Enlightenment Research
Latest statistics and disclosures from Enlightenment Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMD, SCHW, TSLA, GOOGL, DIS, and represent 20.57% of Enlightenment Research's stock portfolio.
- Added to shares of these 10 stocks: AMD, SCHW, GOOGL, TSLA, OXY, WFC, NKE, DIS, MARA, TFC.
- Started 96 new stock positions in OVV, DVN, VMW, HAS, MARA, PLAN, AAPL, NLY, NEM, FANG.
- Reduced shares in these 10 stocks: PLTR, , , , BKNG, , , UNP, MRNA, UNH.
- Sold out of its positions in T, ABT, ADBE, AXP, AIG, AMT, APH, ADI, BDX, BRK.B.
- Enlightenment Research was a net seller of stock by $-5.5M.
- Enlightenment Research has $75M in assets under management (AUM), dropping by -8.22%.
- Central Index Key (CIK): 0001676924
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Portfolio Holdings for Enlightenment Research
Companies in the Enlightenment Research portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Advanced Micro Devices (AMD) | 6.5 | $4.9M | NEW | 44k | 109.35 | |
Charles Schwab Corporation (SCHW) | 4.3 | $3.3M | +476% | 39k | 84.32 | |
Tesla Motors (TSLA) | 3.9 | $2.9M | +184% | 2.7k | 1077.78 | |
Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $2.4M | NEW | 850.00 | 2781.18 | |
Walt Disney Company (DIS) | 2.8 | $2.1M | +216% | 15k | 137.14 | |
Occidental Petroleum Corporation (OXY) | 2.4 | $1.8M | NEW | 32k | 56.73 | |
Wells Fargo & Company (WFC) | 2.1 | $1.6M | NEW | 32k | 48.45 | |
Nike CL B (NKE) | 2.0 | $1.5M | NEW | 11k | 134.56 | |
Marathon Digital Holdings In (MARA) | 1.9 | $1.4M | NEW | 50k | 27.95 | |
Truist Financial Corp equities (TFC) | 1.9 | $1.4M | NEW | 25k | 56.68 | |
Procter & Gamble Company (PG) | 1.7 | $1.3M | +132% | 8.4k | 152.86 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.7 | $1.3M | +86% | 12k | 104.30 | |
PNC Financial Services (PNC) | 1.6 | $1.2M | NEW | 6.7k | 184.48 | |
Raytheon Technologies Corp (RTX) | 1.6 | $1.2M | NEW | 12k | 99.09 | |
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Morgan Stanley Com New (MS) | 1.5 | $1.1M | -41% | 13k | 87.37 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $1.1M | NEW | 8.0k | 136.38 | |
Coca-Cola Company (KO) | 1.5 | $1.1M | NEW | 18k | 62.00 | |
Apple (AAPL) | 1.4 | $1.1M | NEW | 6.1k | 174.66 | |
Uber Technologies (UBER) | 1.3 | $981k | NEW | 28k | 35.67 | |
Target Corporation (TGT) | 1.2 | $871k | NEW | 4.1k | 212.18 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 1.1 | $831k | NEW | 7.6k | 108.84 | |
Cme (CME) | 1.1 | $791k | NEW | 3.3k | 237.75 | |
Barrick Gold Corp (GOLD) | 1.1 | $790k | NEW | 32k | 24.53 | |
Johnson & Johnson (JNJ) | 1.0 | $789k | +217% | 4.5k | 177.30 | |
