Fund HoldingsEnhancing Capital LLC

Total Portfolio Value
$145.45M
Total Bought
$6.97M
Total Sold
$3.21M
Net Transaction
+$3.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ELI LILLY & CO(LLY)8,3008,30007,6349,9556.84%+2,321
TEXAS INSTRS INC(TXN)13,00013,00002,5243,8752.66%+1,351
CISCO SYS INC(CSCO)33,19233,19202,5753,8992.68%+1,323
CUMMINS INC(CMI)7,0397,164+1253,7875,1093.51%+1,322
BURKE HERBERT FINL SVCS CORP(BHRB)015,508+15,50801,1140.77%+1,114
NVIDIA CORPORATION(NVDA)42,45242,45207,4048,4945.84%+1,091
SYNOPSYS INC(SNPS)02,063+2,06309200.63%+920
JPMORGAN CHASE & CO(JPM)23,00023,00006,7667,5295.18%+763
HONEYWELL INTL INC02,700+2,70006050.42%+605
HONEYWELL AEROSPACE INC02,700+2,70005970.41%+597
AMAZON COM INC(AMZN)16,00916,410+4013,3343,9112.69%+577
ALPHABET INC(GOOG)6,1006,10001,7542,1801.50%+426
FULTON FINL CORP PA(FULT)95,82695,82601,9492,3181.59%+369
HEICO CORP NEW(HEI)0881+88103140.22%+314
PREFORMED LINE PRODS CO(PLPC)1,8601,86005047640.53%+260
ALPHABET INC(GOOG)0704+70402490.17%+249
PRICESMART INC(PSMT)01,231+1,23102400.17%+240
ESCO TECHNOLOGIES INC(ESE)3,2933,29309271,1530.79%+226
VISA INC(V)5,5005,50001,6621,8871.30%+225
UNIQURE NV(QURE)04,500+4,50002070.14%+207
MERCK & CO INC(MRK)22,06722,06702,6542,8361.95%+181
PRICE T ROWE GROUP INC(TROW)7,6507,65006908700.60%+180
AMERICAN ELEC PWR CO INC30,30030,30003,9724,1452.85%+174
HEARTLAND EXPRESS INC(HTLD)33,95033,95003535170.36%+164
MICROSOFT CORP(MSFT)25,10825,319+2119,2949,4446.49%+150
JOHNSON & JOHNSON(JNJ)15,60015,60003,8133,9622.72%+149
ALLIANT ENERGY CORP(LNT)31,56031,56002,2652,4081.66%+143
BERKSHIRE HATHAWAY INC DEL6,7006,70003,2113,3532.31%+142
MEDPACE HLDGS INC(MEDP)1,4621,589+1277028420.58%+139
APPLE INC(AAPL)3,3383,33808479660.66%+119
MARRIOTT INTL INC NEW(MAR)2,0002,00006547410.51%+87
THERMO FISHER SCIENTIFIC INC(TMO)506649+1432493250.22%+77
ANALOG DEVICES INC(ADI)88288202813500.24%+70
ABBVIE INC(ABBV)2,0002,00004355030.35%+68
COCA COLA CO(KO)12,23012,23009309940.68%+64
FERRARI N V
COM
1,8281,82806196810.47%+62
MURPHY USA INC(MUSA)1,1321,13205596100.42%+51
PNC FINL SVCS GROUP INC(PNC)1,2351,23502573040.21%+47
TRAVELERS COMPANIES INC(TRV)1,2001,20003503960.27%+46
HOME DEPOT INC(HD)1,6601,66005465850.40%+39
GARMIN LTD(GRMN)6,8796,87901,5961,6341.12%+38
SHERWIN WILLIAMS CO(SHW)1,5191,51904875230.36%+36
M & T BK CORP(MTB)1,1001,10002272620.18%+34
MASTERCARD INCORPORATED(MA)2,4652,464-11,2321,2660.87%+34
US BANCORP(USB)4,0004,00002082420.17%+34
MOODYS CORP(MCO)2,0002,00008739060.62%+33
