Fund HoldingsEnhancing Capital LLC

Total Portfolio Value
$124.99M
Total Bought
$4.41M
Total Sold
$988.9K
Net Transaction
+$3.42M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
HEARTLAND EXPRESS INC(HTLD)057,765+57,76505330.43%+533
BERKSHIRE HATHAWAY INC DEL6,7006,70003,0373,5682.85%+531
AMERICAN ELEC PWR CO INC30,30030,30002,7953,3112.65%+516
CHEVRON CORP NEW(CVX)20,36020,36002,9493,4062.73%+457
ELI LILLY & CO(LLY)8,3008,30006,4086,8555.48%+447
WASTE MGMT INC DEL(WM)13,10013,10002,6433,0332.43%+389
JOHNSON & JOHNSON(JNJ)15,60015,60002,2562,5872.07%+331
RTX CORPORATION(RTX)15,27915,27901,7682,0241.62%+256
CHUBB LIMITED
COM
0722+72202180.17%+218
HEICO CORP NEW(HEI)0802+80202140.17%+214
IDAHO STRATEGIC RESOURCES51,51551,51505257370.59%+212
THERMO FISHER SCIENTIFIC INC(TMO)0412+41202050.16%+205
WEC ENERGY GROUP INC(WEC)11,70611,70601,1011,2761.02%+175
BRISTOL-MYERS SQUIBB CO(BMY)37,30037,30002,1102,2751.82%+165
ALLIANT ENERGY CORP(LNT)31,56031,56001,8662,0311.62%+164
JPMORGAN CHASE & CO.(JPM)23,00023,00005,5135,6424.51%+129
EXXON MOBIL CORP11,20011,20001,2051,3321.07%+127
COCA COLA CO(KO)12,23012,23007618760.70%+114
COSTCO WHSL CORP NEW(COST)3,5413,545+43,2453,3532.68%+108
ESCO TECHNOLOGIES INC(ESE)3,2933,29304395240.42%+85
CISCO SYS INC(CSCO)33,19233,19201,9652,0481.64%+83
MCDONALDS CORP(MCD)3,7003,70001,0731,1560.92%+83
INTERCONTINENTAL EXCHANGE IN(ICE)3,1663,211+454725540.44%+82
GARMIN LTD(GRMN)6,8246,846+221,4081,4861.19%+79
PPL CORP(PPL)20,88020,88006787540.60%+76
ABBOTT LABS3,8003,80004305040.40%+74
DOMINOS PIZZA INC(DPZ)1,7251,736+117247980.64%+74
COSTAR GROUP INC(CSGP)6,6596,883+2244775450.44%+69
CONOCOPHILLIPS(COP)10,90010,90001,0811,1450.92%+64
ABBVIE INC(ABBV)2,0002,00003554190.34%+64
MASTERCARD INCORPORATED(MA)1,9902,015+251,0481,1040.88%+57
XCEL ENERGY INC(XEL)15,50015,50001,0471,0970.88%+51
AUTOZONE INC(AZO)707002242670.21%+43
AIR PRODS & CHEMS INC2,4262,515+897047420.59%+38
WATSCO INC(WSO)793813+203764130.33%+37
UNITEDHEALTH GROUP INC(UNH)2,0002,00001,0121,0480.84%+36
HERSHEY CO(HSY)2,3462,514+1683974300.34%+33
CORTEVA INC(CTVA)5,1335,13302923230.26%+31
TRAVELERS COMPANIES INC(TRV)1,2001,20002893170.25%+28
ENTERPRISE PRODS PARTNERS L(EPD)8,9608,96002813060.24%+25
SOUTHERN CO(SO)2,5002,50002062300.18%+24
SHERWIN WILLIAMS CO(SHW)1,4681,482+144995180.41%+18
FERRARI N V
COM
1,7651,781+167507620.61%+12
COLGATE PALMOLIVE CO(CL)4,0004,00003643750.30%+11
PROCTER AND GAMBLE CO(PG)2,4002,40004024090.33%+7
