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Home > Institutional Investor > Enhancing Capital Llc > Profile

Instuitional Investor - Enhancing Capital Llc

Fund Profile
Filing Period:
Fund Name: Enhancing Capital Llc
Portfolio Value $80,177,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 25,876 $6,061,000 7.5%
2.
Nextera Energy Inc
 NEE 55,771 $4,279,000 5.29%
3.
Chevron Corp
 CVX 20,550 $3,289,000 4.06%
4.
Jpmorgan Chase & Co
 JPM 27,477 $2,912,000 3.6%
5.
Eli Lilly & Co
 LLY 8,300 $2,711,000 3.35%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)