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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 19 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WM WASTE MGMT INC DEL Industrials 52,019.0 $11.6M 0.06% NEW $222.88 +1.5%
362 OSCR OSCAR HEALTH INC Healthcare 405,462.0 $11.6M 0.06% NEW $28.52 +11.6%
363 CSX CSX CORP Industrials 242,778.0 $11.5M 0.06% NEW $47.53 +5.9%
364 ESI ELEMENT SOLUTIONS INC Basic Materials 241,599.0 $11.5M 0.06% NEW $47.75 -20.7%
365 CDNS CADENCE DESIGN SYSTEM INC Technology 30,734.0 $11.5M 0.06% NEW $375.32 -15.5%
366 BEACON FINANCIAL CORP. 377,912.0 $11.5M 0.06% NEW $30.45
367 OXY OCCIDENTAL PETE CORP Energy 236,868.0 $11.5M 0.06% NEW $48.57 +22.3%
368 NOC NORTHROP GRUMMAN CORP Industrials 22,484.0 $11.5M 0.06% NEW $509.31 +16.1%
369 AZO AUTOZONE INC Consumer Cyclical 3,575.0 $11.4M 0.06% NEW $3195.94 -2.3%
370 PAGAYA TECHNOLOGIES LTD 623,019.0 $11.4M 0.06% NEW $18.25
371 ISRG INTUITIVE SURGICAL INC Healthcare 28,559.0 $11.4M 0.06% NEW $397.68 +0.2%
372 CCS CENTURY COMMUNITIES INC Consumer Cyclical 157,571.0 $11.3M 0.06% NEW $71.66 -3.1%
373 CLX CLOROX CO DEL Consumer Defensive 116,687.0 $11.1M 0.06% NEW $95.44 +11.8%
374 GOLD GOLD COM INC Financial Services 267,580.0 $11.1M 0.06% NEW $41.61 +4.3%
375 ADT ADT INC DEL Industrials 1,712,831.0 $11.1M 0.06% NEW $6.50 +11.2%
376 AKAM AKAMAI TECHNOLOGIES INC Technology 94,107.0 $11.1M 0.06% NEW $118.21 +0.1%
377 MOH MOLINA HEALTHCARE INC Healthcare 48,416.0 $11.1M 0.06% NEW $228.70 -10.1%
378 URBN URBAN OUTFITTERS INC Consumer Cyclical 155,425.0 $11.0M 0.06% NEW $70.86 +7.2%
379 VICI VICI PPTYS INC Real Estate 414,476.0 $11.0M 0.06% NEW $26.55 -1.5%
380 PELAGOS INS CAP LTD 451,921.0 $11.0M 0.06% NEW $24.35
Page 19 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%