GENUINE PARTS CO(GPC)2,6102,61003053110.25%+6
UNITED NAT FOODS INC(UNFI)12,70612,70603473480.28%+1
TOPBUILD CORP2,1732,212+396776750.54%-2
VANGUARD SPECIALIZED FUNDS1,4001,40002742720.22%-3
COPART INC(CPRT)9,8859,979+945675650.45%-3
L3HARRIS TECHNOLOGIES INC(LHX)4,0444,04408508460.68%-4
ONEOK INC NEW(OKE)5,2495,24905275210.42%-6
MOODYS CORP(MCO)2,0002,00009479310.75%-15
PUBLIC SVC ENTERPRISE GRP IN(PEG)8,0008,00006766580.53%-18
ISHARES TR(Call)24,8000-24,800180-18
PPG INDS INC(PPG)2,0002,00002392190.17%-20
PNC FINL SVCS GROUP INC(PNC)1,2351,23502382170.17%-21
MEDPACE HLDGS INC(MEDP)1,4341,483+494764520.36%-25
MURPHY USA INC(MUSA)1,0421,053+115234950.40%-28
CLOROX CO DEL(CLX)2,0002,00003252950.24%-30
BOOKING HOLDINGS INC(BKNG)102103+15074750.38%-32
LOWES COS INC(LOW)2,5002,50006175830.47%-34
HOME DEPOT INC(HD)1,6601,66006466080.49%-37
NEXTERA ENERGY INC(NEE)51,60051,60003,6993,6582.93%-41
WALMART INC(WMT)16,50016,50001,4911,4491.16%-42
PFIZER INC(PFE)41,60041,60001,1041,0540.84%-50
AUTODESK INC1,5791,57904674130.33%-53
LAMB WESTON HLDGS INC(LW)4,2404,24002832260.18%-57
GENERAL MLS INC(GIS)14,90014,90009508910.71%-59
CORE & MAIN INC(CNM)31,65031,846+1961,6111,5381.23%-73
HONEYWELL INTL INC(HON)5,4005,40001,2201,1430.91%-76
ENERGY TRANSFER L P(ET)80,64080,64001,5801,4991.20%-81
MARRIOTT INTL INC NEW(MAR)2,0002,00005584760.38%-81
LINKBANCORP INC
COM
117,140117,14008767950.64%-82
ULTA BEAUTY INC(ULTA)1,4371,476+396255410.43%-84
APPLE INC(AAPL)3,3383,33808367410.59%-94
TEXAS INSTRS INC(TXN)13,00013,00002,4382,3361.87%-102
FULTON FINL CORP PA(FULT)95,82695,82601,8481,7341.39%-114
DISNEY WALT CO(DIS)10,00010,00001,1149870.79%-126
PRICE T ROWE GROUP INC(TROW)7,6507,65008657030.56%-162
ISHARES TR49,83647,633-2,2035,0004,7953.84%-204
M & T BK CORP(MTB)1,1000-1,1002070-207
ALPHABET INC(GOOG)6,1006,10001,1559430.75%-211
MERCK & CO INC(MRK)22,06722,06702,1951,9811.58%-214
TARGET CORP(TGT)1,7000-1,7002300-230
PAYPAL HLDGS INC(PYPL)11,79811,877+791,0077750.62%-232
CUMMINS INC(CMI)7,0307,047+172,4512,2091.77%-242
ORACLE CORP(ORCL)11,20011,20001,8661,5661.25%-300
SEMPRA(SRE)18,60018,60001,6321,3271.06%-304
VISA INC(V)7,1445,500-1,6442,2581,9281.54%-330
WARRIOR MET COAL INC(HCC)58,76258,974+2123,1872,8142.25%-373
AMAZON COM INC(AMZN)13,93613,960+243,0572,6562.13%-401
NVIDIA CORPORATION(NVDA)38,50038,50005,1704,1733.34%-998
MICROSOFT CORP(MSFT)25,03725,085+4810,5539,4177.53%-1,136
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