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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 21 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FFIV F5 INC Technology 24,800.0 $10.3M 0.05% NEW $415.96 -4.5%
402 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 873,125.0 $10.3M 0.05% NEW $11.81 -15.8%
403 ECPG ENCORE CAP GROUP INC Financial Services 110,201.0 $10.3M 0.05% NEW $93.29 +9.7%
404 JBHT HUNT J B TRANS SVCS INC Industrials 35,407.0 $10.2M 0.05% NEW $289.43 -4.4%
405 CXW CORECIVIC INC Real Estate 336,331.0 $10.2M 0.05% NEW $30.38 +8.4%
406 HMN HORACE MANN EDUCATORS CORP N Financial Services 197,332.0 $10.2M 0.05% NEW $51.65 +0.4%
407 BAND BANDWIDTH INC Technology 160,974.0 $10.2M 0.05% NEW $63.30 -18.0%
408 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 262,679.0 $10.2M 0.05% NEW $38.77 -1.4%
409 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 30,684.0 $10.1M 0.05% NEW $330.46 -0.2%
410 GLOF ISHARES TR 172,322.0 $10.1M 0.05% NEW $58.81 +3.2%
411 FTAI AVIATION LTD 37,452.0 $10.1M 0.05% NEW $270.53
412 RS RELIANCE INC Basic Materials 27,053.0 $10.1M 0.05% NEW $373.60 +11.8%
413 NVS NOVARTIS AG Healthcare 64,224.0 $10.1M 0.05% NEW $156.72 -1.2%
414 RYZ RYERSON HLDG CORP Consumer Defensive 407,803.0 $10.0M 0.05% NEW $24.61 +10.8%
415 TDG TRANSDIGM GROUP INC Industrials 7,516.0 $10.0M 0.05% NEW $1332.04 -7.0%
416 OLN OLIN CORP Basic Materials 505,046.0 $10.0M 0.05% NEW $19.82 -6.2%
417 IMKTA INGLES MKTS INC Consumer Defensive 112,223.0 $9.9M 0.05% NEW $88.58 -3.9%
418 NWL NEWELL BRANDS INC Consumer Defensive 1,605,614.0 $9.9M 0.05% NEW $6.14 -2.0%
419 CB CHUBB LIMITED Financial Services 28,891.0 $9.8M 0.05% NEW $340.74 +1.3%
420 BANR BANNER CORP Financial Services 148,141.0 $9.8M 0.05% NEW $66.44 +9.5%
Page 21 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%