Enlightenment Research as of Dec. 31, 2021
Portfolio Holdings for Enlightenment Research
Enlightenment Research holds 121 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.3 | $4.4M | 13k | 336.29 | |
| Costco Wholesale Corporation (COST) | 4.0 | $2.8M | 5.0k | 567.80 | |
| Tesla Motors (TSLA) | 3.8 | $2.7M | 2.6k | 1056.86 | |
| Micron Technology (MU) | 3.2 | $2.2M | 24k | 93.15 | |
| Netflix (NFLX) | 3.1 | $2.2M | 3.6k | 602.50 | |
| Oracle Corporation (ORCL) | 2.6 | $1.8M | 21k | 87.20 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.4 | $1.7M | 14k | 118.78 | |
| Verizon Communications (VZ) | 2.4 | $1.7M | 32k | 51.96 | |
| Shopify Cl A (SHOP) | 2.2 | $1.5M | 1.1k | 1377.27 | |
| Nio Spon Ads (NIO) | 2.1 | $1.5M | 47k | 31.69 | |
| Citigroup Com New (C) | 2.0 | $1.4M | 23k | 60.38 | |
| Nike CL B (NKE) | 1.9 | $1.4M | 8.2k | 166.71 | |
| Cerner Corporation | 1.9 | $1.3M | 14k | 92.87 | |
| Exxon Mobil Corporation (XOM) | 1.7 | $1.2M | 19k | 61.20 | |
| Blackstone Group Inc Com Cl A (BX) | 1.4 | $996k | 7.7k | 129.35 | |
| Advanced Micro Devices (AMD) | 1.4 | $993k | 6.9k | 143.91 | |
| Booking Holdings (BKNG) | 1.4 | $960k | 400.00 | 2400.00 | |
| Metropcs Communications (TMUS) | 1.4 | $951k | 8.2k | 115.98 | |
| Baidu Spon Adr Rep A (BIDU) | 1.2 | $878k | 5.9k | 148.81 | |
| Intel Corporation (INTC) | 1.2 | $870k | 17k | 51.48 | |
| Deere & Company (DE) | 1.2 | $857k | 2.5k | 342.80 | |
| Novavax Com New (NVAX) | 1.2 | $815k | 5.7k | 142.98 | |
| McDonald's Corporation (MCD) | 1.1 | $777k | 2.9k | 267.93 | |
| Lowe's Companies (LOW) | 1.1 | $775k | 3.0k | 258.33 | |
| Bath & Body Works In (BBWI) | 1.1 | $751k | 40k | 19.01 | |
| Broadcom (AVGO) | 1.0 | $732k | 1.1k | 665.45 | |
| Charles Schwab Corporation (SCHW) | 1.0 | $723k | 8.6k | 84.07 | |
| Lululemon Athletica (LULU) | 1.0 | $705k | 1.8k | 391.67 | |
| Texas Instruments Incorporated (TXN) | 1.0 | $678k | 3.6k | 188.33 | |
| Qualcomm (QCOM) | 1.0 | $677k | 3.7k | 182.97 | |
| Hubspot (HUBS) | 0.9 | $659k | 1.0k | 659.00 | |
| Sea Sponsord Ads (SE) | 0.9 | $649k | 2.9k | 223.79 | |
| Lucid Group | 0.9 | $648k | 17k | 38.05 | |
| Merck & Co (MRK) | 0.9 | $636k | 8.3k | 76.63 | |
| Jd.com Spon Adr Cl A (JD) | 0.9 | $610k | 8.7k | 70.11 | |
| Gilead Sciences (GILD) | 0.8 | $581k | 8.0k | 72.62 | |
| Cyrusone | 0.8 | $574k | 6.4k | 89.69 | |
| General Electric Com New (GE) | 0.8 | $538k | 5.7k | 94.39 | |
| Dex (DXCM) | 0.8 | $537k | 1.0k | 537.00 | |
| Amgen (AMGN) | 0.7 | $495k | 2.2k | 225.00 | |
| Uber Technologies (UBER) | 0.7 | $486k | 12k | 41.90 | |
| S&p Global (SPGI) | 0.7 | $472k | 1.0k | 472.00 | |
| Netease Sponsored Ads (NTES) | 0.7 | $468k | 4.6k | 101.74 | |
| Bank of New York Mellon Corporation (BK) | 0.7 | $463k | 10k | 44.52 | |
| American Airls (AAL) | 0.7 | $462k | 26k | 17.97 | |
| Atlassian Corp Cl A | 0.7 | $458k | 1.2k | 381.67 | |
| Devon Energy Corporation (DVN) | 0.6 | $441k | 10k | 44.10 | |
| Coca-Cola Company (KO) | 0.6 | $425k | 7.2k | 59.21 | |
| Carnival Corp Common Stock (CCL) | 0.6 | $414k | 21k | 20.10 | |
| At&t (T) | 0.6 | $413k | 17k | 24.58 | |
| Canadian Pacific Railway | 0.6 | $410k | 5.7k | 71.93 | |
| Morgan Stanley Com New (MS) | 0.5 | $384k | 3.9k | 98.18 | |
| Centene Corporation (CNC) | 0.5 | $377k | 4.6k | 82.42 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $373k | 900.00 | 414.44 | |
| Paychex (PAYX) | 0.5 | $368k | 2.7k | 136.50 | |
| 0.5 | $363k | 8.4k | 43.25 | ||
| Becton, Dickinson and (BDX) | 0.5 | $356k | 5.1k | 69.80 | |
| Cintas Corporation (CTAS) | 0.5 | $355k | 800.00 | 443.75 | |
| Bilibili Spons Ads Rep Z (BILI) | 0.5 | $352k | 1.4k | 251.43 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $350k | 1.1k | 318.18 | |