Lowe's Companies (LOW) | 1.0 | $778k | NEW | 3.9k | 202.08 | |
Devon Energy Corporation (DVN) | 0.9 | $674k | NEW | 11k | 59.12 | |
Netflix (NFLX) | 0.9 | $674k | -53% | 1.8k | 374.44 | |
Pinduoduo Sponsored Ads (PDD) | 0.9 | $654k | +425% | 16k | 40.12 | |
Bank of New York Mellon Corporation (BK) | 0.8 | $635k | NEW | 13k | 49.61 | |
Rivian Automotive Com Cl A (RIVN) | 0.8 | $625k | NEW | 12k | 50.28 | |
Us Bancorp Del Com New (USB) | 0.8 | $617k | NEW | 12k | 53.19 | |
Humana (HUM) | 0.8 | $609k | NEW | 1.4k | 435.00 | |
BP Sponsored Adr (BP) | 0.8 | $600k | NEW | 20k | 29.41 | |
NVIDIA Corporation (NVDA) | 0.8 | $600k | -70% | 2.2k | 272.73 | |
Zoom Video Communications In Cl A (ZM) | 0.8 | $574k | NEW | 4.9k | 117.14 | |
Shell Spon Ads (SHEL) | 0.7 | $560k | NEW | 10k | 54.90 | |
Mondelez Intl Cl A (MDLZ) | 0.7 | $546k | +89% | 8.7k | 62.76 | |
Block Cl A (SQ) | 0.7 | $542k | -50% | 4.0k | 135.50 | |
Bank of America Corporation (BAC) | 0.7 | $532k | +115% | 13k | 41.24 | |
Honeywell International (HON) | 0.7 | $525k | +42% | 2.7k | 194.44 | |
Align Technology (ALGN) | 0.7 | $523k | NEW | 1.2k | 435.83 | |
Dollar General (DG) | 0.7 | $512k | NEW | 2.3k | 222.61 | |
Illinois Tool Works (ITW) | 0.7 | $503k | NEW | 2.4k | 209.58 | |
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.7 | $495k | NEW | 87k | 5.71 | |
Bath & Body Works In (BBWI) | 0.6 | $488k | +12% | 10k | 47.84 | |
Intuit (INTU) | 0.6 | $481k | NEW | 1.0k | 481.00 | |
Intel Corporation (INTC) | 0.6 | $481k | NEW | 9.7k | 49.59 | |
Baker Hughes Company Cl A (BKR) | 0.6 | $477k | NEW | 13k | 36.41 | |
Abbvie (ABBV) | 0.6 | $467k | NEW | 2.9k | 162.21 | |
Chubb (CB) | 0.6 | $467k | NEW | 2.2k | 213.83 | |
Equinor Asa Sponsored Adr (EQNR) | 0.6 | $454k | NEW | 12k | 37.52 | |
Antero Res (AR) | 0.6 | $440k | NEW | 14k | 30.56 | |
Charter Communications Inc N Cl A (CHTR) | 0.6 | $436k | NEW | 800.00 | 545.00 | |
United Parcel Service CL B (UPS) | 0.6 | $429k | +42% | 2.0k | 214.50 | |
Lululemon Athletica (LULU) | 0.5 | $402k | -21% | 1.1k | 365.45 | |
Lennar Corp Cl A (LEN) | 0.5 | $390k | -43% | 4.8k | 81.25 | |
D.R. Horton (DHI) | 0.5 | $387k | +4% | 5.2k | 74.42 | |
Applied Materials (AMAT) | 0.5 | $382k | NEW | 2.9k | 131.72 | |
Yum! Brands (YUM) | 0.5 | $379k | NEW | 3.2k | 118.44 | |
Tapestry (TPR) | 0.5 | $375k | +83% | 10k | 37.12 | |
Parker-Hannifin Corporation (PH) | 0.5 | $369k | NEW | 1.3k | 283.85 | |
Pepsi (PEP) | 0.5 | $368k | NEW | 2.2k | 167.27 | |
Teck Resources CL B (TECK) | 0.5 | $364k | NEW | 9.0k | 40.44 | |
Cameco Corporation (CCJ) | 0.5 | $361k | NEW | 12k | 29.11 | |
