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Portfolio (Quarterly) Guide ↗

Enhancing Capital LLC

· CIK 0001909572
13F Portfolio $145M AUM 90 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 90 New
Page 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,725.0 $486K 0.33% NEW $178.24 +15.4%
62 TOST TOAST INC Technology 16,847.0 $469K 0.32% NEW $27.82 +26.3%
63 CTVA CORTEVA INC Basic Materials 5,133.0 $435K 0.30% NEW $84.69 -0.9%
64 CPRT COPART INC Industrials 14,903.0 $420K 0.29% NEW $28.19 +17.0%
65 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,412.0 $420K 0.29% NEW $123.11 +31.9%
66 CELH CELSIUS HLDGS INC Consumer Defensive 13,553.0 $397K 0.27% NEW $29.28 +12.6%
67 TRV TRAVELERS COMPANIES INC Financial Services 1,200.0 $396K 0.27% NEW $330.12 +12.1%
68 CL COLGATE PALMOLIVE CO Consumer Defensive 4,000.0 $367K 0.25% NEW $91.68 -1.0%
69 PG PROCTER & GAMBLE CO Consumer Defensive 2,400.0 $352K 0.24% NEW $146.64 -2.0%
70 ADI ANALOG DEVICES INC Technology 882.0 $350K 0.24% NEW $397.17 -8.9%
71 ABT ABBOTT LABORATORIES Healthcare 3,800.0 $345K 0.24% NEW $90.74 +23.9%
72 VCIT VANGUARD SCOTTSDALE FDS 4,081.0 $337K 0.23% NEW $82.65 -1.8%
73 HSY HERSHEY CO Consumer Defensive 1,911.0 $335K 0.23% NEW $175.45 +2.1%
74 IDR IDAHO STRATEGIC RESOURCES Basic Materials 10,200.0 $334K 0.23% NEW $32.75 -1.3%
75 EPD ENTERPRISE PRODS PARTNERS L 8,960.0 $329K 0.23% NEW $36.76
76 TMO THERMO FISHER SCIENTIFIC INC Healthcare 649.0 $325K 0.22% NEW $501.36 +24.1%
77 HEI HEICO CORP NEW Industrials 881.0 $314K 0.22% NEW $356.19 -5.5%
78 GPC GENUINE PARTS CO Consumer Cyclical 2,610.0 $308K 0.21% NEW $117.98 +16.6%
79 ADSK AUTODESK INC Technology 1,579.0 $307K 0.21% NEW $194.42 +34.1%
80 PNC PNC FINL SVCS GROUP INC Financial Services 1,235.0 $304K 0.21% NEW $246.22 -1.6%
Page 4 of 5  ·  90 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.3%
Healthcare 15.6%
Financial Services 13.1%
Utilities 12.6%
Industrials 11.8%
Consumer Cyclical 7.1%
Consumer Defensive 6.4%
Energy 5.6%
Communication Services 2.3%
Basic Materials 1.1%