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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 26 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 VCTR VICTORY CAP HLDGS INC DEL Financial Services 93,760.0 $7.9M 0.04% NEW $84.06 +40.1%
502 WKC WORLD KINECT CORPORATION Energy 238,820.0 $7.9M 0.04% NEW $32.94 +9.8%
503 SENEA SENECA FOODS CORP NEW Consumer Defensive 45,164.0 $7.9M 0.04% NEW $173.94 +10.5%
504 NKE NIKE INC Consumer Cyclical 191,312.0 $7.9M 0.04% NEW $41.05 -2.4%
505 TLT ISHARES TR 90,382.0 $7.8M 0.04% NEW $86.08 -5.1%
506 SFM SPROUTS FMRS MKT INC Consumer Defensive 91,945.0 $7.8M 0.04% NEW $84.58 -6.8%
507 BLOCK INC 102,313.0 $7.8M 0.04% NEW $76.00
508 VSTS VESTIS CORPORATION Industrials 535,453.0 $7.8M 0.04% NEW $14.52 -10.4%
509 CAAP CORPORACION AMER ARPTS S A Industrials 307,559.0 $7.7M 0.04% NEW $25.18 -8.7%
510 GVAL CAMBRIA ETF TR 214,445.0 $7.7M 0.04% NEW $36.02 +5.8%
511 NUTX NUTEX HEALTH INC Healthcare 45,177.0 $7.7M 0.04% NEW $170.89 +9.8%
512 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 197,143.0 $7.6M 0.04% NEW $38.50 +1.3%
513 LNG CHENIERE ENERGY INC Energy 31,651.0 $7.6M 0.04% NEW $239.01 +14.5%
514 TTI TETRA TECHNOLOGIES INC DEL Energy 664,214.0 $7.5M 0.04% NEW $11.33 -29.6%
515 IMOM EA SERIES TRUST 172,987.0 $7.5M 0.04% NEW $43.27 -4.4%
516 QCRH QCR HLDGS INC Financial Services 76,840.0 $7.5M 0.04% NEW $97.35 +6.7%
517 IVAL EA SERIES TRUST 218,580.0 $7.4M 0.04% NEW $34.07 +7.2%
518 RBCAA REPUBLIC BANCORP INC KY Financial Services 82,096.0 $7.4M 0.04% NEW $90.43 +6.2%
519 INVA INNOVIVA INC Healthcare 326,197.0 $7.4M 0.04% NEW $22.71 -6.4%
520 PYPL PAYPAL HLDGS INC Financial Services 171,307.0 $7.4M 0.04% NEW $43.18 +39.9%
Page 26 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%