Enlightenment Research as of Sept. 30, 2021
Portfolio Holdings for Enlightenment Research
Enlightenment Research holds 129 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 3.1 | $2.6M | 107k | 24.04 | |
| Netflix (NFLX) | 2.9 | $2.4M | 3.9k | 610.26 | |
| Morgan Stanley Com New (MS) | 2.6 | $2.1M | 22k | 97.30 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.5 | $2.0M | 6.3k | 319.84 | |
| Square Cl A (SQ) | 2.3 | $1.9M | 8.0k | 239.88 | |
| salesforce (CRM) | 2.1 | $1.7M | 6.2k | 271.29 | |
| Adobe Systems Incorporated (ADBE) | 1.9 | $1.6M | 2.7k | 575.72 | |
| Booking Holdings (BKNG) | 1.9 | $1.5M | 650.00 | 2373.85 | |
| Goldman Sachs (GS) | 1.9 | $1.5M | 4.1k | 378.03 | |
| NVIDIA Corporation (NVDA) | 1.9 | $1.5M | 7.4k | 207.16 | |
| Cisco Systems (CSCO) | 1.8 | $1.5M | 28k | 54.44 | |
| Union Pacific Corporation (UNP) | 1.8 | $1.5M | 7.6k | 196.05 | |
| Moderna (MRNA) | 1.8 | $1.5M | 3.8k | 384.98 | |
| Citigroup Com New (C) | 1.7 | $1.4M | 20k | 70.16 | |
| Analog Devices (ADI) | 1.6 | $1.3M | 7.9k | 167.47 | |
| Eli Lilly & Co. (LLY) | 1.6 | $1.3M | 5.7k | 231.05 | |
| UnitedHealth (UNH) | 1.5 | $1.3M | 3.2k | 390.62 | |
| Hca Holdings (HCA) | 1.5 | $1.2M | 4.9k | 242.81 | |
| Fiserv (FI) | 1.4 | $1.1M | 10k | 108.46 | |
| Visa Com Cl A (V) | 1.3 | $1.0M | 4.6k | 222.75 | |
| Crocs (CROX) | 1.2 | $1.0M | 7.1k | 143.52 | |
| Blackstone Group Inc Com Cl A (BX) | 1.2 | $1.0M | 8.6k | 116.40 | |
| Freeport-mcmoran CL B (FCX) | 1.2 | $982k | 30k | 32.52 | |
| Texas Instruments Incorporated (TXN) | 1.2 | $944k | 4.9k | 192.30 | |
| Costco Wholesale Corporation (COST) | 1.2 | $944k | 2.1k | 449.52 | |
| Linde SHS | 1.1 | $909k | 3.1k | 293.23 | |
| American Express Company (AXP) | 1.1 | $905k | 5.4k | 167.59 | |
| Workday Cl A (WDAY) | 1.1 | $900k | 3.6k | 250.00 | |
| Biontech Se Sponsored Ads (BNTX) | 1.1 | $874k | 3.2k | 273.12 | |
| Dick's Sporting Goods (DKS) | 1.0 | $858k | 7.2k | 119.75 | |
| Capital One Financial (COF) | 1.0 | $858k | 5.3k | 161.89 | |
| Lucid Group (LCID) | 1.0 | $827k | 33k | 25.37 | |
| Snowflake Cl A (SNOW) | 1.0 | $817k | 2.7k | 302.59 | |
| Walt Disney Company (DIS) | 1.0 | $812k | 4.8k | 169.17 | |
| Lennar Corp Cl A (LEN) | 1.0 | $792k | 8.5k | 93.73 | |
| Tesla Motors (TSLA) | 0.9 | $737k | 950.00 | 775.79 | |
| Coinbase Global Com Cl A (COIN) | 0.9 | $727k | 3.2k | 227.61 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $726k | 6.5k | 111.69 | |
| Eaton Corp SHS (ETN) | 0.9 | $717k | 4.8k | 149.38 | |
| Boeing Company (BA) | 0.9 | $704k | 3.2k | 220.00 | |
| Abbott Laboratories (ABT) | 0.8 | $685k | 5.8k | 118.10 | |
