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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 32 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 139,215.0 $6.1M 0.03% NEW $43.75 -1.8%
622 HIG HARTFORD INSURANCE GROUP INC Financial Services 45,840.0 $6.1M 0.03% NEW $132.52 +4.9%
623 BORR DRILLING LTD 1,470,381.0 $6.1M 0.03% NEW $4.13
624 TLN TALEN ENERGY CORP Utilities 15,780.0 $6.1M 0.03% NEW $384.26 -17.3%
625 MTN VAIL RESORTS INC Consumer Cyclical 44,401.0 $6.0M 0.03% NEW $136.15 +10.0%
626 ECL ECOLAB INC Basic Materials 21,611.0 $6.0M 0.03% NEW $278.61 +0.5%
627 ASIX ADVANSIX INC Basic Materials 302,687.0 $6.0M 0.03% NEW $19.88 -16.7%
628 REX REX AMERICAN RES CORP Basic Materials 133,235.0 $6.0M 0.03% NEW $45.15 -2.3%
629 DLTR DOLLAR TREE INC Consumer Defensive 49,670.0 $6.0M 0.03% NEW $120.95 +7.9%
630 A AGILENT TECHNOLOGIES INC Healthcare 45,202.0 $6.0M 0.03% NEW $132.83 +11.8%
631 CVNA CARVANA CO Consumer Cyclical 90,630.0 $6.0M 0.03% NEW $65.82 -1.2%
632 UFCS UNITED FIRE GROUP INC Financial Services 113,184.0 $5.9M 0.03% NEW $52.44 +2.3%
633 BUNGE GLOBAL SA 55,452.0 $5.9M 0.03% NEW $106.73
634 CIEN CIENA CORP Technology 12,050.0 $5.9M 0.03% NEW $490.56 -17.3%
635 BJRI BJS RESTAURANTS INC Consumer Cyclical 97,007.0 $5.9M 0.03% NEW $60.73 +7.5%
636 BAI BLACKROCK ETF TRUST 111,543.0 $5.9M 0.03% NEW $52.72 -14.3%
637 VVX V2X INC Industrials 78,851.0 $5.9M 0.03% NEW $74.56 +9.3%
638 MGA MAGNA INTL INC Consumer Cyclical 89,519.0 $5.9M 0.03% NEW $65.66 +7.0%
639 SOMNIGROUP INTERNATIONAL INC 74,763.0 $5.9M 0.03% NEW $78.40
640 NBR NABORS INDUSTRIES LTD Energy 69,745.0 $5.9M 0.03% NEW $84.01 +11.7%
Page 32 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%