Fund HoldingsEnhancing Capital LLC

Total Portfolio Value
$139.80M
Total Bought
$2.85M
Total Sold
$6.03M
Net Transaction
-$3.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELI LILLY & CO(LLY)8,3008,30006,3338,9206.38%+2,587
CUMMINS INC(CMI)7,0857,038-472,9923,5932.57%+600
TOAST INC(TOST)016,575+16,57505890.42%+589
WARRIOR MET COAL INC(HCC)58,96549,066-9,8993,7534,3263.09%+574
CELSIUS HLDGS INC(CELH)010,520+10,52004810.34%+481
MERCK & CO INC(MRK)22,06722,06701,8522,3231.66%+471
ALPHABET INC(GOOG)6,1006,10001,4831,9091.37%+426
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
04,081+4,08103420.24%+342
JOHNSON & JOHNSON(JNJ)15,60015,60002,8933,2282.31%+336
BRISTOL-MYERS SQUIBB CO(BMY)37,30037,30001,6822,0121.44%+330
KLARNA GROUP PLC(KLAR)011,200+11,20003240.23%+324
CISCO SYS INC(CSCO)33,19233,19202,2712,5571.83%+286
NEXTERA ENERGY INC(NEE)51,60051,60003,8954,1422.96%+247
RTX CORPORATION(RTX)15,27915,27902,5572,8022.00%+246
US BANCORP DEL(USB)04,000+4,00002130.15%+213
AMAZON COM INC(AMZN)14,37514,468+933,1563,3402.39%+183
HEARTLAND EXPRESS INC(HTLD)017,950+17,95001620.12%+162
JPMORGAN CHASE & CO.(JPM)23,00023,00007,2557,4115.30%+156
WALMART INC(WMT)16,50016,50001,7001,8381.31%+138
LINKBANCORP INC
COM
114,917114,91708209490.68%+129
CORE & MAIN INC(CNM)32,66736,327+3,6601,7581,8881.35%+129
MARRIOTT INTL INC NEW(MAR)2,0002,00005216200.44%+100
AMERICAN ELEC PWR CO INC30,30030,30003,4093,4942.50%+85
EXXON MOBIL CORP11,20011,20001,2631,3480.96%+85
MOODYS CORP(MCO)2,0002,00009531,0220.73%+69
FULTON FINL CORP PA(FULT)95,82695,82601,7851,8521.32%+67
APPLE INC(AAPL)3,3383,33808509070.65%+58
TOPBUILD CORP2,2572,246-118829370.67%+55
VISA INC(V)5,5005,50001,8781,9291.38%+51
COCA COLA CO(KO)12,23012,23008118550.61%+44
THERMO FISHER SCIENTIFIC INC(TMO)522506-162532930.21%+40
MEDPACE HLDGS INC(MEDP)1,5461,462-847958210.59%+26
MURPHY USA INC(MUSA)1,1091,132+234314570.33%+26
ANALOG DEVICES INC(ADI)88288202172390.17%+22
CHUBB LIMITED
COM
72272202042250.16%+22
PREFORMED LINE PRODS CO(PLPC)1,8601,86003653840.28%+20
TRAVELERS COMPANIES INC(TRV)1,2001,20003353480.25%+13
PNC FINL SVCS GROUP INC(PNC)1,2351,23502482580.18%+10
ENTERPRISE PRODS PARTNERS L(EPD)8,9608,96002802870.21%+7
MCDONALDS CORP(MCD)3,7003,70001,1241,1310.81%+6
WINGSTOP INC(WING)1,7191,838+1194334380.31%+6
M & T BK CORP(MTB)1,1001,10002172220.16%+4
MASTERCARD INCORPORATED(MA)2,2162,215-11,2601,2640.90%+4
BERKSHIRE HATHAWAY INC DEL6,7006,70003,3683,3682.41%-1
