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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 81 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 8,129.0 $621K 0.00% NEW $76.43 -4.5%
1602 MFIN MEDALLION FINANCIAL CORP Financial Services 60,735.0 $620K 0.00% NEW $10.21 +11.9%
1603 LII LENNOX INTL INC Industrials 1,077.0 $617K 0.00% NEW $572.95 -26.8%
1604 RITM RITHM CAPITAL CORP Real Estate 65,700.0 $617K 0.00% NEW $9.39 +10.5%
1605 SOXX ISHARES TR 959.0 $614K 0.00% NEW $640.76 -18.9%
1606 NTNX NUTANIX INC Technology 11,980.0 $611K 0.00% NEW $50.96 +28.4%
1607 TDC TERADATA CORP DEL Technology 17,586.0 $609K 0.00% NEW $34.65 -19.5%
1608 QUAL ISHARES TR 2,774.0 $609K 0.00% NEW $219.43 +2.2%
1609 QUAD QUAD / GRAPHICS INC Industrials 72,169.0 $608K 0.00% NEW $8.43 +20.0%
1610 CC CHEMOURS CO Basic Materials 29,640.0 $608K 0.00% NEW $20.52 -22.5%
1611 RVTY REVVITY INC Healthcare 5,411.0 $602K 0.00% NEW $111.26 +7.4%
1612 ALLY ALLY FINL INC Financial Services 13,098.0 $602K 0.00% NEW $45.95 -6.2%
1613 COOPER COS INC 8,348.0 $599K 0.00% NEW $71.71
1614 TRMB TRIMBLE INC Technology 11,655.0 $597K 0.00% NEW $51.18 +15.8%
1615 OKLO OKLO INC Utilities 11,395.0 $596K 0.00% NEW $52.33 -17.9%
1616 PROV PROVIDENT FINL HLDGS INC Financial Services 34,595.0 $595K 0.00% NEW $17.20 +3.9%
1617 PNR PENTAIR PLC Industrials 7,731.0 $593K 0.00% NEW $76.66 -14.4%
1618 RDN RADIAN GROUP INC Financial Services 15,667.0 $590K 0.00% NEW $37.67 -3.5%
1619 LKQ LKQ CORP Consumer Cyclical 22,310.0 $587K 0.00% NEW $26.33 -1.8%
1620 SPHQ INVESCO EXCHANGE TRADED FD T 6,479.0 $584K 0.00% NEW $90.10 -4.5%
Page 81 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%