Enhancing Capital LLC

13F filer · CIK 0001909572

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$145MU.S. long equity reported on 13F

Positions886 new · 3 closed

Net flow last quarter+$1.79MBuys minus sells

Top 10 positions weight41.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202688 positions
LLYELI LILLY & Co	$9.96M	6.84%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$9.44M	6.49%	0.00%	+0.8%	Q4 2021
NVDANvidia Corp	$8.49M	5.84%	0.00%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$7.53M	5.18%	0.00%	Not reported	Q4 2021
CMICummins Inc	$5.11M	3.51%	0.01%	+1.8%	Q4 2021
NEENextera Energy Inc	$4.53M	3.11%	0.00%	Not reported	Q4 2021
AEPAmerican Electric Power Co Inc	$4.15M	2.85%	0.01%	Not reported	Q4 2021
JNJJohnson & Johnson	$3.96M	2.72%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$3.91M	2.69%	0.00%	+2.5%	Q4 2021
CSCOCisco Systems, Inc.	$3.9M	2.68%	0.00%	Not reported	Q4 2021
TXNTexas Instruments Inc	$3.87M	2.66%	0.00%	Not reported	Q4 2021
CVXChevron Corp	$3.37M	2.32%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$3.37M	2.32%	0.00%	+1.3%	Q4 2021
BRK.BBerkshire Hathaway Inc	$3.35M	2.31%	Not reported	Not reported	Q4 2021
WMWaste Management Inc	$2.92M	2.01%	0.00%	Not reported	Q4 2021
RTXRTX Corp	$2.9M	1.99%	0.00%	Not reported	Q4 2021
MRKMerck & Co., Inc.	$2.84M	1.95%	0.00%	Not reported	Q4 2021
LNTAlliant Energy Corp	$2.41M	1.66%	0.01%	Not reported	Q4 2021
FULTFulton Financial Corp	$2.32M	1.59%	0.05%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$2.18M	1.50%	0.00%	Not reported	Q4 2021
BMYBristol Myers Squibb Co	$2.15M	1.48%	0.00%	Not reported	Q4 2021
VVisa Inc.	$1.89M	1.30%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$1.87M	1.28%	0.00%	Not reported	Q4 2021
CNMCore & Main, Inc.	$1.81M	1.25%	Not reported	+3.5%	Q4 2024
SRESempra	$1.72M	1.19%	0.00%	Not reported	Q4 2021
GRMNGarmin Ltd	$1.63M	1.12%	0.00%	Not reported	Q4 2021
ETEnergy Transfer LP	$1.54M	1.06%	0.00%	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$1.53M	1.05%	0.00%	Not reported	Q4 2021
ORCLOracle Corp	$1.47M	1.01%	0.00%	Not reported	Q4 2021
WECWec Energy Group, Inc.	$1.37M	0.94%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$1.27M	0.87%	0.00%	0.0%	Q4 2021
XELXcel Energy Inc	$1.24M	0.86%	0.00%	Not reported	Q4 2021
LHXL3harris Technologies, Inc.	$1.18M	0.81%	0.00%	Not reported	Q4 2021
ESEEsco Technologies Inc	$1.15M	0.79%	0.01%	Not reported	Q4 2024
COPConocophillips	$1.13M	0.78%	0.00%	Not reported	Q4 2021
BHRBBurke & Herbert Financial Services Corp.	$1.11M	0.77%	0.08%	New	Q2 2026
MCDMcdonalds Corp	$1M	0.69%	0.00%	Not reported	Q4 2021
KOCoca Cola Co	$994K	0.68%	0.00%	Not reported	Q4 2021
AAPLApple Inc.	$966K	0.66%	0.00%	Not reported	Q4 2021
DISWalt Disney Co	$963K	0.66%	0.00%	Not reported	Q4 2021
SNPSSynopsys Inc	$920K	0.63%	0.00%	New	Q2 2026
MCOMoodys Corp	$906K	0.62%	0.00%	Not reported	Q4 2021
TROWPrice T Rowe Group Inc	$870K	0.60%	0.00%	Not reported	Q4 2021
MEDPMedpace Holdings, Inc.	$842K	0.58%	0.01%	+8.7%	Q4 2024
PLPCPreformed Line Products Co	$764K	0.53%	0.04%	Not reported	Q3 2025
PPLPPL Corp	$759K	0.52%	0.00%	Not reported	Q4 2021
MARMarriott International Inc	$741K	0.51%	0.00%	Not reported	Q4 2021
RACEFerrari N.V.	$681K	0.47%	0.00%	Not reported	Q4 2021
PEGPublic Service Enterprise Group Inc	$649K	0.45%	0.00%	Not reported	Q4 2021
MUSAMurphy USA Inc.	$610K	0.42%	0.01%	Not reported	Q4 2024

