026)
$145.4M
QoQ Change Q1 2026
+$10.6M+7.9%
Holdings
90
New Buys
7
Adds
13
Reduces
3
Exits
3
Unchanged
67
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ELI LILLY & COLLY
6.84%5.66%$10.0M8,300$7.6M8,30000.00%Unchanged
MICROSOFT CORPMSFT
6.49%6.89%$9.4M25,319$9.3M25,108+211+0.84%Add
NVIDIA CORPORATIONNVDA
5.84%5.49%$8.5M42,452$7.4M42,45200.00%Unchanged
JPMORGAN CHASE & COJPM
5.18%5.02%$7.5M23,000$6.8M23,00000.00%Unchanged
CUMMINS INCCMI
3.51%2.81%$5.1M7,164$3.8M7,039+125+1.78%Add
NNEXTERA ENERGY INCNEE
3.11%3.55%$4.5M51,600$4.8M51,60000.00%Unchanged
IISHARES TRSGOV
3.08%3.32%$4.5M44,476$4.5M44,47600.00%Unchanged
AMERICAN ELEC PWR CO INCAEP
2.85%2.95%$4.1M30,300$4.0M30,30000.00%Unchanged
JOHNSON & JOHNSONJNJ
2.72%2.83%$4.0M15,600$3.8M15,60000.00%Unchanged
AMAZON COM INCAMZN
2.69%2.47%$3.9M16,410$3.3M16,009+401+2.50%Add
CISCO SYS INCCSCO
2.68%1.91%$3.9M33,192$2.6M33,19200.00%Unchanged
TEXAS INSTRS INCTXN
2.66%1.87%$3.9M13,000$2.5M13,00000.00%Unchanged
CHEVRON CORPORATIONCVX
2.32%3.12%$3.4M20,360$4.2M20,36000.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
2.32%2.63%$3.4M3,606$3.5M3,560+46+1.29%Add
BERKSHIRE HATHAWAY INC DELBRK.B
2.31%2.38%$3.4M6,700$3.2M6,70000.00%Unchanged
WASTE MGMT INC DELWM
2.01%2.23%$2.9M13,100$3.0M13,10000.00%Unchanged
RTX CORPORATIONRTX
1.99%2.19%$2.9M15,279$2.9M15,27900.00%Unchanged
MERCK & CO INCMRK
1.95%1.97%$2.8M22,067$2.7M22,06700.00%Unchanged
ALLIANT ENERGY CORP COMLNT
1.66%1.68%$2.4M31,560$2.3M31,56000.00%Unchanged
FULTON FINL CORP PAFULT
1.59%1.45%$2.3M95,826$1.9M95,82600.00%Unchanged
ALPHABET INCGOOGL
1.5%1.3%$2.2M6,100$1.8M6,10000.00%Unchanged
BRISTOL-MYERS SQUIBB COBMY
1.48%1.68%$2.1M37,300$2.3M37,30000.00%Unchanged
VISA INCV
1.3%1.23%$1.9M5,500$1.7M5,50000.00%Unchanged
WALMART INCWMT
1.28%1.52%$1.9M16,500$2.1M16,50000.00%Unchanged
CORE & MAIN INCCNM
1.25%1.33%$1.8M37,599$1.8M36,331+1,268+3.49%Add
SEMPRA COMSRE
1.19%1.34%$1.7M18,600$1.8M18,60000.00%Unchanged
GGARMIN LTD SHSGRMN
1.12%1.18%$1.6M6,879$1.6M6,87900.00%Unchanged
EENERGY TRANSFER L PET
1.06%1.15%$1.5M80,640$1.6M80,64000.00%Unchanged
EXXON MOBIL CORPXOM
1.05%1.41%$1.5M11,200$1.9M11,20000.00%Unchanged
ORACLE CORPORCL
1.01%1.09%$1.5M10,000$1.5M10,00000.00%Unchanged
WWEC ENERGY GROUP INC COMIDU
0.94%1.01%$1.4M11,706$1.4M11,70600.00%Unchanged
MASTERCARD INCORPORATEDMA
0.87%0.91%$1.3M2,464$1.2M2,465-1-0.04%Reduce
XCEL ENERGY INC COMXEL
0.86%0.91%$1.2M15,500$1.2M15,50000.00%Unchanged
L3HARRIS TECHNOLOGIES INCLHX
0.81%1.04%$1.2M4,044$1.4M4,04400.00%Unchanged
EESCO TECHNOLOGIES INCESE
0.79%0.69%$1.2M3,293$926,5513,29300.00%Unchanged
CONOCOPHILLIPSCOP
0.78%1.07%$1.1M10,900$1.4M10,90000.00%Unchanged
BURKE HERBERT FINL SVCS CORPBHRB
0.77%$1.1M15,508$00+15,508New Buy
MCDONALDS CORPMCD
0.69%0.85%$1.0M3,700$1.1M3,70000.00%Unchanged
COCA COLA COKO
0.68%0.69%$993,93212,230$930,09212,23000.00%Unchanged
APPLE INCAAPL
0.66%0.63%$965,8843,338$847,1513,33800.00%Unchanged
DISNEY WALT CODIS
0.66%0.71%$962,50010,000$963,80010,00000.00%Unchanged
SYNOPSYS INCSNPS
0.63%$920,2422,063$00+2,063New Buy
MOODYS CORPMCO
0.62%0.65%$905,8402,000$872,5002,00000.00%Unchanged
PRICE T ROWE GROUP INC COMTROW
0.6%0.51%$869,7297,650$689,5717,65000.00%Unchanged
MEDPACE HLDGS INCMEDP
0.58%0.52%$841,5191,589$702,0381,462+127+8.69%Add
PREFORMED LINE PRODS COPLPC
0.53%0.37%$763,6421,860$503,5951,86000.00%Unchanged
PPL CORP COMPPL
0.52%0.59%$758,98820,880$797,61620,88000.00%Unchanged
MARRIOTT INTL INC NEWMAR
0.51%0.49%$741,1802,000$654,1402,00000.00%Unchanged
FERRARI N V COMRACE
0.47%0.46%$680,5461,828$618,6871,82800.00%Unchanged
PUBLIC SVC ENTERPRISE GROUP COMPEG
0.45%0.48%$649,2808,000$647,6008,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

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