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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 30 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MC MOELIS & CO Financial Services 100,128.0 $6.6M 0.04% NEW $65.42 +1.8%
582 NTB BANK OF N T BUTTERFIELD & SO Financial Services 109,672.0 $6.5M 0.03% NEW $59.50 +3.4%
583 NMIH NMI HLDGS INC Financial Services 158,688.0 $6.5M 0.03% NEW $41.09 +11.0%
584 GNTX GENTEX CORP Consumer Cyclical 257,264.0 $6.5M 0.03% NEW $25.27 -6.3%
585 CVLG COVENANT LOGISTICS GROUP INC Industrials 147,072.0 $6.5M 0.03% NEW $44.18 -22.9%
586 DBMF LITMAN GREGORY FDS TR 211,930.0 $6.5M 0.03% NEW $30.61 +2.2%
587 LZB LA Z BOY INC Consumer Cyclical 161,394.0 $6.5M 0.03% NEW $40.12 +1.8%
588 RES RPC INC Energy 1,109,612.0 $6.5M 0.03% NEW $5.83 +8.4%
589 OSK OSHKOSH CORP Industrials 42,131.0 $6.5M 0.03% NEW $153.48 -3.8%
590 AMAL AMALGAMATED FINANCIAL CORP Financial Services 140,724.0 $6.5M 0.03% NEW $45.90 +9.3%
591 CINF CINCINNATI FINL CORP Financial Services 34,850.0 $6.5M 0.03% NEW $185.14 -7.4%
592 IPAR INTERPARFUMS INC Consumer Defensive 57,645.0 $6.4M 0.03% NEW $111.86 +1.4%
593 KBE SPDR SERIES TRUST 93,708.0 $6.4M 0.03% NEW $68.22 +3.5%
594 USFD US FOODS HLDG CORP Consumer Defensive 62,391.0 $6.4M 0.03% NEW $102.25 +4.6%
595 OKE ONEOK INC NEW Energy 73,242.0 $6.4M 0.03% NEW $86.94 +11.7%
596 OMCL OMNICELL COM Healthcare 153,338.0 $6.4M 0.03% NEW $41.52 -13.4%
597 DUK DUKE ENERGY CORP NEW Utilities 50,244.0 $6.4M 0.03% NEW $126.58 -2.0%
598 NSP INSPERITY INC Industrials 153,871.0 $6.4M 0.03% NEW $41.31 +26.7%
599 WLFC WILLIS LEASE FIN CORP Industrials 27,753.0 $6.3M 0.03% NEW $228.80 -74.9%
600 LEA LEAR CORP Consumer Cyclical 47,334.0 $6.3M 0.03% NEW $134.06 -7.6%
Page 30 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%