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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 64 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 162,770.0 $1.7M 0.01% NEW $10.57 +13.2%
1262 MEG ONTERRIS INC Industrials 85,054.0 $1.7M 0.01% NEW $20.21 -22.6%
1263 DGICA DONEGAL GROUP INC Financial Services 90,606.0 $1.7M 0.01% NEW $18.86 -1.0%
1264 ACTG ACACIA RESH CORP Industrials 366,026.0 $1.7M 0.01% NEW $4.66 -3.2%
1265 DGRO ISHARES TR 22,468.0 $1.7M 0.01% NEW $75.79 +5.0%
1266 DXCM DEXCOM INC Healthcare 25,177.0 $1.7M 0.01% NEW $67.35 +37.1%
1267 FBCG FIDELITY COVINGTON TRUST 27,186.0 $1.7M 0.01% NEW $62.11 -0.9%
1268 HELE HELEN OF TROY LTD Consumer Defensive 58,005.0 $1.7M 0.01% NEW $29.07 -0.0%
1269 SCVL SHOE STA GROUP INC Consumer Cyclical 113,428.0 $1.7M 0.01% NEW $14.83 +5.3%
1270 FUNC FIRST UTD CORP Financial Services 38,112.0 $1.7M 0.01% NEW $44.11 -2.7%
1271 FISV FISERV INC Technology 34,138.0 $1.7M 0.01% NEW $49.05 +7.2%
1272 IYW ISHARES TR 6,632.0 $1.7M 0.01% NEW $252.23 -2.0%
1273 STRATEGY INC 1,630,000.0 $1.7M 0.01% NEW $1.03
1274 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 71,318.0 $1.7M 0.01% NEW $23.39 -9.9%
1275 MACH NATURAL RESOURCES LP 131,906.0 $1.7M 0.01% NEW $12.64
1276 MAGN MAGNERA CORP Industrials 141,758.0 $1.7M 0.01% NEW $11.75 +5.0%
1277 TXT TEXTRON INC Industrials 18,153.0 $1.7M 0.01% NEW $91.73 -9.6%
1278 ACM AECOM Industrials 23,788.0 $1.7M 0.01% NEW $69.49 -6.8%
1279 MKSI MKS INC. Technology 3,714.0 $1.7M 0.01% NEW $444.80 -37.3%
1280 SCHG SCHWAB STRATEGIC TR 48,708.0 $1.6M 0.01% NEW $33.84 +4.4%
Page 64 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 29.2%
Financial Services 14.1%
Consumer Cyclical 11.6%
Industrials 10.6%
Healthcare 8.9%
Energy 8.6%
Communication Services 6.1%
Consumer Defensive 4.3%
Basic Materials 3.3%
Utilities 2.4%