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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 25 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 JCI JOHNSON CONTROLS INTERNATION Industrials 57,314.0 $8.4M 0.04% NEW $146.11 +2.2%
482 YUM YUM BRANDS INC Consumer Cyclical 52,239.0 $8.4M 0.04% NEW $159.86 -8.7%
483 HUN HUNTSMAN CORP Basic Materials 781,193.0 $8.3M 0.04% NEW $10.62 -4.9%
484 RALLIANT CORP 112,205.0 $8.3M 0.04% NEW $73.63
485 WMK WEIS MKTS INC Consumer Defensive 105,011.0 $8.2M 0.04% NEW $78.31 -9.2%
486 MET METLIFE INC Financial Services 97,176.0 $8.2M 0.04% NEW $84.61 +15.0%
487 STC STEWART INFORMATION SVCS COR Financial Services 124,367.0 $8.2M 0.04% NEW $66.02 +2.8%
488 XPRO EXPRO GROUP HOLDINGS NV Energy 555,581.0 $8.2M 0.04% NEW $14.77 +24.3%
489 FERG FERGUSON ENTERPRISES INC Industrials 34,471.0 $8.2M 0.04% NEW $237.33 +3.5%
490 INVX INNOVEX INTERNATIONAL INC Energy 329,478.0 $8.2M 0.04% NEW $24.80 +22.0%
491 USB US BANCORP Financial Services 135,170.0 $8.2M 0.04% NEW $60.40 +7.3%
492 MDLZ MONDELEZ INTL INC Consumer Defensive 141,000.0 $8.2M 0.04% NEW $57.84 +8.8%
493 DCOM DIME COML BANCSHARES INC Financial Services 200,468.0 $8.1M 0.04% NEW $40.65 +0.1%
494 BR BROADRIDGE FINL SOLUTIONS IN Technology 59,157.0 $8.1M 0.04% NEW $136.95 +24.7%
495 WS WORTHINGTON STL INC Basic Materials 240,495.0 $8.1M 0.04% NEW $33.58 +9.2%
496 BY BYLINE BANCORP INC Financial Services 213,253.0 $8.0M 0.04% NEW $37.66 +3.9%
497 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 329,266.0 $8.0M 0.04% NEW $24.20 -37.1%
498 TPL TEXAS PACIFIC LAND CORPORATI Energy 18,121.0 $7.9M 0.04% NEW $437.64 -16.4%
499 NTRS NORTHERN TR CORP Financial Services 45,532.0 $7.9M 0.04% NEW $173.84 +9.7%
500 DHR DANAHER CORP DEL Healthcare 41,446.0 $7.9M 0.04% NEW $190.48 +5.5%
Page 25 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%