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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 23 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MPLX MPLX LP Energy 164,540.0 $9.3M 0.05% NEW $56.33 +5.4%
442 SRCE 1ST SOURCE CORP Financial Services 112,609.0 $9.2M 0.05% NEW $81.58 +7.3%
443 ST SENSATA TECHNOLOGIES HLDG PL Technology 192,352.0 $9.2M 0.05% NEW $47.74 -9.4%
444 NBHC NATIONAL BK HLDGS CORP Financial Services 206,557.0 $9.2M 0.05% NEW $44.43 -3.1%
445 MCO MOODYS CORP Financial Services 20,206.0 $9.2M 0.05% NEW $452.92 +8.0%
446 SHW SHERWIN WILLIAMS CO Basic Materials 26,560.0 $9.1M 0.05% NEW $344.32 +1.1%
447 LSTR LANDSTAR SYS INC Industrials 44,101.0 $9.1M 0.05% NEW $206.81 -9.8%
448 PNC PNC FINL SVCS GROUP INC Financial Services 36,885.0 $9.1M 0.05% NEW $246.22 +3.6%
449 KGS KODIAK GAS SVCS INC Energy 120,719.0 $9.1M 0.05% NEW $75.13 -15.2%
450 SYK STRYKER CORPORATION Healthcare 28,726.0 $9.0M 0.05% NEW $314.84 +6.6%
451 GH GUARDANT HEALTH INC Healthcare 59,848.0 $9.0M 0.05% NEW $150.03 +7.0%
452 CRS CARPENTER TECHNOLOGY CORP Industrials 14,538.0 $9.0M 0.05% NEW $616.84 -15.0%
453 IOO ISHARES TR 65,482.0 $8.9M 0.05% NEW $136.60 +5.3%
454 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 29,152.0 $8.9M 0.05% NEW $306.70 -16.2%
455 ABM ABM INDS INC Industrials 201,881.0 $8.9M 0.05% NEW $44.24 +7.5%
456 RPM RPM INTL INC Basic Materials 80,010.0 $8.9M 0.05% NEW $111.15 -0.1%
457 NXPI NXP SEMICONDUCTORS N V Technology 31,642.0 $8.9M 0.05% NEW $281.03 -19.5%
458 LHX L3HARRIS TECHNOLOGIES INC Industrials 30,575.0 $8.9M 0.05% NEW $290.59 -2.7%
459 PATHWARD FINANCIAL INC 101,634.0 $8.8M 0.05% NEW $87.06
460 PLAB PHOTRONICS INC Technology 271,855.0 $8.8M 0.05% NEW $32.53 -2.4%
Page 23 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%