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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 29 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 GM GENERAL MTRS CO Consumer Cyclical 89,015.0 $6.9M 0.04% NEW $77.08 +8.6%
562 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 1,038,250.0 $6.9M 0.04% NEW $6.60 -10.2%
563 HOPE HOPE BANCORP INC Financial Services 496,619.0 $6.8M 0.04% NEW $13.68 +4.1%
564 BWXT BWX TECHNOLOGIES INC Industrials 34,877.0 $6.8M 0.04% NEW $194.65 -15.2%
565 STGW STAGWELL INC Communication Services 911,598.0 $6.8M 0.04% NEW $7.43 +19.1%
566 SO SOUTHERN CO Utilities 70,759.0 $6.8M 0.04% NEW $95.71 -3.8%
567 AVAV AEROVIRONMENT INC Industrials 40,964.0 $6.8M 0.04% NEW $165.07 +5.5%
568 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 602,635.0 $6.7M 0.04% NEW $11.20 +3.1%
569 AEM AGNICO EAGLE MINES LTD Basic Materials 43,472.0 $6.7M 0.04% NEW $155.13 +20.5%
570 AHCO ADAPTHEALTH CORP Healthcare 646,861.0 $6.7M 0.04% NEW $10.42 -44.1%
571 XSVN BONDBLOXX ETF TRUST 142,405.0 $6.7M 0.04% NEW $47.11 -1.4%
572 FDX FEDEX CORP Industrials 21,272.0 $6.7M 0.04% NEW $313.13 +4.9%
573 SYF SYNCHRONY FINANCIAL Financial Services 87,399.0 $6.6M 0.04% NEW $76.05 +6.0%
574 CPA COPA HOLDINGS SA Industrials 42,699.0 $6.6M 0.04% NEW $155.57 -16.8%
575 PTCT PTC THERAPEUTICS INC Healthcare 81,271.0 $6.6M 0.04% NEW $81.57 -11.0%
576 PEBO PEOPLES BANCORP INC Financial Services 172,412.0 $6.6M 0.04% NEW $38.41 +6.7%
577 LILAK LIBERTY LATIN AMERICA LTD Communication Services 848,006.0 $6.6M 0.04% NEW $7.79 +6.5%
578 PLD PROLOGIS INC. Real Estate 48,701.0 $6.6M 0.04% NEW $135.47 +3.4%
579 ON ON SEMICONDUCTOR CORP Technology 69,345.0 $6.6M 0.04% NEW $94.54 -16.0%
580 STLD STEEL DYNAMICS INC Basic Materials 28,552.0 $6.6M 0.04% NEW $229.46 +8.9%
Page 29 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%