Q1 2026Reported May 8, 202684 positions
MSFTMicrosoft Corp	$9.29M	6.89%	0.00%	Not reported	Q4 2021
LLYELI LILLY & Co	$7.63M	5.66%	0.00%	Not reported	Q4 2021
NVDANvidia Corp	$7.4M	5.49%	0.00%	-0.1%	Q4 2021
JPMJPMorgan Chase & Co	$6.77M	5.02%	0.00%	Not reported	Q4 2021
NEENextera Energy Inc	$4.79M	3.55%	0.00%	Not reported	Q4 2021
CVXChevron Corp	$4.21M	3.12%	0.00%	Not reported	Q4 2021
AEPAmerican Electric Power Co Inc	$3.97M	2.95%	0.01%	Not reported	Q4 2021
JNJJohnson & Johnson	$3.81M	2.83%	0.00%	Not reported	Q4 2021
CMICummins Inc	$3.79M	2.81%	0.01%	0.0%	Q4 2021
COSTCostco Wholesale Corp	$3.55M	2.63%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$3.33M	2.47%	0.00%	+10.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$3.21M	2.38%	Not reported	Not reported	Q4 2021
WMWaste Management Inc	$3.01M	2.23%	0.00%	Not reported	Q4 2021
RTXRTX Corp	$2.95M	2.19%	0.00%	Not reported	Q4 2021
MRKMerck & Co., Inc.	$2.65M	1.97%	0.00%	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$2.58M	1.91%	0.00%	Not reported	Q4 2021
TXNTexas Instruments Inc	$2.52M	1.87%	0.00%	Not reported	Q4 2021
LNTAlliant Energy Corp	$2.26M	1.68%	0.01%	Not reported	Q4 2021
BMYBristol Myers Squibb Co	$2.26M	1.68%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$2.05M	1.52%	0.00%	Not reported	Q4 2021
FULTFulton Financial Corp	$1.95M	1.45%	0.05%	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$1.9M	1.41%	0.00%	Not reported	Q4 2021
SRESempra	$1.81M	1.34%	0.00%	Not reported	Q4 2021
CNMCore & Main, Inc.	$1.79M	1.33%	Not reported	0.0%	Q4 2024
GOOGLAlphabet Inc.	$1.75M	1.30%	0.00%	Not reported	Q4 2021
VVisa Inc.	$1.66M	1.23%	0.00%	Not reported	Q4 2021
GRMNGarmin Ltd	$1.6M	1.18%	0.00%	Not reported	Q4 2021
ETEnergy Transfer LP	$1.56M	1.15%	0.00%	Not reported	Q4 2021
ORCLOracle Corp	$1.47M	1.09%	0.00%	Not reported	Q4 2021
COPConocophillips	$1.44M	1.07%	0.00%	Not reported	Q4 2021
LHXL3harris Technologies, Inc.	$1.4M	1.04%	0.00%	Not reported	Q4 2021
WECWec Energy Group, Inc.	$1.36M	1.01%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$1.23M	0.91%	0.00%	+11.3%	Q4 2021
XELXcel Energy Inc	$1.23M	0.91%	0.00%	Not reported	Q4 2021
HONHoneywell International Inc	$1.22M	0.91%	0.00%	Not reported	Q4 2021
MCDMcdonalds Corp	$1.15M	0.85%	0.00%	Not reported	Q4 2021
DISWalt Disney Co	$964K	0.71%	0.00%	Not reported	Q4 2021
LNKBLINKBANCORP, Inc.	$959K	0.71%	0.31%	Not reported	Q4 2024
KOCoca Cola Co	$930K	0.69%	0.00%	Not reported	Q4 2021
ESEEsco Technologies Inc	$927K	0.69%	0.01%	Not reported	Q4 2024
MCOMoodys Corp	$873K	0.65%	0.00%	Not reported	Q4 2021
AAPLApple Inc.	$847K	0.63%	0.00%	Not reported	Q4 2021
PPLPPL Corp	$798K	0.59%	0.00%	Not reported	Q4 2021
BLDTopBuild Corp	$789K	0.59%	0.01%	Not reported	Q4 2024
MEDPMedpace Holdings, Inc.	$702K	0.52%	0.01%	Not reported	Q4 2024
TROWPrice T Rowe Group Inc	$690K	0.51%	0.00%	Not reported	Q4 2021
MARMarriott International Inc	$654K	0.49%	0.00%	Not reported	Q4 2021
PEGPublic Service Enterprise Group Inc	$648K	0.48%	0.00%	Not reported	Q4 2021
DPZDominos Pizza Inc	$635K	0.47%	0.01%	Not reported	Q4 2024
RACEFerrari N.V.	$619K	0.46%	0.00%	+0.1%	Q4 2021

