Enlightenment Research as of June 30, 2022
Portfolio Holdings for Enlightenment Research
Enlightenment Research holds 94 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.1 | $2.4M | 16k | 151.59 | |
| General Mills (GIS) | 3.1 | $1.4M | 19k | 75.44 | |
| Bank of America Corporation (BAC) | 3.0 | $1.4M | 46k | 31.14 | |
| Meta Platforms Cl A (META) | 2.9 | $1.3M | 8.3k | 161.27 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $1.3M | 4.9k | 273.06 | |
| Texas Instruments Incorporated (TXN) | 2.8 | $1.3M | 8.5k | 153.65 | |
| FedEx Corporation (FDX) | 2.7 | $1.3M | 5.6k | 226.79 | |
| McDonald's Corporation (MCD) | 2.7 | $1.3M | 5.1k | 246.86 | |
| Pioneer Natural Resources (PXD) | 2.6 | $1.2M | 5.4k | 223.15 | |
| Exxon Mobil Corporation (XOM) | 2.5 | $1.2M | 14k | 85.67 | |
| EOG Resources (EOG) | 2.2 | $1.0M | 9.3k | 110.43 | |
| Linde SHS | 2.1 | $976k | 3.4k | 287.40 | |
| Wal-Mart Stores (WMT) | 2.0 | $948k | 7.8k | 121.54 | |
| Hp (HPQ) | 2.0 | $931k | 28k | 32.78 | |
| Costco Wholesale Corporation (COST) | 1.9 | $863k | 1.8k | 479.44 | |
| Shopify Cl A (SHOP) | 1.8 | $856k | 27k | 31.24 | |
| Honeywell International (HON) | 1.8 | $851k | 4.9k | 173.82 | |
| TJX Companies (TJX) | 1.8 | $838k | 15k | 55.87 | |
| Newmont Mining Corporation (NEM) | 1.7 | $782k | 13k | 59.69 | |
| Hess (HES) | 1.6 | $753k | 7.1k | 105.92 | |
| Visa Com Cl A (V) | 1.4 | $669k | 3.4k | 196.76 | |
| CSX Corporation (CSX) | 1.4 | $642k | 22k | 29.05 | |
| American Campus Communities | 1.3 | $612k | 9.5k | 64.42 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $608k | 5.4k | 112.59 | |
| Oracle Corporation (ORCL) | 1.3 | $594k | 8.5k | 69.88 | |
| Broadcom (AVGO) | 1.3 | $583k | 1.2k | 485.83 | |
| McKesson Corporation (MCK) | 1.2 | $555k | 1.7k | 326.47 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $547k | 250.00 | 2188.00 | |
| Nxp Semiconductors N V (NXPI) | 1.1 | $533k | 3.6k | 148.06 | |
| eBay (EBAY) | 1.0 | $475k | 11k | 41.67 | |
| Baker Hughes Company Cl A (BKR) | 1.0 | $462k | 16k | 28.88 | |
| Walt Disney Company (DIS) | 1.0 | $453k | 4.8k | 94.38 | |
| Citigroup Com New (C) | 0.9 | $441k | 9.6k | 45.94 | |
| Marvell Technology (MRVL) | 0.9 | $440k | 10k | 43.56 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $430k | 1.0k | 430.00 | |
| Ross Stores (ROST) | 0.9 | $414k | 5.9k | 70.17 | |
| Li Auto Sponsored Ads (LI) | 0.9 | $406k | 11k | 38.30 | |
| Electronic Arts (EA) | 0.9 | $401k | 3.3k | 121.52 | |
| Target Corporation (TGT) | 0.8 | $395k | 2.8k | 141.07 | |
| Dow (DOW) | 0.8 | $387k | 7.5k | 51.60 | |
| Chevron Corporation (CVX) | 0.8 | $384k | 2.7k | 144.63 | |
| Fidelity National Information Services (FIS) | 0.8 | $376k | 4.1k | 91.75 | |
| Crown Castle Intl (CCI) | 0.8 | $370k | 2.2k | 168.18 | |
| CVS Caremark Corporation (CVS) | 0.8 | $352k | 3.8k | 92.66 | |
| Barrick Gold Corp (GOLD) | 0.8 | $352k | 20k | 17.69 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.7 | $349k | 30k | 11.67 | |
