Enlightenment Research as of March 31, 2019
Portfolio Holdings for Enlightenment Research
Enlightenment Research holds 94 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 4.6 | $2.4M | 2.0k | 1177.00 | |
| Bank of America Corporation (BAC) | 3.9 | $2.0M | 73k | 27.59 | |
| Celgene Corporation | 3.8 | $1.9M | 20k | 94.36 | |
| Alibaba Group Holding (BABA) | 3.6 | $1.8M | 10k | 182.49 | |
| Alphabet Inc Class C cs (GOOG) | 3.5 | $1.8M | 1.6k | 1173.55 | |
| Apple (AAPL) | 3.4 | $1.8M | 9.3k | 189.90 | |
| Micron Technology (MU) | 3.1 | $1.6M | 39k | 41.33 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.0 | $1.5M | 4.4k | 346.82 | |
| Bristol Myers Squibb (BMY) | 2.4 | $1.2M | 26k | 47.71 | |
| Wal-Mart Stores (WMT) | 2.3 | $1.2M | 12k | 97.50 | |
| Advanced Micro Devices (AMD) | 2.3 | $1.2M | 46k | 25.51 | |
| MasterCard Incorporated (MA) | 2.1 | $1.1M | 4.6k | 235.43 | |
| Netflix (NFLX) | 2.0 | $1.0M | 2.9k | 356.43 | |
| Chevron Corporation (CVX) | 1.8 | $936k | 7.6k | 123.16 | |
| CVS Caremark Corporation (CVS) | 1.7 | $857k | 16k | 53.91 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $848k | 11k | 80.76 | |
| Merck & Co (MRK) | 1.6 | $843k | 10k | 83.16 | |
| Square Inc cl a (SQ) | 1.6 | $839k | 11k | 74.91 | |
| ConocoPhillips (COP) | 1.6 | $808k | 12k | 66.78 | |
| Microsoft Corporation (MSFT) | 1.5 | $790k | 6.7k | 117.91 | |
| Anthem (ELV) | 1.5 | $775k | 2.7k | 287.04 | |
| Metropcs Communications (TMUS) | 1.4 | $746k | 11k | 69.07 | |
| Xilinx | 1.4 | $723k | 5.7k | 126.84 | |
| Cigna Corp (CI) | 1.3 | $675k | 4.2k | 160.71 | |
| Activision Blizzard | 1.2 | $624k | 14k | 45.55 | |
| U.S. Bancorp (USB) | 1.1 | $588k | 12k | 48.20 | |
| Marathon Petroleum Corp (MPC) | 1.1 | $575k | 9.6k | 59.90 | |
| Red Hat | 1.1 | $566k | 3.1k | 182.58 | |
| American Express Company (AXP) | 1.1 | $547k | 5.0k | 109.40 | |
| Berkshire Hathaway (BRK.B) | 1.0 | $522k | 2.6k | 200.77 | |
| Booking Holdings (BKNG) | 1.0 | $523k | 300.00 | 1743.33 | |
| American Electric Power Company (AEP) | 1.0 | $512k | 6.1k | 83.71 | |
| CarMax (KMX) | 0.9 | $489k | 7.0k | 69.86 | |
| Iqiyi (IQ) | 0.9 | $490k | 21k | 23.90 | |
| Accenture (ACN) | 0.9 | $475k | 2.7k | 175.93 | |
| Wayfair (W) | 0.9 | $475k | 3.2k | 148.44 | |
| Nio Inc spon ads (NIO) | 0.9 | $463k | 91k | 5.10 | |
| Nxp Semiconductors N V (NXPI) | 0.8 | $424k | 4.8k | 88.33 | |
| Oracle Corporation (ORCL) | 0.8 | $414k | 7.7k | 53.77 | |
| Monster Beverage Corp (MNST) | 0.8 | $404k | 7.4k | 54.59 | |
| Abiomed | 0.8 | $400k | 1.4k | 285.71 | |
| Five Below (FIVE) | 0.8 | $385k | 3.1k | 124.19 | |
| American Water Works (AWK) | 0.7 | $375k | 3.6k | 104.17 | |
| Occidental Petroleum Corporation (OXY) | 0.7 | $371k | 5.6k | 66.27 | |
| Mongodb Inc. Class A (MDB) | 0.7 | $368k | 2.5k | 147.20 | |
| Ultimate Software | 0.7 | $363k | 1.1k | 330.00 | |