Q4 2025Reported Feb 3, 202687 positions
MSFTMicrosoft Corp	$12.1M	8.69%	0.00%	-0.1%	Q4 2021
LLYELI LILLY & Co	$8.92M	6.38%	0.00%	Not reported	Q4 2021
NVDANvidia Corp	$7.92M	5.67%	0.00%	-0.1%	Q4 2021
JPMJPMorgan Chase & Co	$7.41M	5.30%	0.00%	Not reported	Q4 2021
HCCWarrior Met Coal, Inc.	$4.33M	3.09%	0.09%	-16.8%	Q4 2024
NEENextera Energy Inc	$4.14M	2.96%	0.00%	Not reported	Q4 2021
CMICummins Inc	$3.59M	2.57%	0.01%	-0.7%	Q4 2021
AEPAmerican Electric Power Co Inc	$3.49M	2.50%	0.01%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$3.37M	2.41%	Not reported	Not reported	Q4 2021
AMZNAmazon Com Inc	$3.34M	2.39%	0.00%	+0.7%	Q4 2021
JNJJohnson & Johnson	$3.23M	2.31%	0.00%	Not reported	Q4 2021
CVXChevron Corp	$3.1M	2.22%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$3.07M	2.20%	0.00%	Not reported	Q4 2021
WMWaste Management Inc	$2.88M	2.06%	0.00%	Not reported	Q4 2021
RTXRTX Corp	$2.8M	2.00%	0.00%	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$2.56M	1.83%	0.00%	Not reported	Q4 2021
MRKMerck & Co., Inc.	$2.32M	1.66%	0.00%	Not reported	Q4 2021
TXNTexas Instruments Inc	$2.26M	1.61%	0.00%	Not reported	Q4 2021
LNTAlliant Energy Corp	$2.05M	1.47%	0.01%	Not reported	Q4 2021
BMYBristol Myers Squibb Co	$2.01M	1.44%	0.00%	Not reported	Q4 2021
ORCLOracle Corp	$1.95M	1.39%	0.00%	-10.7%	Q4 2021
VVisa Inc.	$1.93M	1.38%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$1.91M	1.37%	0.00%	Not reported	Q4 2021
CNMCore & Main, Inc.	$1.89M	1.35%	Not reported	+11.2%	Q4 2024
FULTFulton Financial Corp	$1.85M	1.32%	0.05%	Not reported	Q4 2021
WMTWalmart Inc.	$1.84M	1.31%	0.00%	Not reported	Q4 2021
SRESempra	$1.64M	1.17%	0.00%	Not reported	Q4 2021
GRMNGarmin Ltd	$1.4M	1.00%	0.00%	-0.3%	Q4 2021
XOMExxonMobil Holdings Corp	$1.35M	0.96%	0.00%	Not reported	Q4 2021
ETEnergy Transfer LP	$1.33M	0.95%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$1.26M	0.90%	0.00%	-0.1%	Q4 2021
WECWec Energy Group, Inc.	$1.23M	0.88%	0.00%	Not reported	Q4 2021
LHXL3harris Technologies, Inc.	$1.19M	0.85%	0.00%	Not reported	Q4 2021
XELXcel Energy Inc	$1.14M	0.82%	0.00%	Not reported	Q4 2021
DISWalt Disney Co	$1.14M	0.81%	0.00%	Not reported	Q4 2021
MCDMcdonalds Corp	$1.13M	0.81%	0.00%	Not reported	Q4 2021
HONHoneywell International Inc	$1.05M	0.75%	0.00%	Not reported	Q4 2021
MCOMoodys Corp	$1.02M	0.73%	0.00%	Not reported	Q4 2021
COPConocophillips	$1.02M	0.73%	0.00%	Not reported	Q4 2021
LNKBLINKBANCORP, Inc.	$949K	0.68%	0.31%	Not reported	Q4 2024
BLDTopBuild Corp	$937K	0.67%	0.01%	-0.5%	Q4 2024
AAPLApple Inc.	$907K	0.65%	0.00%	Not reported	Q4 2021
KOCoca Cola Co	$855K	0.61%	0.00%	Not reported	Q4 2021
MEDPMedpace Holdings, Inc.	$821K	0.59%	0.01%	-5.4%	Q4 2024
TROWPrice T Rowe Group Inc	$783K	0.56%	0.00%	Not reported	Q4 2021
DPZDominos Pizza Inc	$737K	0.53%	0.01%	+0.1%	Q4 2024
PPLPPL Corp	$731K	0.52%	0.00%	Not reported	Q4 2021
RACEFerrari N.V.	$675K	0.48%	0.00%	+1.1%	Q4 2021
ESEEsco Technologies Inc	$643K	0.46%	0.01%	Not reported	Q4 2024
PEGPublic Service Enterprise Group Inc	$642K	0.46%	0.00%	Not reported	Q4 2021