PRICE T ROWE GROUP INC(TROW)7,6507,65007857830.56%-2
CORTEVA INC(CTVA)5,1335,13303473440.25%-3
COLGATE PALMOLIVE CO(CL)4,0004,00003203160.23%-4
HERSHEY CO(HSY)1,6471,672+253083040.22%-4
BOOKING HOLDINGS INC(BKNG)10910905895840.42%-5
PPG INDS INC(PPG)2,0002,00002102050.15%-5
ABBVIE INC(ABBV)2,0002,00004634570.33%-6
NVIDIA CORPORATION(NVDA)42,50042,480-207,9307,9235.67%-7
DISNEY WALT CO(DIS)10,00010,00001,1451,1380.81%-7
CONOCOPHILLIPS(COP)10,90010,90001,0311,0200.73%-11
ISHARES TR44,47644,47604,4794,4653.19%-14
WASTE MGMT INC DEL(WM)13,10013,10002,8932,8782.06%-15
INTERCONTINENTAL EXCHANGE IN(ICE)3,3073,347+405575420.39%-15
SOUTHERN CO(SO)2,5002,50002372180.16%-19
HEICO CORP NEW(HEI)743678-652402190.16%-20
PROCTER AND GAMBLE CO(PG)2,4002,40003693440.25%-25
PUBLIC SVC ENTERPRISE GRP IN(PEG)8,0008,00006686420.46%-25
LOWES COS INC(LOW)2,5002,50006286030.43%-25
DOMINOS PIZZA INC(DPZ)1,7681,769+17637370.53%-26
SEMPRA(SRE)18,60018,60001,6741,6421.17%-31
ABBOTT LABS3,8003,80005094760.34%-33
SHERWIN WILLIAMS CO(SHW)1,5191,51905264920.35%-34
AUTODESK INC1,5791,57905024670.33%-34
GENUINE PARTS CO(GPC)2,6102,61003623210.23%-41
PPL CORP(PPL)20,88020,88007767310.52%-45
CLOROX CO DEL(CLX)2,0002,00002472020.14%-45
L3HARRIS TECHNOLOGIES INC(LHX)4,0444,04401,2351,1870.85%-48
UNITED NAT FOODS INC(UNFI)12,70612,70604784280.31%-50
ESCO TECHNOLOGIES INC(ESE)3,2933,29306956430.46%-52
ENERGY TRANSFER L P(ET)80,64080,64001,3841,3300.95%-54
COPART INC(CPRT)10,90211,135+2334904360.31%-54
CHEVRON CORP NEW(CVX)20,36020,36003,1623,1032.22%-59
ALLIANT ENERGY CORP(LNT)31,56031,56002,1272,0521.47%-76
HONEYWELL INTL INC(HON)5,4005,40001,1371,0530.75%-83
PAYPAL HLDGS INC(PYPL)10,49510,496+17046130.44%-91
HOME DEPOT INC(HD)1,6601,66006735710.41%-101
XCEL ENERGY INC(XEL)15,50015,50001,2501,1450.82%-105
WEC ENERGY GROUP INC(WEC)11,70611,70601,3411,2350.88%-107
TEXAS INSTRS INC(TXN)13,00013,00002,3882,2551.61%-133
FERRARI N V
COM
1,8081,827+198776750.48%-202
COSTCO WHSL CORP NEW(COST)3,5603,56003,2953,0702.20%-225
LAMB WESTON HLDGS INC(LW)4,2400-4,2402460-246
WATSCO INC(WSO)6170-6172490-249
GARMIN LTD(GRMN)6,8986,879-191,6981,3951.00%-303
IDAHO STRATEGIC RESOURCES24,71510,200-14,5158354110.29%-424
COSTAR GROUP INC(CSGP)7,0300-7,0305930-593
ULTA BEAUTY INC(ULTA)1,4990-1,4998200-820
MICROSOFT CORP(MSFT)25,12725,108-1913,01512,1438.69%-872
ORACLE CORP(ORCL)11,20010,000-1,2003,1501,9491.39%-1,201
Page 1 of 1