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| Happy Holidays!! thanks for using AUM13F!! |
| Enhancing Capital LLC
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| CRD # | 290018 |
| SEC # | 801-111927 |
| CIK # | 0001909572 |
| AUM | $342.0 M (2025-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 717-561-4491 |
| Address | 5300 Derry Street Harrisburg, PA 17111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001909572 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 12.5 | ||
| J P Morgan Chase & Co | 6.7 | ||
| Lilly Eli & Co | 6.5 | ||
| Nvidia Corp | 6.1 | ||
| FPL Group Inc | 3.6 | ||
| Costco Wholesale Corp /NEW | 3.5 | ||
| American Electric Power Co Inc | 3.1 | ||
| Amazon Com Inc | 3.1 | ||
| Waste Management Inc | 3.0 | ||
| Chevron Corp | 2.9 | ||
| Warrior Met Coal Inc | 2.7 | ||
| Texas Instruments Inc | 2.7 | ||
| Oracle Corp | 2.4 | ||
| Johnson & Johnson | 2.4 | ||
| Cummins Inc | 2.3 | ||
| Cisco Systems Inc | 2.3 | ||
| United Technologies Corp /DE/ | 2.2 | ||
| VISA Inc | 2.0 | ||
| Core & Main Inc | 1.9 | ||
| Alliant Energy Corp | 1.9 | ||
| Merck & Co Inc | 1.7 | ||
| Fulton Financial Corp | 1.7 | ||
| Bristol Myers Squibb Co | 1.7 | ||
| Wal Mart Stores Inc | 1.6 | ||
| Energy Transfer Equity LP | 1.5 | ||
| Garmin Ltd | 1.4 | ||
| Sempra Energy | 1.4 | ||
| Honeywell International Inc | 1.3 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Enhancing Capital Partners LP | 2021-08-23 | 18.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 2.5 |
| (b) Individuals (high net worth individuals) | 5 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 18.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 286.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 32.1 |
| (n) Other | 0 | 0.0 |
| Total | 49 | 342.0 |
| By Discretionary | ||
| Discretionary | 48 | 342.0 |
| Non-Discretionary | 1 | 0.0 |
| Total | 49 | 342.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 342.0 | |
| Total | 49 | 342.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909572] |
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|---|---|---|
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0.3 | |
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0.3 |