Enlightenment Research as of June 30, 2021
Portfolio Holdings for Enlightenment Research
Enlightenment Research holds 125 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 6.5 | $5.1M | 15k | 347.69 | |
| NVIDIA Corporation (NVDA) | 5.1 | $4.0M | 5.1k | 800.20 | |
| Boeing Company (BA) | 4.2 | $3.3M | 14k | 239.54 | |
| Nike CL B (NKE) | 2.8 | $2.2M | 14k | 154.50 | |
| Tesla Motors (TSLA) | 2.6 | $2.0M | 3.0k | 679.67 | |
| Plug Power Com New (PLUG) | 2.5 | $2.0M | 58k | 34.20 | |
| Sea Sponsord Ads (SE) | 2.3 | $1.8M | 6.7k | 274.63 | |
| Palantir Technologies Cl A (PLTR) | 2.2 | $1.8M | 67k | 26.36 | |
| Pinduoduo Sponsored Ads (PDD) | 2.2 | $1.7M | 14k | 127.04 | |
| Caterpillar (CAT) | 2.1 | $1.7M | 7.7k | 217.66 | |
| Eli Lilly & Co. (LLY) | 1.8 | $1.4M | 6.3k | 229.55 | |
| Upstart Hldgs (UPST) | 1.8 | $1.4M | 11k | 124.91 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $1.3M | 5.2k | 251.30 | |
| Verizon Communications (VZ) | 1.6 | $1.3M | 23k | 56.04 | |
| Intel Corporation (INTC) | 1.4 | $1.1M | 20k | 56.15 | |
| Shopify Cl A (SHOP) | 1.4 | $1.1M | 750.00 | 1461.33 | |
| Snowflake Cl A (SNOW) | 1.4 | $1.1M | 4.4k | 241.82 | |
| Hldgs (UAL) | 1.3 | $1.1M | 20k | 52.27 | |
| Dell Technologies CL C (DELL) | 1.3 | $1.0M | 10k | 99.71 | |
| Citigroup Com New (C) | 1.3 | $1.0M | 14k | 70.77 | |
| CSX Corporation (CSX) | 1.2 | $962k | 30k | 32.07 | |
| Blackstone Group Inc Com Cl A (BX) | 1.2 | $940k | 9.7k | 97.13 | |
| Cigna Corp (CI) | 1.2 | $925k | 3.9k | 237.18 | |
| Procter & Gamble Company (PG) | 1.2 | $904k | 6.7k | 134.93 | |
| Prologis (PLD) | 1.1 | $885k | 7.4k | 119.59 | |
| Philip Morris International (PM) | 1.1 | $842k | 8.5k | 99.06 | |
| Freeport-mcmoran CL B (FCX) | 1.0 | $805k | 22k | 37.09 | |
| Capital One Financial (COF) | 1.0 | $787k | 5.1k | 154.68 | |
| Visa Com Cl A (V) | 1.0 | $772k | 3.3k | 233.94 | |
| salesforce (CRM) | 1.0 | $757k | 3.1k | 244.19 | |
| Alcoa (AA) | 0.9 | $711k | 19k | 36.84 | |
| Roblox Corp Cl A (RBLX) | 0.9 | $684k | 7.6k | 90.00 | |
| Applied Materials (AMAT) | 0.9 | $684k | 4.8k | 142.44 | |
| Simon Property (SPG) | 0.8 | $665k | 5.1k | 130.39 | |
| Wal-Mart Stores (WMT) | 0.8 | $663k | 4.7k | 141.06 | |
| Nextera Energy (NEE) | 0.8 | $660k | 9.0k | 73.33 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $644k | 1.1k | 585.45 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $620k | 254.00 | 2440.94 | |
| At&t (T) | 0.8 | $604k | 21k | 28.76 | |
| United Parcel Service CL B (UPS) | 0.7 | $582k | 2.8k | 207.86 | |
