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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 102 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 ECH ISHARES INC 5,123.0 $203K 0.00% NEW $39.70 +2.1%
2022 OGN ORGANON & CO Healthcare 15,012.0 $203K 0.00% NEW $13.54 +1.2%
2023 NOMD NOMAD FOODS LTD Consumer Defensive 18,560.0 $203K 0.00% NEW $10.95 +3.9%
2024 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 26,150.0 $202K 0.00% NEW $7.74 +4.7%
2025 WINA WINMARK CORP Consumer Cyclical 476.0 $201K 0.00% NEW $423.08 -17.3%
2026 WYNN WYNN RESORTS LTD Consumer Cyclical 2,073.0 $201K 0.00% NEW $97.09 +5.9%
2027 CRCT CRICUT INC Technology 45,828.0 $201K 0.00% NEW $4.39 +25.5%
2028 BKE BUCKLE INC Consumer Cyclical 4,745.0 $200K 0.00% NEW $42.20 +2.3%
2029 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 11,095.0 $200K 0.00% NEW $18.00 +37.7%
2030 FLUENT INC 53,214.0 $198K 0.00% NEW $3.73
2031 NKTX NKARTA INC Healthcare 69,642.0 $197K 0.00% NEW $2.83 -14.1%
2032 DEI DOUGLAS EMMETT INC Real Estate 16,689.0 $197K 0.00% NEW $11.80 -1.7%
2033 SWBI SMITH & WESSON BRANDS INC Industrials 13,082.0 $195K 0.00% NEW $14.91 -5.1%
2034 BRIGHTSTAR LOTTERY PLC 18,050.0 $193K 0.00% NEW $10.72
2035 BRBR BELLRING BRANDS INC Consumer Defensive 14,708.0 $190K 0.00% NEW $12.94 -21.3%
2036 COTY COTY INC Consumer Defensive 88,104.0 $190K 0.00% NEW $2.16 +23.6%
2037 ALSET INC 131,526.0 $189K 0.00% NEW $1.44
2038 TLYS TILLYS INC Consumer Cyclical 45,031.0 $189K 0.00% NEW $4.20 -12.4%
2039 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 35,714.0 $185K 0.00% NEW $5.19 -4.6%
2040 CIM CHIMERA INVT CORP Real Estate 13,698.0 $183K 0.00% NEW $13.34 -12.0%
Page 102 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%