Enlightenment Research as of June 30, 2020
Portfolio Holdings for Enlightenment Research
Enlightenment Research holds 76 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.8 | $4.1M | 11k | 364.78 | |
| Shopify Cl A (SHOP) | 5.4 | $2.3M | 2.4k | 949.17 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.3 | $2.2M | 10k | 215.71 | |
| Zoom Video Communications In Cl A (ZM) | 4.8 | $2.0M | 7.9k | 253.54 | |
| NVIDIA Corporation (NVDA) | 4.4 | $1.9M | 4.9k | 380.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $1.5M | 1.1k | 1418.10 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $1.4M | 995.00 | 1414.07 | |
| Micron Technology (MU) | 3.0 | $1.3M | 25k | 51.53 | |
| Advanced Micro Devices (AMD) | 2.3 | $984k | 19k | 52.62 | |
| Dex (DXCM) | 2.1 | $892k | 2.2k | 405.45 | |
| Johnson & Johnson (JNJ) | 2.0 | $830k | 5.9k | 140.68 | |
| Xilinx | 1.9 | $817k | 8.3k | 98.43 | |
| Draftkings Com Cl A | 1.8 | $772k | 23k | 33.28 | |
| Morgan Stanley Com New (MS) | 1.8 | $744k | 15k | 48.31 | |
| Datadog Cl A Com (DDOG) | 1.8 | $739k | 8.5k | 86.94 | |
| Ecolab (ECL) | 1.8 | $736k | 3.7k | 198.92 | |
| Square Cl A (XYZ) | 1.8 | $735k | 7.0k | 105.00 | |
| Procter & Gamble Company (PG) | 1.7 | $732k | 6.1k | 119.65 | |
| Wells Fargo & Company (WFC) | 1.7 | $724k | 28k | 25.58 | |
| Paypal Holdings (PYPL) | 1.5 | $627k | 3.6k | 174.17 | |
| Raytheon Technologies Corp (RTX) | 1.4 | $592k | 9.6k | 61.67 | |
| Coca-Cola Company (KO) | 1.4 | $576k | 13k | 44.65 | |
| Union Pacific Corporation (UNP) | 1.3 | $558k | 3.3k | 169.09 | |
| Chevron Corporation (CVX) | 1.3 | $545k | 6.1k | 89.26 | |
| Netflix (NFLX) | 1.2 | $501k | 1.1k | 455.45 | |
| TJX Companies (TJX) | 1.1 | $455k | 9.0k | 50.56 | |
| Cme (CME) | 1.1 | $455k | 2.8k | 162.50 | |
| 1.1 | $447k | 15k | 29.80 | ||
| Snap Cl A (SNAP) | 1.0 | $416k | 18k | 23.50 | |
| L3harris Technologies (LHX) | 1.0 | $407k | 2.4k | 169.58 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $401k | 1.1k | 364.55 | |
| Digital Realty Trust (DLR) | 0.9 | $384k | 2.7k | 142.22 | |
| Pinterest Cl A (PINS) | 0.9 | $381k | 17k | 22.15 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $365k | 1.7k | 214.71 | |
| Dominion Resources (D) | 0.9 | $365k | 4.5k | 81.11 | |
| Metropcs Communications (TMUS) | 0.8 | $354k | 3.4k | 104.12 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $348k | 800.00 | 435.00 | |
| American Tower Reit (AMT) | 0.8 | $336k | 1.3k | 258.46 | |
| Kraft Heinz (KHC) | 0.8 | $328k | 10k | 31.84 | |
| Novartis Sponsored Adr (NVS) | 0.7 | $314k | 3.6k | 87.22 | |
| Lululemon Athletica (LULU) | 0.7 | $312k | 1.0k | 312.00 | |
| Aon Shs Cl A (AON) | 0.7 | $308k | 1.6k | 192.62 | |
| Cloudflare Cl A Com (NET) | 0.7 | $298k | 8.3k | 35.90 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $281k | 2.8k | 100.36 | |
| Duke Energy Corp Com New (DUK) | 0.7 | $280k | 3.5k | 80.00 | |
| Intercontinental Exchange (ICE) | 0.7 | $275k | 3.0k | 91.67 | |
| Cerner Corporation | 0.7 | $274k | 4.0k | 68.50 | |
| Philip Morris International (PM) | 0.7 | $273k | 3.9k | 70.00 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $259k | 5.8k | 44.66 | |
| Starbucks Corporation (SBUX) | 0.6 | $250k | 3.4k | 73.53 | |
| Chewy Cl A (CHWY) | 0.6 | $242k | 5.4k | 44.78 | |
| Travelers Companies (TRV) | 0.6 | $240k | 2.1k | 114.29 | |
| Burlington Stores (BURL) | 0.6 | $236k | 1.2k | 196.67 | |
| Sempra Energy (SRE) | 0.6 | $234k | 2.0k | 117.00 | |
| Merck & Co (MRK) | 0.6 | $232k | 3.0k | 77.33 | |
| Qualcomm (QCOM) | 0.5 | $228k | 2.5k | 91.20 | |
| Alexandria Real Estate Equities (ARE) | 0.5 | $227k | 1.4k | 162.14 | |
| Uber Technologies (UBER) | 0.5 | $224k | 7.2k | 31.11 | |
| Dropbox Cl A (DBX) | 0.5 | $220k | 10k | 21.78 | |
| Eldorado Resorts | 0.5 | $216k | 5.4k | 40.00 | |
| Keysight Technologies (KEYS) | 0.5 | $212k | 2.1k | 100.95 | |
| Yum China Holdings (YUMC) | 0.5 | $212k | 4.4k | 48.18 | |
| Target Corporation (TGT) | 0.5 | $204k | 1.7k | 120.00 | |
| McDonald's Corporation (MCD) | 0.5 | $203k | 1.1k | 184.55 | |
| Exelon Corporation (EXC) | 0.5 | $203k | 5.6k | 36.25 | |
| Honeywell International (HON) | 0.5 | $202k | 1.4k | 144.29 | |
| Capital One Financial (COF) | 0.5 | $200k | 3.2k | 62.50 | |
| MarketAxess Holdings (MKTX) | 0.5 | $200k | 400.00 | 500.00 | |
| PG&E Corporation (PCG) | 0.5 | $193k | 22k | 8.85 | |
| Amcor Ord (AMCR) | 0.3 | $121k | 12k | 10.17 | |
| Ericsson Adr B Sek 10 (ERIC) | 0.3 | $105k | 11k | 9.29 | |
| Range Resources (RRC) | 0.2 | $78k | 14k | 5.65 | |
| Sirius Xm Holdings | 0.2 | $77k | 13k | 5.83 | |
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $48k | 11k | 4.44 | |
| Southwestern Energy Company | 0.1 | $42k | 17k | 2.55 | |
| Antero Res (AR) | 0.1 | $41k | 16k | 2.56 |
