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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 31 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TBLA TABOOLA.COM LTD Communication Services 1,262,714.0 $6.3M 0.03% NEW $5.00 -23.4%
602 BWZ SPDR SERIES TRUST 236,428.0 $6.3M 0.03% NEW $26.70 +1.8%
603 ASTRANA HEALTH INC 135,779.0 $6.3M 0.03% NEW $46.41
604 PGNY PROGYNY INC Healthcare 218,505.0 $6.3M 0.03% NEW $28.83 -10.8%
605 SGOL ETFS GOLD TR Financial Services 164,705.0 $6.3M 0.03% NEW $38.23 +8.2%
606 VTOL BRISTOW GROUP INC Energy 152,216.0 $6.3M 0.03% NEW $41.32 +11.1%
607 UNILEVER PLC 104,549.0 $6.3M 0.03% NEW $60.12
608 DOLE DOLE PLC Consumer Defensive 455,465.0 $6.2M 0.03% NEW $13.72 -5.8%
609 AMR ALPHA METALLURGICAL RESOUR I Energy 37,830.0 $6.2M 0.03% NEW $164.94 +2.7%
610 BBHY J P MORGAN EXCHANGE TRADED F 135,992.0 $6.2M 0.03% NEW $45.83 -0.2%
611 JAAA JANUS DETROIT STR TR 123,176.0 $6.2M 0.03% NEW $50.49 +0.2%
612 UVE UNIVERSAL INS HLDGS INC Financial Services 149,987.0 $6.2M 0.03% NEW $41.36 +3.7%
613 CRI CARTERS INC Consumer Cyclical 150,584.0 $6.2M 0.03% NEW $41.16 -8.7%
614 NVGS NAVIGATOR HLDGS LTD Energy 332,677.0 $6.2M 0.03% NEW $18.63 +14.7%
615 MSI MOTOROLA SOLUTIONS INC Technology 14,909.0 $6.2M 0.03% NEW $415.29 +13.1%
616 BV BRIGHTVIEW HLDGS INC Industrials 436,743.0 $6.2M 0.03% NEW $14.17 -18.8%
617 YOU CLEAR SECURE INC Technology 110,307.0 $6.1M 0.03% NEW $55.73 -20.0%
618 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 129,537.0 $6.1M 0.03% NEW $47.33 -40.0%
619 AFL AFLAC INC Financial Services 52,111.0 $6.1M 0.03% NEW $117.25 +3.8%
620 STRA STRATEGIC ED INC Consumer Defensive 79,710.0 $6.1M 0.03% NEW $76.62 +7.0%
Page 31 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%