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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 27 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BLDG CAMBRIA ETF TR 273,940.0 $7.4M 0.04% NEW $27.00 -0.9%
522 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 436,098.0 $7.4M 0.04% NEW $16.95 +22.9%
523 CNXC CONCENTRIX CORP Technology 329,042.0 $7.4M 0.04% NEW $22.41 +5.6%
524 OBNK ORIGIN BANCORP INC Financial Services 144,011.0 $7.4M 0.04% NEW $51.15 -97.9%
525 SYLD CAMBRIA ETF TR 92,725.0 $7.3M 0.04% NEW $79.09 +8.4%
526 CME CME GROUP INC Financial Services 32,993.0 $7.3M 0.04% NEW $220.83 +23.0%
527 ATLC ATLANTICUS HOLDINGS CORP Financial Services 71,255.0 $7.3M 0.04% NEW $102.25 -4.6%
528 TIDAL TRUST II 394,024.0 $7.3M 0.04% NEW $18.48
529 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 513,695.0 $7.3M 0.04% NEW $14.14 +15.4%
530 DIA STATE STR SPDR DOW JONES IND Financial Services 13,849.0 $7.2M 0.04% NEW $522.39 +2.0%
531 OCFC OCEANFIRST FINL CORP Financial Services 367,932.0 $7.2M 0.04% NEW $19.53 +0.2%
532 MBC MASTERBRAND INC Consumer Cyclical 697,948.0 $7.2M 0.04% NEW $10.29 -14.0%
533 SFL SFL CORPORATION LTD Industrials 702,315.0 $7.2M 0.04% NEW $10.20 +21.9%
534 ECVT ECOVYST INC Basic Materials 575,365.0 $7.2M 0.04% NEW $12.45 -17.2%
535 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 182,837.0 $7.1M 0.04% NEW $38.96 +5.6%
536 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 65,915.0 $7.1M 0.04% NEW $107.78 +5.0%
537 GIII G III APPAREL GROUP LTD Consumer Cyclical 210,435.0 $7.1M 0.04% NEW $33.71 +0.0%
538 DG DOLLAR GEN CORP Consumer Defensive 61,577.0 $7.1M 0.04% NEW $115.11 +5.0%
539 DRAM ROUNDHILL ETF TRUST 95,741.0 $7.1M 0.04% NEW $73.85 -25.4%
540 CENCORA INC 24,932.0 $7.1M 0.04% NEW $282.98
Page 27 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%