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Portfolio (Quarterly) Guide ↗

Empowered Funds, LLC

· CIK 0001592828
13F Portfolio $19.0B AUM 7,205 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2112 New
Page 5 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VIRT VIRTU FINL INC Financial Services 713,559.0 $42.5M 0.22% NEW $59.57 -1.7%
82 TXN TEXAS INSTRS INC Technology 142,324.0 $42.4M 0.22% NEW $298.07 -8.2%
83 BCI ABRDN ETFS 1,858,368.0 $41.5M 0.22% NEW $22.34 +11.7%
84 MS MORGAN STANLEY Financial Services 194,020.0 $40.6M 0.21% NEW $209.04 +3.4%
85 MRVL MARVELL TECHNOLOGY INC Technology 134,050.0 $39.9M 0.21% NEW $297.89 -26.2%
86 DAVE INC 105,686.0 $39.4M 0.21% NEW $372.59
87 MCK MCKESSON CORP Healthcare 51,413.0 $38.8M 0.20% NEW $755.60 +15.9%
88 VNQ VANGUARD INDEX FDS 399,081.0 $38.5M 0.20% NEW $96.43 +2.1%
89 IBM INTERNATIONAL BUSINESS MACHS Technology 136,324.0 $38.3M 0.20% NEW $281.21 -17.3%
90 TPR TAPESTRY INC Consumer Cyclical 257,479.0 $37.7M 0.20% NEW $146.38 -8.5%
91 DECK DECKERS OUTDOOR CORP Consumer Cyclical 376,258.0 $37.4M 0.20% NEW $99.29 -8.5%
92 TJX TJX COS INC NEW Consumer Cyclical 245,638.0 $37.2M 0.20% NEW $151.50 +0.4%
93 ZM ZOOM COMMUNICATIONS INC Technology 423,954.0 $36.6M 0.19% NEW $86.31 +21.7%
94 APP APPLOVIN CORP Technology 68,677.0 $35.4M 0.19% NEW $515.23 -39.8%
95 MOD MODINE MFG CO Consumer Cyclical 132,490.0 $35.4M 0.19% NEW $267.02 -23.0%
96 EQT EQT CORP Energy 660,166.0 $35.1M 0.18% NEW $53.17 +0.8%
97 AMGN AMGEN INC Healthcare 95,907.0 $34.7M 0.18% NEW $362.12 +17.2%
98 UBER UBER TECHNOLOGIES INC Technology 480,822.0 $34.7M 0.18% NEW $72.16 +5.9%
99 ROKU ROKU INC Communication Services 250,148.0 $34.6M 0.18% NEW $138.14 +14.8%
100 MCD MCDONALDS CORP Consumer Cyclical 127,603.0 $34.5M 0.18% NEW $270.31 -1.0%
Page 5 of 106  ·  2,112 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.9%
Financial Services 14.0%
Consumer Cyclical 11.5%
Industrials 10.5%
Healthcare 8.8%
Energy 8.6%
Communication Services 6.9%
Consumer Defensive 4.2%
Basic Materials 3.3%
Utilities 2.4%