| Pinduoduo Sponsored Ads (PDD) | 0.5 | $349k | 6.0k | 58.32 | |
| Vmware Cl A Com | 0.5 | $348k | 3.0k | 116.00 | |
| Microchip Technology (MCHP) | 0.5 | $346k | 4.0k | 87.09 | |
| Danaher Corporation (DHR) | 0.5 | $329k | 1.0k | 329.00 | |
| Apa Corporation (APA) | 0.5 | $328k | 12k | 26.89 | |
| Intuit (INTU) | 0.5 | $322k | 500.00 | 644.00 | |
| Sofi Technologies (SOFI) | 0.5 | $321k | 20k | 15.81 | |
| Apollo Global Mgmt Com Cl A | 0.5 | $319k | 4.4k | 72.50 | |
| Roku Com Cl A (ROKU) | 0.5 | $319k | 1.4k | 227.86 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.5 | $317k | 15k | 20.72 | |
| BlackRock | 0.5 | $317k | 346.00 | 916.18 | |
| Generac Holdings (GNRC) | 0.5 | $317k | 900.00 | 352.22 | |
| Electronic Arts (EA) | 0.5 | $317k | 2.4k | 132.08 | |
| Bank of America Corporation (BAC) | 0.4 | $309k | 1.2k | 257.50 | |
| Cummins (CMI) | 0.4 | $305k | 1.4k | 217.86 | |
| Old Dominion Freight Line (ODFL) | 0.4 | $287k | 800.00 | 358.75 | |
| Alcoa (AA) | 0.4 | $286k | 4.8k | 59.58 | |
| Dell Technologies CL C (DELL) | 0.4 | $281k | 5.0k | 56.20 | |
| Barrick Gold Corp (GOLD) | 0.4 | $279k | 4.8k | 58.12 | |
| Ford Motor Company (F) | 0.4 | $278k | 13k | 20.75 | |
| Biontech Se Sponsored Ads (BNTX) | 0.4 | $274k | 5.9k | 46.44 | |
| Moody's Corporation (MCO) | 0.4 | $273k | 700.00 | 390.00 | |
| Aon Shs Cl A (AON) | 0.4 | $271k | 900.00 | 301.11 | |
| Synchrony Financial (SYF) | 0.4 | $269k | 5.8k | 46.38 | |
| Riot Blockchain (RIOT) | 0.4 | $268k | 12k | 22.33 | |
| United Rentals (URI) | 0.4 | $266k | 800.00 | 332.50 | |
| Cadence Design Systems (CDNS) | 0.4 | $261k | 1.4k | 186.43 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.4 | $260k | 24k | 10.97 | |
| EOG Resources (EOG) | 0.4 | $258k | 2.9k | 88.97 | |
| Yandex N V Shs Class A (NBIS) | 0.4 | $254k | 4.2k | 60.48 | |
| salesforce (CRM) | 0.4 | $254k | 1.0k | 254.00 | |
| Automatic Data Processing (ADP) | 0.4 | $247k | 1.0k | 247.00 | |
| Xylem (XYL) | 0.3 | $240k | 2.0k | 120.00 | |
| Doordash Cl A (DASH) | 0.3 | $238k | 1.6k | 148.75 | |
| Burlington Stores (BURL) | 0.3 | $233k | 800.00 | 291.25 | |
| Fidelity National Information Services (FIS) | 0.3 | $229k | 2.1k | 109.05 | |
| Procter & Gamble Company (PG) | 0.3 | $229k | 1.4k | 163.57 | |
| Eaton Corp SHS (ETN) | 0.3 | $225k | 1.3k | 173.08 | |
| American Express Company (AXP) | 0.3 | $224k | 1.4k | 163.74 | |
| Paypal Holdings (PYPL) | 0.3 | $224k | 1.2k | 188.24 | |
| Nextera Energy (NEE) | 0.3 | $224k | 2.4k | 93.33 | |
| Eli Lilly & Co. (LLY) | 0.3 | $221k | 800.00 | 276.25 | |
| T. Rowe Price (TROW) | 0.3 | $216k | 1.1k | 196.36 | |
| Kla Corp Com New (KLAC) | 0.3 | $215k | 500.00 | 430.00 | |
| Kraft Heinz (KHC) | 0.3 | $215k | 6.0k | 35.83 | |
| Rh (RH) | 0.3 | $214k | 400.00 | 535.00 | |
| 3M Company (MMM) | 0.3 | $213k | 1.2k | 177.50 | |
| Voya Financial (VOYA) | 0.3 | $212k | 3.2k | 66.25 | |
| Dollar Tree (DLTR) | 0.3 | $211k | 1.5k | 140.67 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $209k | 7.2k | 29.03 | |
| First Republic Bank/san F (FRCB) | 0.3 | $209k | 1.0k | 206.93 | |
| ResMed (RMD) | 0.3 | $208k | 800.00 | 260.00 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $206k | 1.3k | 158.46 | |
| Seagen | 0.3 | $201k | 1.3k | 154.62 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $201k | 2.3k | 87.39 | |
| Sirius Xm Holdings | 0.3 | $200k | 32k | 6.35 | |
| PG&E Corporation (PCG) | 0.3 | $194k | 16k | 12.12 | |
| Annaly Capital Management | 0.2 | $170k | 22k | 7.80 | |
| Ginkgo Bioworks Holdings Cl A Shs | 0.2 | $114k | 14k | 8.32 | |
| Zynga Cl A | 0.1 | $88k | 14k | 6.42 | |
| Transocean Reg Shs (RIG) | 0.1 | $66k | 24k | 2.76 |