| Regeneron Pharmaceuticals (REGN) | 0.8 | $666k | 1.1k | 605.45 | |
| American Tower Reit (AMT) | 0.8 | $664k | 2.5k | 265.60 | |
| Johnson Ctls Intl SHS (JCI) | 0.8 | $640k | 9.4k | 68.09 | |
| TJX Companies (TJX) | 0.8 | $627k | 9.5k | 66.00 | |
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.7 | $598k | 6.2k | 96.45 | |
| Qualcomm (QCOM) | 0.7 | $593k | 4.6k | 128.91 | |
| Darden Restaurants (DRI) | 0.7 | $591k | 3.9k | 151.54 | |
| Trane Technologies SHS (TT) | 0.7 | $587k | 3.4k | 172.65 | |
| 0.7 | $586k | 9.7k | 60.41 | ||
| Best Buy (BBY) | 0.7 | $581k | 5.5k | 105.64 | |
| Bath & Body Works In (BBWI) | 0.7 | $574k | 9.1k | 63.08 | |
| Lululemon Athletica (LULU) | 0.7 | $567k | 1.4k | 405.00 | |
| Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.7 | $557k | 22k | 25.32 | |
| Crown Castle Intl (CCI) | 0.7 | $555k | 3.2k | 173.44 | |
| At&t (T) | 0.7 | $551k | 20k | 27.01 | |
| Chipotle Mexican Grill (CMG) | 0.7 | $545k | 300.00 | 1816.67 | |
| American Intl Group Com New (AIG) | 0.6 | $521k | 9.5k | 54.84 | |
| Becton, Dickinson and (BDX) | 0.6 | $516k | 2.1k | 245.71 | |
| Procter & Gamble Company (PG) | 0.6 | $505k | 3.6k | 139.85 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $488k | 6.7k | 72.84 | |
| Peloton Interactive Cl A Com (PTON) | 0.6 | $479k | 5.5k | 87.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $475k | 1.7k | 273.15 | |
| Discover Financial Services (DFS) | 0.6 | $467k | 3.8k | 122.89 | |
| Dow (DOW) | 0.6 | $460k | 8.0k | 57.50 | |
| Draftkings Com Cl A | 0.5 | $448k | 9.3k | 48.17 | |
| Wayfair Cl A (W) | 0.5 | $435k | 1.7k | 255.73 | |
| Paypal Holdings (PYPL) | 0.5 | $429k | 1.7k | 260.00 | |
| D.R. Horton (DHI) | 0.5 | $420k | 5.0k | 84.00 | |
| Carrier Global Corporation (CARR) | 0.5 | $419k | 8.1k | 51.73 | |
| Teladoc (TDOC) | 0.5 | $418k | 3.3k | 126.67 | |
| Caterpillar (CAT) | 0.5 | $403k | 2.1k | 191.90 | |
| Honeywell International (HON) | 0.5 | $403k | 1.9k | 212.11 | |
| Amphenol Corp Cl A (APH) | 0.5 | $381k | 5.2k | 73.27 | |
| Mongodb Cl A (MDB) | 0.5 | $377k | 800.00 | 471.25 | |
| Doordash Cl A (DASH) | 0.5 | $371k | 1.8k | 206.11 | |
| Pfizer (PFE) | 0.5 | $370k | 8.6k | 43.02 | |
| Trimble Navigation (TRMB) | 0.5 | $370k | 4.5k | 82.22 | |
| Kla Corp Com New (KLAC) | 0.4 | $368k | 1.1k | 334.55 | |
| Medtronic SHS (MDT) | 0.4 | $364k | 2.9k | 125.52 | |
| Gilead Sciences (GILD) | 0.4 | $363k | 5.2k | 69.81 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $360k | 1.2k | 300.00 | |
| Nio Spon Ads (NIO) | 0.4 | $356k | 10k | 35.60 | |
| Paychex (PAYX) | 0.4 | $349k | 3.1k | 112.58 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.4 | $345k | 8.2k | 42.07 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $343k | 600.00 | 571.67 | |