Zynga Cl A (ZNGA) | 0.5 | $346k | NEW | 37k | 9.25 | |
Autodesk (ADSK) | 0.5 | $343k | NEW | 1.6k | 214.38 | |
Baxter International (BAX) | 0.5 | $341k | NEW | 4.4k | 77.64 | |
Range Resources (RRC) | 0.5 | $340k | NEW | 11k | 30.36 | |
Academy Sports & Outdoor (ASO) | 0.5 | $339k | NEW | 8.6k | 39.42 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $334k | NEW | 500.00 | 668.00 | |
Verizon Communications (VZ) | 0.4 | $331k | NEW | 6.5k | 50.92 | |
West Pharmaceutical Services (WST) | 0.4 | $329k | NEW | 800.00 | 411.25 | |
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.4 | $324k | NEW | 22k | 14.79 | |
Coinbase Global Com Cl A (COIN) | 0.4 | $323k | -46% | 1.7k | 190.00 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $320k | NEW | 2.6k | 123.08 | |
Vale S A Sponsored Ads (VALE) | 0.4 | $318k | NEW | 16k | 20.00 | |
3M Company (MMM) | 0.4 | $312k | +74% | 2.1k | 148.64 | |
Kroger (KR) | 0.4 | $310k | NEW | 5.4k | 57.41 | |
Best Buy (BBY) | 0.4 | $309k | -38% | 3.4k | 90.88 | |
Halliburton Company (HAL) | 0.4 | $307k | NEW | 8.1k | 37.90 | |
Astrazeneca Sponsored Adr (AZN) | 0.4 | $305k | NEW | 4.6k | 66.30 | |
Electronic Arts (EA) | 0.4 | $304k | NEW | 2.4k | 126.67 | |
Paypal Holdings (PYPL) | 0.4 | $301k | +57% | 2.6k | 115.77 | |
Pioneer Natural Resources (PXD) | 0.4 | $300k | NEW | 1.2k | 250.00 | |
CarMax (KMX) | 0.4 | $299k | NEW | 3.1k | 96.45 | |
MGM Resorts International. (MGM) | 0.4 | $289k | NEW | 6.9k | 41.88 | |
Toronto Dominion Bk Ont Com New (TD) | 0.4 | $286k | NEW | 3.6k | 79.44 | |
Ross Stores (ROST) | 0.4 | $281k | NEW | 3.1k | 90.56 | |
Blackstone Group Inc Com Cl A (BX) | 0.4 | $279k | -74% | 2.2k | 126.82 | |
Sherwin-Williams Company (SHW) | 0.4 | $275k | NEW | 1.1k | 250.00 | |
Cabot Oil & Gas Corporation (CTRA) | 0.4 | $272k | NEW | 10k | 26.93 | |
Bhp Group Sponsored Ads (BHP) | 0.4 | $270k | NEW | 3.5k | 77.14 | |
Kinder Morgan (KMI) | 0.4 | $270k | -28% | 14k | 18.88 | |
Old Dominion Freight Line (ODFL) | 0.4 | $269k | 900.00 | 298.89 | ||
Baidu Spon Adr Rep A (BIDU) | 0.4 | $265k | NEW | 2.0k | 132.50 | |
Carrier Global Corporation (CARR) | 0.3 | $261k | -29% | 5.7k | 45.79 | |
Zions Bancorporation (ZION) | 0.3 | $249k | NEW | 3.8k | 65.53 | |
Encana Corporation (OVV) | 0.3 | $249k | NEW | 4.6k | 54.13 | |
Corning Incorporated (GLW) | 0.3 | $244k | -7% | 6.6k | 36.97 | |
Glaxosmithkline Sponsored Adr (GSK) | 0.3 | $244k | NEW | 5.6k | 43.57 | |
Dupont De Nemours (DD) | 0.3 | $243k | NEW | 3.3k | 73.61 | |
Bilibili Spons Ads Rep Z (BILI) | 0.3 | $243k | NEW | 9.5k | 25.58 | |
TJX Companies (TJX) | 0.3 | $242k | -57% | 4.0k | 60.47 | |
