Fund HoldingsEnhancing Capital LLC

Total Portfolio Value
$134.84M
Total Bought
$1.21M
Total Sold
$6.44M
Net Transaction
-$5.23M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CHEVRON CORPORATION(CVX)20,36020,36003,1034,2123.12%+1,109
NEXTERA ENERGY INC(NEE)51,60051,60004,1424,7933.55%+650
JOHNSON & JOHNSON(JNJ)15,60015,60003,2283,8132.83%+585
EXXON MOBIL CORP11,20011,20001,3481,9001.41%+552
AMERICAN ELEC PWR CO INC30,30030,30003,4943,9722.95%+478
COSTCO WHOLESALE CORPORATION(COST)3,5603,56003,0703,5472.63%+477
CONOCOPHILLIPS(COP)10,90010,90001,0201,4391.07%+418
MERCK & CO INC(MRK)22,06722,06702,3232,6541.97%+332
ESCO TECHNOLOGIES INC(ESE)3,2933,29306439270.69%+283
TEXAS INSTRS INC(TXN)13,00013,00002,2552,5241.87%+268
BRISTOL-MYERS SQUIBB CO(BMY)37,30037,30002,0122,2621.68%+250
ENERGY TRANSFER L P(ET)80,64080,64001,3301,5561.15%+227
ALLISON TRANSMISSION HLDGS I(ALSN)01,887+1,88702210.16%+221
ALLIANT ENERGY CORP(LNT)31,56031,56002,0522,2651.68%+213
WALMART INC(WMT)16,50016,50001,8382,0511.52%+212
L3HARRIS TECHNOLOGIES INC(LHX)4,0444,04401,1871,3961.04%+209
TARGET CORP(TGT)01,700+1,70002060.15%+206
GARMIN LTD(GRMN)6,8796,87901,3951,5961.18%+201
CUMMINS INC(CMI)7,0387,039+13,5933,7872.81%+195
HEARTLAND EXPRESS INC(HTLD)17,95033,950+16,0001623530.26%+191
HONEYWELL INTL INC(HON)5,4005,40001,0531,2210.91%+167
SEMPRA(SRE)18,60018,60001,6421,8071.34%+165
RTX CORPORATION(RTX)15,27915,27902,8022,9472.19%+145
UNITED NAT FOODS INC(UNFI)12,70612,70604285730.42%+145
WASTE MGMT INC DEL(WM)13,10013,10002,8783,0102.23%+132
WEC ENERGY GROUP INC(WEC)11,70611,70601,2351,3551.01%+121
PREFORMED LINE PRODS CO(PLPC)1,8601,86003845040.37%+119
MURPHY USA INC(MUSA)1,1321,13204575590.41%+102
FULTON FINL CORP PA(FULT)95,82695,82601,8521,9491.45%+97
XCEL ENERGY INC(XEL)15,50015,50001,1451,2310.91%+86
CORTEVA INC(CTVA)5,1335,13303444300.32%+86
COCA COLA CO(KO)12,23012,23008559300.69%+75
PPL CORP(PPL)20,88020,88007317980.59%+66
ENTERPRISE PRODS PARTNERS L(EPD)8,9608,96002873390.25%+52
HERSHEY CO(HSY)1,6721,67203043480.26%+43
ANALOG DEVICES INC(ADI)88288202392810.21%+41
MARRIOTT INTL INC NEW(MAR)2,0002,00006206540.49%+34
COLGATE PALMOLIVE CO(CL)4,0004,00003163410.25%+25
SOUTHERN CO(SO)2,5002,50002182410.18%+23
MCDONALDS CORP(MCD)3,7003,70001,1311,1500.85%+19
CISCO SYS INC(CSCO)33,19233,19202,5572,5751.91%+19
ISHARES TR44,47644,47604,4654,4773.32%+12
CHUBB LTD SWITZ
COM
72272202252350.17%+10
LINKBANCORP INC
COM
114,917114,91709499590.71%+10
PPG INDS INC(PPG)2,0002,00002052140.16%+9
M & T BK CORP(MTB)1,1001,10002222270.17%+6
CLOROX CO DEL(CLX)2,0002,00002022070.15%+6
PUBLIC SVC ENTERPRISE GROUP(PEG)8,0008,00006426480.48%+5
PROCTER & GAMBLE CO(PG)2,4002,40003443470.26%+3
TRAVELERS COMPANIES INC(TRV)1,2001,20003483500.26%+2
PNC FINL SVCS GROUP INC(PNC)1,2351,23502582570.19%-1
COPART INC(CPRT)11,13513,037+1,9024364330.32%-3
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
4,0814,083+23423380.25%-4
SHERWIN WILLIAMS CO(SHW)1,5191,51904924870.36%-5
AMAZON COM INC(AMZN)14,46816,009+1,5413,3403,3342.47%-5
US BANCORP(USB)4,0004,00002132080.15%-5
LOWES COS INC(LOW)2,5002,50006035910.44%-12
INTERCONTINENTAL EXCHANGE IN(ICE)3,3473,348+15425270.39%-16
ABBVIE INC(ABBV)2,0002,00004574350.32%-22
HOME DEPOT INC(HD)1,6601,66005715460.40%-25
MASTERCARD INCORPORATED(MA)2,2152,465+2501,2641,2320.91%-33
CELSIUS HLDGS INC(CELH)10,52012,420+1,9004814410.33%-41
THERMO FISHER SCIENTIFIC INC(TMO)50650602932490.18%-44
GENUINE PARTS CO(GPC)2,6102,61003212760.20%-45
FERRARI N V
COM
1,8271,828+16756190.46%-56
APPLE INC(AAPL)3,3383,33809078470.63%-60
IDAHO STRATEGIC RESOURCES10,20010,20004113280.24%-83
ABBOTT LABORATORIES3,8003,80004763900.29%-86
AUTODESK INC1,5791,57904673780.28%-89
CORE & MAIN INC(CNM)36,32736,331+41,8881,7951.33%-93
PRICE T ROWE GROUP INC(TROW)7,6507,65007836900.51%-94
DOMINOS PIZZA INC(DPZ)1,7691,76907376350.47%-103
MEDPACE HLDGS INC(MEDP)1,4621,46208217020.52%-119
BOOKING HOLDINGS INC(BKNG)10910905844590.34%-125
TOAST INC(TOST)16,57516,847+2725894470.33%-142
TOPBUILD COR2,2462,24609377890.59%-148
MOODYS CORP(MCO)2,0002,00001,0228730.65%-149
ALPHABET INC(GOOG)6,1006,10001,9091,7541.30%-155
BERKSHIRE HATHAWAY INC DEL6,7006,70003,3683,2112.38%-157
DISNEY WALT CO(DIS)10,00010,00001,1389640.71%-174
HEICO CORP NEW(HEI)6780-6782190-219
VISA INC(V)5,5005,50001,9291,6621.23%-267
KLARNA GROUP PLC(KLAR)11,2000-11,2003240-324
WINGSTOP INC(WING)1,8380-1,8384380-438
ORACLE CORP(ORCL)10,00010,00001,9491,4711.09%-478
NVIDIA CORPORATION(NVDA)42,48042,452-287,9237,4045.49%-519
PAYPAL HLDGS INC(PYPL)10,4960-10,4966130-613
JPMORGAN CHASE & CO(JPM)23,00023,00007,4116,7665.02%-645
ELI LILLY & CO(LLY)8,3008,30008,9207,6345.66%-1,286
MICROSOFT CORP(MSFT)25,10825,108012,1439,2946.89%-2,849
WARRIOR MET COAL INC(HCC)49,0660-49,0664,3260-4,326
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