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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 24 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 LPG DORIAN LPG LTD Energy 253,366.0 $8.8M 0.05% NEW $34.78 +39.9%
462 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 108,041.0 $8.8M 0.05% NEW $81.51 +7.2%
463 CMRE COSTAMARE INC Industrials 628,020.0 $8.8M 0.05% NEW $14.02 +6.5%
464 DNOW DNOW INC Energy 677,911.0 $8.8M 0.05% NEW $12.97 +23.7%
465 LFUS LITTELFUSE INC Technology 19,295.0 $8.8M 0.05% NEW $455.33 -4.2%
466 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 125,842.0 $8.8M 0.05% NEW $69.74 -14.8%
467 BEN FRANKLIN RESOURCES INC Financial Services 263,326.0 $8.8M 0.05% NEW $33.27 +2.2%
468 PRG PROG HOLDINGS INC Industrials 187,736.0 $8.8M 0.05% NEW $46.61 -11.1%
469 SPTS SPDR SERIES TRUST 302,600.0 $8.8M 0.05% NEW $28.92 +0.2%
470 GIS GENERAL MILLS INC Consumer Defensive 251,038.0 $8.7M 0.05% NEW $34.80 +10.4%
471 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 100,953.0 $8.7M 0.05% NEW $85.75 +2.0%
472 NOG NORTHERN OIL & GAS INC Energy 473,793.0 $8.6M 0.04% NEW $18.15 +40.0%
473 PCG PG&E CORP Utilities 509,279.0 $8.6M 0.04% NEW $16.82 +6.0%
474 STBA S & T BANCORP INC Financial Services 173,819.0 $8.5M 0.04% NEW $49.08 +3.3%
475 FLEX FLEX LTD Technology 52,373.0 $8.5M 0.04% NEW $162.07 -25.9%
476 WSM WILLIAMS SONOMA INC Consumer Cyclical 36,408.0 $8.5M 0.04% NEW $233.10 +3.8%
477 HOOD ROBINHOOD MKTS INC Financial Services 84,495.0 $8.5M 0.04% NEW $100.28 -7.4%
478 FIVE FIVE BELOW INC Consumer Cyclical 47,014.0 $8.5M 0.04% NEW $179.79 +33.6%
479 ZD ZIFF DAVIS INC Communication Services 160,823.0 $8.4M 0.04% NEW $52.37 +5.6%
480 EMR EMERSON ELEC CO Industrials 58,828.0 $8.4M 0.04% NEW $143.15 +10.7%
Page 24 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%