Citrix Systems (CTXS) | 0.3 | $242k | NEW | 2.4k | 100.83 | |
Alcoa (AA) | 0.3 | $240k | -60% | 2.7k | 89.99 | |
Aptiv SHS (APTV) | 0.3 | $239k | NEW | 2.0k | 119.56 | |
Vmware Cl A Com (VMW) | 0.3 | $239k | NEW | 2.1k | 113.81 | |
EOG Resources (EOG) | 0.3 | $238k | NEW | 2.0k | 119.00 | |
Simon Property (SPG) | 0.3 | $237k | NEW | 1.8k | 131.67 | |
Newmont Mining Corporation (NEM) | 0.3 | $234k | NEW | 2.9k | 79.38 | |
Costco Wholesale Corporation (COST) | 0.3 | $230k | -80% | 400.00 | 575.00 | |
Mid-America Apartment (MAA) | 0.3 | $230k | NEW | 1.1k | 209.09 | |
Cbre Group Cl A (CBRE) | 0.3 | $229k | NEW | 2.5k | 91.60 | |
Hca Holdings (HCA) | 0.3 | $226k | -81% | 900.00 | 251.11 | |
Activision Blizzard (ATVI) | 0.3 | $224k | NEW | 2.8k | 80.00 | |
Fifth Third Ban (FITB) | 0.3 | $224k | NEW | 5.2k | 43.08 | |
J.B. Hunt Transport Services (JBHT) | 0.3 | $221k | NEW | 1.1k | 200.91 | |
Anaplan (PLAN) | 0.3 | $221k | NEW | 3.4k | 65.00 | |
Hess (HES) | 0.3 | $215k | NEW | 2.0k | 106.91 | |
Marathon Oil Corporation (MRO) | 0.3 | $213k | -45% | 8.5k | 25.13 | |
Hasbro (HAS) | 0.3 | $213k | NEW | 2.6k | 81.92 | |
Advance Auto Parts (AAP) | 0.3 | $212k | NEW | 1.0k | 206.83 | |
UnitedHealth (UNH) | 0.3 | $204k | -87% | 400.00 | 510.00 | |
Zendesk (ZEN) | 0.3 | $204k | NEW | 1.7k | 120.00 | |
Diamondback Energy (FANG) | 0.3 | $203k | NEW | 1.5k | 137.07 | |
Travelers Companies (TRV) | 0.3 | $201k | NEW | 1.1k | 183.06 | |
Gold Fields Sponsored Adr (GFI) | 0.3 | $199k | NEW | 13k | 15.43 | |
Robinhood Mkts Com Cl A (HOOD) | 0.3 | $192k | +73% | 14k | 13.52 | |
New Residential Invt Corp Com New (NRZ) | 0.2 | $160k | NEW | 15k | 10.96 | |
Annaly Capital Management (NLY) | 0.2 | $145k | NEW | 21k | 7.04 | |
Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $65k | NEW | 13k | 5.00 | |
Astra Space Com Cl A (ASTR) | 0.1 | $53k | NEW | 14k | 3.87 |
Past Filings by Enlightenment Research
SEC 13F filings are viewable for Enlightenment Research going back to 2018
- Enlightenment Research 2022 Q1 filed May 13, 2022
- Enlightenment Research 2021 Q3 filed Nov. 15, 2021
- Enlightenment Research 2021 Q2 filed Aug. 16, 2021
- Enlightenment Research 2021 Q1 filed May 12, 2021
- Enlightenment Research 2020 Q4 filed Feb. 12, 2021
- Enlightenment Research 2020 Q3 filed Nov. 12, 2020
- Enlightenment Research 2020 Q2 filed Aug. 6, 2020
- Enlightenment Research 2020 Q1 filed May 8, 2020
- Enlightenment Research 2019 Q4 filed Feb. 11, 2020
- Enlightenment Research 2019 Q3 filed Oct. 16, 2019
- Enlightenment Research 2019 Q2 filed Aug. 5, 2019
- Enlightenment Research 2019 Q1 filed May 3, 2019
- Enlightenment Research 2018 Q4 filed Feb. 6, 2019