| Snap Cl A (SNAP) | 0.7 | $559k | 8.2k | 68.17 | |
| Rh (RH) | 0.7 | $557k | 820.00 | 679.27 | |
| Booking Holdings (BKNG) | 0.7 | $545k | 249.00 | 2188.76 | |
| Realty Income (O) | 0.7 | $541k | 8.1k | 66.79 | |
| Jd.com Spon Adr Cl A (JD) | 0.7 | $535k | 6.7k | 79.85 | |
| McDonald's Corporation (MCD) | 0.7 | $531k | 2.3k | 230.87 | |
| Chewy Cl A (CHWY) | 0.6 | $470k | 5.9k | 79.66 | |
| Square Cl A (SQ) | 0.6 | $463k | 1.9k | 243.56 | |
| Atossa Genetics (ATOS) | 0.6 | $462k | 73k | 6.32 | |
| Wynn Resorts (WYNN) | 0.6 | $453k | 3.7k | 122.33 | |
| United Rentals (URI) | 0.6 | $447k | 1.4k | 319.29 | |
| Yum! Brands (YUM) | 0.5 | $426k | 3.7k | 115.14 | |
| Norfolk Southern (NSC) | 0.5 | $425k | 1.6k | 265.62 | |
| Abbvie (ABBV) | 0.5 | $417k | 3.7k | 112.70 | |
| International Business Machines (IBM) | 0.5 | $410k | 2.8k | 146.74 | |
| Southwest Airlines (LUV) | 0.5 | $409k | 7.7k | 53.12 | |
| Paypal Holdings (PYPL) | 0.5 | $408k | 1.4k | 291.43 | |
| ConocoPhillips (COP) | 0.5 | $396k | 6.5k | 60.91 | |
| General Dynamics Corporation (GD) | 0.5 | $395k | 2.1k | 188.10 | |
| CarMax (KMX) | 0.5 | $390k | 3.0k | 129.18 | |
| Archer Daniels Midland Company (ADM) | 0.5 | $388k | 6.4k | 60.62 | |
| Aon Shs Cl A (AON) | 0.5 | $382k | 1.6k | 238.75 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $380k | 1.1k | 345.45 | |
| Vale S A Sponsored Ads (VALE) | 0.5 | $378k | 17k | 22.79 | |
| Hologic (HOLX) | 0.5 | $371k | 5.6k | 66.77 | |
| Wells Fargo & Company (WFC) | 0.5 | $367k | 8.1k | 45.31 | |
| Vulcan Materials Company (VMC) | 0.5 | $366k | 2.1k | 174.29 | |
| Microchip Technology (MCHP) | 0.5 | $359k | 2.4k | 149.58 | |
| Kroger (KR) | 0.5 | $356k | 9.3k | 38.28 | |
| Marriott Intl Cl A (MAR) | 0.4 | $345k | 2.5k | 136.58 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $345k | 500.00 | 690.00 | |
| Contextlogic Com Cl A | 0.4 | $339k | 26k | 13.18 | |
| Target Corporation (TGT) | 0.4 | $338k | 1.4k | 241.43 | |
| Altria (MO) | 0.4 | $329k | 6.9k | 47.68 | |
| C3 Ai Cl A (AI) | 0.4 | $325k | 5.2k | 62.50 | |
| Equity Residential Sh Ben Int (EQR) | 0.4 | $323k | 4.2k | 76.90 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $322k | 350.00 | 920.00 | |
| Quantumscape Corp Com Cl A (QS) | 0.4 | $322k | 11k | 29.27 | |
| Bed Bath & Beyond | 0.4 | $320k | 9.6k | 33.33 | |
| Starbucks Corporation (SBUX) | 0.4 | $313k | 2.8k | 111.75 | |
| Biogen Idec (BIIB) | 0.4 | $312k | 900.00 | 346.67 | |
| Baidu Spon Adr Rep A (BIDU) | 0.4 | $306k | 1.5k | 204.00 | |