| Cintas Corporation (CTAS) | 0.4 | $343k | 900.00 | 381.11 | |
| Ford Motor Company (F) | 0.4 | $341k | 24k | 14.15 | |
| Domino's Pizza (DPZ) | 0.4 | $334k | 700.00 | 477.14 | |
| Kinder Morgan (KMI) | 0.4 | $333k | 20k | 16.73 | |
| Etsy (ETSY) | 0.4 | $333k | 1.6k | 208.12 | |
| Alcoa (AA) | 0.4 | $331k | 6.8k | 48.92 | |
| Epam Systems (EPAM) | 0.4 | $323k | 567.00 | 569.66 | |
| Fortive (FTV) | 0.4 | $318k | 4.5k | 70.67 | |
| Equinix (EQIX) | 0.4 | $316k | 400.00 | 790.00 | |
| Te Connectivity Reg Shs (TEL) | 0.4 | $316k | 2.3k | 137.39 | |
| Bristol Myers Squibb (BMY) | 0.4 | $314k | 5.3k | 59.25 | |
| Quantumscape Corp Com Cl A (QS) | 0.4 | $314k | 13k | 24.53 | |
| Teradyne (TER) | 0.4 | $295k | 2.7k | 109.26 | |
| Pinduoduo Sponsored Ads (PDD) | 0.3 | $281k | 3.1k | 90.65 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $268k | 4.6k | 58.26 | |
| Corning Incorporated (GLW) | 0.3 | $259k | 7.1k | 36.48 | |
| Old Dominion Freight Line (ODFL) | 0.3 | $257k | 900.00 | 285.56 | |
| Sirius Xm Holdings (SIRI) | 0.3 | $255k | 42k | 6.10 | |
| United Parcel Service CL B (UPS) | 0.3 | $255k | 1.4k | 182.14 | |
| Bank of America Corporation (BAC) | 0.3 | $255k | 6.0k | 42.50 | |
| Unity Software (U) | 0.3 | $253k | 2.0k | 126.50 | |
| Illumina (ILMN) | 0.3 | $243k | 600.00 | 405.00 | |
| Bill Com Holdings Ord (BILL) | 0.3 | $240k | 900.00 | 266.67 | |
| Oracle Corporation (ORCL) | 0.3 | $235k | 2.7k | 87.04 | |
| Yeti Hldgs (YETI) | 0.3 | $231k | 2.7k | 85.56 | |
| State Street Corporation (STT) | 0.3 | $229k | 2.7k | 84.81 | |
| Sonos (SONO) | 0.3 | $227k | 7.0k | 32.43 | |
| Johnson & Johnson (JNJ) | 0.3 | $226k | 1.4k | 161.43 | |
| Walgreen Boots Alliance (WBA) | 0.3 | $226k | 4.8k | 47.08 | |
| Dollar Tree (DLTR) | 0.3 | $218k | 2.3k | 95.57 | |
| Editas Medicine (EDIT) | 0.3 | $214k | 5.2k | 41.15 | |
| Marathon Oil Corporation (MRO) | 0.3 | $212k | 16k | 13.68 | |
| 3M Company (MMM) | 0.3 | $211k | 1.2k | 175.39 | |
| Ecolab (ECL) | 0.3 | $209k | 1.0k | 209.00 | |
| Docusign (DOCU) | 0.3 | $206k | 800.00 | 257.50 | |
| PPL Corporation (PPL) | 0.3 | $206k | 7.4k | 27.84 | |
| Tapestry (TPR) | 0.2 | $204k | 5.5k | 37.09 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.2 | $200k | 2.2k | 90.91 | |
| Nokia Corp Sponsored Adr (NOK) | 0.2 | $199k | 37k | 5.45 | |
| Blackberry (BB) | 0.2 | $191k | 20k | 9.74 | |
| Sofi Technologies (SOFI) | 0.2 | $159k | 10k | 15.90 | |
| Bit Digital SHS (BTBT) | 0.2 | $129k | 18k | 7.21 | |
| Fuelcell Energy (FCEL) | 0.1 | $90k | 13k | 6.72 |