| Best Buy (BBY) | 0.7 | $339k | 5.2k | 65.19 | |
| Nucor Corporation (NUE) | 0.7 | $331k | 3.2k | 104.55 | |
| Cisco Systems (CSCO) | 0.7 | $328k | 7.7k | 42.60 | |
| Goldman Sachs (GS) | 0.7 | $327k | 1.1k | 297.27 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $326k | 600.00 | 543.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $319k | 3.9k | 81.79 | |
| Danaher Corporation (DHR) | 0.7 | $319k | 1.3k | 253.17 | |
| V.F. Corporation (VFC) | 0.7 | $318k | 7.2k | 44.17 | |
| Applied Materials (AMAT) | 0.7 | $318k | 3.5k | 90.86 | |
| Morgan Stanley Com New (MS) | 0.7 | $317k | 4.2k | 76.17 | |
| Philip Morris International (PM) | 0.7 | $316k | 3.2k | 98.75 | |
| IDEXX Laboratories (IDXX) | 0.7 | $316k | 900.00 | 351.11 | |
| Amgen (AMGN) | 0.7 | $316k | 1.3k | 243.08 | |
| Sherwin-Williams Company (SHW) | 0.7 | $313k | 1.4k | 223.57 | |
| Wells Fargo & Company (WFC) | 0.7 | $313k | 8.0k | 39.12 | |
| Zoom Video Communications In Cl A (ZM) | 0.6 | $302k | 2.8k | 107.86 | |
| Airbnb Com Cl A (ABNB) | 0.6 | $294k | 3.3k | 89.09 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $284k | 4.5k | 63.11 | |
| Clorox Company (CLX) | 0.6 | $282k | 2.0k | 141.00 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.6 | $271k | 26k | 10.63 | |
| Western Digital (WDC) | 0.6 | $264k | 5.9k | 44.75 | |
| Roku Com Cl A (ROKU) | 0.6 | $263k | 3.2k | 82.19 | |
| Eli Lilly & Co. (LLY) | 0.6 | $259k | 800.00 | 323.75 | |
| Keurig Dr Pepper (KDP) | 0.6 | $258k | 7.3k | 35.34 | |
| Dell Technologies CL C (DELL) | 0.5 | $254k | 5.5k | 46.18 | |
| Sea Sponsord Ads (SE) | 0.5 | $247k | 3.7k | 66.76 | |
| Freeport-mcmoran CL B (FCX) | 0.5 | $241k | 8.2k | 29.31 | |
| Arista Networks (ANET) | 0.5 | $234k | 2.5k | 93.60 | |
| Emerson Electric (EMR) | 0.5 | $233k | 2.9k | 79.69 | |
| Marsh & McLennan Companies (MMC) | 0.5 | $233k | 1.5k | 155.33 | |
| Continental Resources | 0.5 | $229k | 3.5k | 65.43 | |
| Autodesk (ADSK) | 0.5 | $224k | 1.3k | 172.31 | |
| Fiserv (FI) | 0.5 | $222k | 2.5k | 88.80 | |
| Progressive Corporation (PGR) | 0.5 | $220k | 1.9k | 116.28 | |
| Burlington Stores (BURL) | 0.5 | $218k | 1.6k | 136.25 | |
| Astrazeneca Sponsored Adr (AZN) | 0.5 | $211k | 3.2k | 65.94 | |
| Martin Marietta Materials (MLM) | 0.4 | $209k | 700.00 | 298.57 | |
| Roblox Corp Cl A (RBLX) | 0.4 | $207k | 6.3k | 32.86 | |
| Dupont De Nemours (DD) | 0.4 | $200k | 3.6k | 55.56 | |
| PG&E Corporation (PCG) | 0.3 | $146k | 15k | 10.00 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.3 | $143k | 19k | 7.53 | |
| Sofi Technologies (SOFI) | 0.2 | $99k | 19k | 5.29 | |
| Annaly Capital Management | 0.2 | $79k | 13k | 5.94 | |
| Yamana Gold | 0.2 | $73k | 16k | 4.68 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $69k | 18k | 3.75 | |
| Transocean Reg Shs (RIG) | 0.1 | $35k | 11k | 3.33 | |
| Companhia Siderurgica Nacion Sponsored Adr (SID) | 0.1 | $31k | 11k | 2.92 | |
| Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.1 | $30k | 13k | 2.40 |
