Enhancing Capital LLC has filed its Form 13F-HR, disclosing its equity securities holdings as of September 30, 2026. The filing lists a total of 88 securities held by the firm, managed by Vice President G. Adam Parmer.
The portfolio is diversified across various sectors, with significant positions held in large-cap technology and healthcare companies. The largest holding in the portfolio is NVIDIA Corporation, with 4,253,245 shares. Microsoft Corporation is the second-largest holding, with 12,999,451 shares. Other major technology holdings include Alphabet Inc. Class A and Class C shares, Oracle Corporation, and Visa Inc. Class A shares.
Healthcare stocks are also well-represented, with Eli Lilly & Co. holding 9,606,078 shares and Johnson & Johnson holding 4,129,944 shares. The portfolio also includes substantial positions in financial services, such as JPMorgan Chase & Co. (23,016 shares) and Mastercard Incorporated (1,764 shares).
The filing details the specific number of shares held for each security, with the total number of shares listed for the entire portfolio being 144,209,888. The report indicates that all holdings are held for investment purposes.