GENUINE PARTS CO(GPC)2,6102,61002763080.21%+32
PPG INDS INC(PPG)2,0002,00002142430.17%+29
BOOKING HOLDINGS INC(BKNG)1092,725+2,6164594860.33%+27
COLGATE PALMOLIVE CO(CL)4,0004,00003413670.25%+26
TOAST INC(TOST)16,84716,84704474690.32%+22
CORE & MAIN INC(CNM)36,33137,599+1,2681,7951,8141.25%+19
TARGET CORP(TGT)1,7001,70002062220.15%+16
XCEL ENERGY INC(XEL)15,50015,50001,2311,2450.86%+13
WEC ENERGY GROUP INC(WEC)11,70611,70601,3551,3670.94%+12
CHUBB LIMITED
COM
72272202352460.17%+11
UNITED NAT FOODS INC(UNFI)12,70612,70605735800.40%+8
IDAHO STRATEGIC RESOURCES(IDR)10,20010,20003283340.23%+6
PROCTER & GAMBLE CO(PG)2,4002,40003473520.24%+5
CORTEVA INC(CTVA)5,1335,13304304350.30%+5
PUBLIC SVC ENTERPRISE GROUP(PEG)8,0008,00006486490.45%+2
ISHARES TR44,47644,47604,4774,4773.08%0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
4,0834,081-23383370.23%-1
DISNEY WALT CO(DIS)10,00010,00009649630.66%-1
SOUTHERN CO(SO)2,5002,50002412390.16%-2
ORACLE CORP(ORCL)10,00010,00001,4711,4661.01%-6
ALLISON TRANSMISSION HLDGS I(ALSN)1,8871,88702212130.15%-8
ENTERPRISE PRODS PARTNERS L(EPD)8,9608,96003393290.23%-10
HERSHEY CO(HSY)1,6721,911+2393483350.23%-12
COPART INC(CPRT)13,03714,903+1,8664334200.29%-13
ENERGY TRANSFER L P(ET)80,64080,64001,5561,5421.06%-15
PPL CORP(PPL)20,88020,88007987590.52%-39
LOWES COS INC(LOW)2,5002,50005915510.38%-39
CELSIUS HLDGS INC(CELH)12,42013,553+1,1334413970.27%-44
ABBOTT LABORATORIES3,8003,80003903450.24%-45
RTX CORPORATION(RTX)15,27915,27902,9472,8991.99%-48
DOMINOS PIZZA INC(DPZ)1,7691,917+1486355680.39%-67
AUTODESK INC1,5791,57903783070.21%-71
SEMPRA(SRE)18,60018,60001,8071,7241.19%-83
WASTE MGMT INC DEL(WM)13,10013,10003,0102,9202.01%-91
INTERCONTINENTAL EXCHANGE IN(ICE)3,3483,412+645274200.29%-107
BRISTOL-MYERS SQUIBB CO(BMY)37,30037,30002,2622,1491.48%-113
MCDONALDS CORP(MCD)3,7003,70001,1501,0000.69%-150
COSTCO WHOLESALE CORPORATION(COST)3,5603,606+463,5473,3732.32%-174
WALMART INC(WMT)16,50016,50002,0511,8691.28%-182
CLOROX CO DEL(CLX)2,0000-2,0002070-207
L3HARRIS TECHNOLOGIES INC(LHX)4,0444,04401,3961,1750.81%-221
NEXTERA ENERGY INC(NEE)51,60051,60004,7934,5293.11%-264
CONOCOPHILLIPS(COP)10,90010,90001,4391,1330.78%-306
EXXON MOBIL CORP11,20011,20001,9001,5311.05%-369
TOPBUILD COR2,2460-2,2467890-789
CHEVRON CORPORATION(CVX)20,36020,36004,2123,3752.32%-838
LINKBANCORP INC
COM
114,9170-114,9179590-959
HONEYWELL INTL INC(HON)5,4000-5,4001,2210-1,221
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Enhancing Capital LLC — 13F Holdings — Q2 2026 | TickerTrail