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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 28 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EVC ENTRAVISION COMMUNICATIONS C Communication Services 539,443.0 $7.0M 0.04% NEW $13.04 -35.4%
542 PAGS PAGSEGURO DIGITAL LTD Technology 776,694.0 $7.0M 0.04% NEW $9.05 -6.7%
543 AME AMETEK INC Industrials 29,012.0 $7.0M 0.04% NEW $241.94 +3.3%
544 GBX GREENBRIER COS INC Industrials 143,012.0 $7.0M 0.04% NEW $49.01 -8.0%
545 CERY SPDR SERIES TRUST 209,537.0 $7.0M 0.04% NEW $33.43 +12.3%
546 ADNT ADIENT PLC Consumer Cyclical 381,074.0 $7.0M 0.04% NEW $18.38 +6.0%
547 FDP DEL MONTE CORP Consumer Defensive 250,839.0 $7.0M 0.04% NEW $27.91 +1.5%
548 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 72,821.0 $7.0M 0.04% NEW $96.12 -50.7%
549 NWPX NWPX INFRASTRUCTURE INC Industrials 46,667.0 $7.0M 0.04% NEW $149.94 -24.1%
550 AON AON PLC Financial Services 21,001.0 $7.0M 0.04% NEW $331.69 +3.5%
551 AJG GALLAGHER ARTHUR J & CO Financial Services 30,340.0 $7.0M 0.04% NEW $229.57 +8.2%
552 COMP COMPASS INC Technology 563,310.0 $6.9M 0.04% NEW $12.33 -0.2%
553 PSMT PRICESMART INC Consumer Defensive 35,456.0 $6.9M 0.04% NEW $195.34 -9.5%
554 CNOB CONNECTONE BANCORP INC Financial Services 207,116.0 $6.9M 0.04% NEW $33.44 -1.9%
555 CTAS CINTAS CORP Industrials 40,701.0 $6.9M 0.04% NEW $170.08 +17.3%
556 FOXA FOX CORP Communication Services 132,608.0 $6.9M 0.04% NEW $52.16 +32.3%
557 TRIP TRIPADVISOR INC Consumer Cyclical 504,202.0 $6.9M 0.04% NEW $13.71 -25.4%
558 MRSH MARSH & MCLENNAN COS INC Financial Services 41,399.0 $6.9M 0.04% NEW $166.67 +11.8%
559 HALO HALOZYME THERAPEUTICS INC Healthcare 87,905.0 $6.9M 0.04% NEW $78.27 +34.0%
560 MLKN MILLERKNOLL INC Consumer Cyclical 335,766.0 $6.9M 0.04% NEW $20.46 +13.3%
Page 28 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%