| Procter & Gamble Company (PG) | 0.7 | $355k | 3.4k | 103.95 | |
| Realty Income (O) | 0.7 | $353k | 4.8k | 73.54 | |
| Lam Research Corporation (LRCX) | 0.7 | $340k | 1.9k | 178.95 | |
| Dex (DXCM) | 0.7 | $333k | 2.8k | 118.93 | |
| Twilio Inc cl a (TWLO) | 0.7 | $336k | 2.6k | 129.23 | |
| Lennar Corporation (LEN) | 0.6 | $319k | 6.5k | 49.08 | |
| Mellanox Technologies | 0.6 | $308k | 2.6k | 118.46 | |
| General Electric Company | 0.6 | $300k | 30k | 10.00 | |
| Northrop Grumman Corporation (NOC) | 0.6 | $297k | 1.1k | 270.00 | |
| Bank of New York Mellon Corporation (BK) | 0.6 | $287k | 5.7k | 50.35 | |
| ON Semiconductor (ON) | 0.6 | $288k | 14k | 20.57 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $276k | 1.5k | 184.00 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $276k | 2.6k | 106.15 | |
| Edison International (EIX) | 0.5 | $272k | 4.4k | 61.82 | |
| Johnson & Johnson (JNJ) | 0.5 | $266k | 1.9k | 139.85 | |
| Interpublic Group of Companies (IPG) | 0.5 | $269k | 13k | 21.02 | |
| Humana (HUM) | 0.5 | $265k | 997.00 | 265.80 | |
| Corning Incorporated (GLW) | 0.5 | $258k | 7.8k | 33.08 | |
| Xcel Energy (XEL) | 0.5 | $259k | 4.6k | 56.30 | |
| Applied Materials (AMAT) | 0.5 | $258k | 6.5k | 39.69 | |
| Jd (JD) | 0.5 | $256k | 8.5k | 30.12 | |
| Analog Devices (ADI) | 0.5 | $253k | 2.4k | 105.42 | |
| TAL Education (TAL) | 0.5 | $253k | 7.0k | 36.14 | |
| Te Connectivity Ltd for (TEL) | 0.5 | $250k | 3.1k | 80.65 | |
| Wec Energy Group (WEC) | 0.5 | $253k | 3.2k | 79.06 | |
| Kohl's Corporation (KSS) | 0.5 | $248k | 3.6k | 68.89 | |
| Cronos Group (CRON) | 0.5 | $247k | 13k | 18.43 | |
| Expedia (EXPE) | 0.5 | $238k | 2.0k | 119.00 | |
| Hess (HES) | 0.5 | $229k | 3.8k | 60.26 | |
| Ball Corporation (BALL) | 0.4 | $226k | 3.9k | 57.92 | |
| Stryker Corporation (SYK) | 0.4 | $217k | 1.1k | 197.27 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $213k | 800.00 | 266.25 | |
| Microchip Technology (MCHP) | 0.4 | $207k | 2.5k | 82.80 | |
| Best Buy (BBY) | 0.4 | $206k | 2.9k | 71.03 | |
| Zimmer Holdings (ZBH) | 0.4 | $204k | 1.6k | 127.50 | |
| Sarepta Therapeutics (SRPT) | 0.4 | $207k | 1.7k | 119.38 | |
| Hilton Worldwide Holdings (HLT) | 0.4 | $208k | 2.5k | 83.20 | |
| Republic Services (RSG) | 0.4 | $201k | 2.5k | 80.40 | |
| EOG Resources (EOG) | 0.4 | $200k | 2.1k | 95.06 | |
| Barrick Gold Corp (GOLD) | 0.4 | $192k | 14k | 13.71 | |
| Hewlett Packard Enterprise (HPE) | 0.4 | $184k | 12k | 15.46 | |
| Vodafone Group New Adr F (VOD) | 0.3 | $182k | 10k | 18.20 | |
| Sirius Xm Holdings (SIRI) | 0.3 | $171k | 30k | 5.68 | |
| Banco Itau Holding Financeira (ITUB) | 0.3 | $160k | 18k | 8.79 | |
| Aurora Cannabis Inc snc | 0.3 | $151k | 17k | 9.04 | |
| AngloGold Ashanti | 0.3 | $139k | 11k | 13.11 | |
| Caesars Entertainment | 0.2 | $125k | 14k | 8.68 | |
| Zynga | 0.2 | $109k | 20k | 5.34 |