Q3 2025Reported Nov 13, 202586 positions
MSFTMicrosoft Corp	$13M	9.52%	0.00%	+0.2%	Q4 2021
NVDANvidia Corp	$7.93M	5.80%	0.00%	+10.4%	Q4 2021
JPMJPMorgan Chase & Co	$7.25M	5.31%	0.00%	Not reported	Q4 2021
LLYELI LILLY & Co	$6.33M	4.63%	0.00%	Not reported	Q4 2021
NEENextera Energy Inc	$3.9M	2.85%	0.00%	Not reported	Q4 2021
HCCWarrior Met Coal, Inc.	$3.75M	2.75%	0.11%	0.0%	Q4 2024
AEPAmerican Electric Power Co Inc	$3.41M	2.49%	0.01%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$3.37M	2.46%	Not reported	Not reported	Q4 2021
COSTCostco Wholesale Corp	$3.3M	2.41%	0.00%	+0.4%	Q4 2021
CVXChevron Corp	$3.16M	2.31%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$3.16M	2.31%	0.00%	+3.0%	Q4 2021
ORCLOracle Corp	$3.15M	2.30%	0.00%	Not reported	Q4 2021
CMICummins Inc	$2.99M	2.19%	0.01%	+0.6%	Q4 2021
WMWaste Management Inc	$2.89M	2.12%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$2.89M	2.12%	0.00%	Not reported	Q4 2021
RTXRTX Corp	$2.56M	1.87%	0.00%	Not reported	Q4 2021
TXNTexas Instruments Inc	$2.39M	1.75%	0.00%	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$2.27M	1.66%	0.00%	Not reported	Q4 2021
LNTAlliant Energy Corp	$2.13M	1.56%	0.01%	Not reported	Q4 2021
VVisa Inc.	$1.88M	1.37%	0.00%	Not reported	Q4 2021
MRKMerck & Co., Inc.	$1.85M	1.36%	0.00%	Not reported	Q4 2021
FULTFulton Financial Corp	$1.79M	1.31%	0.05%	Not reported	Q4 2021
CNMCore & Main, Inc.	$1.76M	1.29%	Not reported	+2.6%	Q4 2024
WMTWalmart Inc.	$1.7M	1.24%	0.00%	Not reported	Q4 2021
GRMNGarmin Ltd	$1.7M	1.24%	0.00%	+0.8%	Q4 2021
BMYBristol Myers Squibb Co	$1.68M	1.23%	0.00%	Not reported	Q4 2021
SRESempra	$1.67M	1.22%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$1.48M	1.08%	0.00%	Not reported	Q4 2021
ETEnergy Transfer LP	$1.38M	1.01%	0.00%	Not reported	Q4 2021
WECWec Energy Group, Inc.	$1.34M	0.98%	0.00%	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$1.26M	0.92%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$1.26M	0.92%	0.00%	+10.0%	Q4 2021
XELXcel Energy Inc	$1.25M	0.91%	0.00%	Not reported	Q4 2021
LHXL3harris Technologies, Inc.	$1.24M	0.90%	0.00%	Not reported	Q4 2021
DISWalt Disney Co	$1.15M	0.84%	0.00%	Not reported	Q4 2021
HONHoneywell International Inc	$1.14M	0.83%	0.00%	Not reported	Q4 2021
MCDMcdonalds Corp	$1.12M	0.82%	0.00%	Not reported	Q4 2021
COPConocophillips	$1.03M	0.75%	0.00%	Not reported	Q4 2021
MCOMoodys Corp	$953K	0.70%	0.00%	Not reported	Q4 2021
BLDTopBuild Corp	$882K	0.65%	0.01%	+2.1%	Q4 2024
RACEFerrari N.V.	$877K	0.64%	0.00%	+1.6%	Q4 2021
AAPLApple Inc.	$850K	0.62%	0.00%	Not reported	Q4 2021
IDRIdaho Strategic Resources, Inc.	$835K	0.61%	0.16%	-52.0%	Q4 2024
LNKBLINKBANCORP, Inc.	$820K	0.60%	0.31%	-1.8%	Q4 2024
ULTAUlta Beauty, Inc.	$820K	0.60%	0.00%	+1.6%	Q4 2024
KOCoca Cola Co	$811K	0.59%	0.00%	Not reported	Q4 2021
MEDPMedpace Holdings, Inc.	$795K	0.58%	0.01%	+4.3%	Q4 2024
TROWPrice T Rowe Group Inc	$785K	0.57%	0.00%	Not reported	Q4 2021
PPLPPL Corp	$776K	0.57%	0.00%	Not reported	Q4 2021
DPZDominos Pizza Inc	$763K	0.56%	0.01%	+1.9%	Q4 2024

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