| CoStar (CSGP) | 0.4 | $306k | 3.7k | 82.70 | |
| Zimmer Holdings (ZBH) | 0.4 | $306k | 1.9k | 161.05 | |
| 10x Genomics Cl A Com (TXG) | 0.4 | $294k | 1.5k | 196.00 | |
| Illinois Tool Works (ITW) | 0.4 | $291k | 1.3k | 223.85 | |
| Pfizer (PFE) | 0.4 | $290k | 7.4k | 39.19 | |
| Hilton Worldwide Holdings (HLT) | 0.4 | $289k | 2.4k | 120.67 | |
| PPG Industries (PPG) | 0.4 | $289k | 1.7k | 170.00 | |
| Avery Dennison Corporation (AVY) | 0.3 | $273k | 1.3k | 210.00 | |
| Sherwin-Williams Company (SHW) | 0.3 | $272k | 1.0k | 272.00 | |
| Ally Financial (ALLY) | 0.3 | $262k | 5.3k | 49.90 | |
| Cleveland-cliffs (CLF) | 0.3 | $261k | 12k | 21.57 | |
| Pioneer Natural Resources (PXD) | 0.3 | $260k | 1.6k | 162.50 | |
| Bunge | 0.3 | $258k | 3.3k | 78.18 | |
| Lululemon Athletica (LULU) | 0.3 | $255k | 700.00 | 364.29 | |
| D.R. Horton (DHI) | 0.3 | $253k | 2.8k | 90.36 | |
| Ford Motor Company (F) | 0.3 | $248k | 17k | 14.85 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $246k | 3.9k | 63.08 | |
| Align Technology (ALGN) | 0.3 | $244k | 400.00 | 610.00 | |
| Danaher Corporation (DHR) | 0.3 | $242k | 900.00 | 268.89 | |
| Sirius Xm Holdings (SIRI) | 0.3 | $241k | 37k | 6.55 | |
| Marathon Digital Holdings In (MARA) | 0.3 | $239k | 7.6k | 31.38 | |
| Nortonlifelock (GEN) | 0.3 | $231k | 8.5k | 27.18 | |
| Molson Coors Beverage CL B (TAP) | 0.3 | $231k | 4.3k | 53.72 | |
| Macy's (M) | 0.3 | $229k | 12k | 18.93 | |
| Cisco Systems (CSCO) | 0.3 | $228k | 4.3k | 53.02 | |
| Ecolab (ECL) | 0.3 | $223k | 1.1k | 205.72 | |
| Take-Two Interactive Software (TTWO) | 0.3 | $212k | 1.2k | 176.67 | |
| Dow (DOW) | 0.3 | $210k | 3.3k | 63.35 | |
| Entegris (ENTG) | 0.3 | $209k | 1.7k | 122.94 | |
| AvalonBay Communities (AVB) | 0.3 | $209k | 1.0k | 209.00 | |
| Acuity Brands (AYI) | 0.3 | $206k | 1.1k | 187.27 | |
| Atlassian Corp Cl A | 0.3 | $205k | 800.00 | 256.25 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $186k | 15k | 12.24 | |
| Zynga Cl A | 0.2 | $139k | 13k | 10.61 | |
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.2 | $127k | 15k | 8.47 | |
| Clean Energy Fuels (CLNE) | 0.2 | $127k | 13k | 10.16 | |
| Nokia Corp Sponsored Adr (NOK) | 0.2 | $127k | 24k | 5.31 | |
| Ocugen (OCGN) | 0.2 | $120k | 15k | 8.05 | |
| Hecla Mining Company (HL) | 0.1 | $107k | 14k | 7.43 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.1 | $98k | 19k | 5.10 | |
| Gevo Com Par (GEVO) | 0.1 | $73k | 10k | 7.30 | |
| Yamana Gold | 0.1 | $48k | 11k | 4.21 | |
| Ideanomics | 0.0 | $33k | 12k | 2.87 |
