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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 33 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CROX CROCS INC Consumer Cyclical 48,526.0 $5.9M 0.03% NEW $120.64 +6.6%
642 CALM CAL MAINE FOODS INC Consumer Defensive 72,440.0 $5.8M 0.03% NEW $80.56 +0.8%
643 QVAL EA SERIES TRUST 104,967.0 $5.8M 0.03% NEW $55.45 +9.8%
644 OWL BLUE OWL CAPITAL INC Financial Services 664,138.0 $5.8M 0.03% NEW $8.75 +32.5%
645 SLVM SYLVAMO CORP Basic Materials 153,675.0 $5.8M 0.03% NEW $37.80 -2.3%
646 OSBC OLD SECOND BANCORP INC DEL Financial Services 248,627.0 $5.8M 0.03% NEW $23.32 +10.0%
647 CLSK CLEANSPARK INC Technology 398,400.0 $5.8M 0.03% NEW $14.55 -19.4%
648 EQIX EQUINIX INC Real Estate 5,543.0 $5.8M 0.03% NEW $1042.39 +4.1%
649 OKTA OKTA INC Technology 42,342.0 $5.8M 0.03% NEW $136.45 +5.5%
650 HLX HELIX ENERGY SOLUTIONS GRP I Energy 659,820.0 $5.8M 0.03% NEW $8.74 +18.8%
651 TDOC TELADOC HEALTH INC Healthcare 679,790.0 $5.8M 0.03% NEW $8.48 -23.7%
652 QMOM EA SERIES TRUST 72,997.0 $5.7M 0.03% NEW $78.73 -2.6%
653 GNK GENCO SHIPPING & TRADING LTD Industrials 231,544.0 $5.7M 0.03% NEW $24.78 +5.1%
654 CARR CARRIER GLOBAL CORPORATION Industrials 78,067.0 $5.7M 0.03% NEW $73.35 -16.3%
655 ACWI ISHARES TR 36,380.0 $5.7M 0.03% NEW $156.97 +2.0%
656 BPOP POPULAR INC Financial Services 34,368.0 $5.6M 0.03% NEW $164.18 +7.0%
657 JLL JONES LANG LASALLE INC Real Estate 18,011.0 $5.6M 0.03% NEW $309.95 +19.7%
658 LINE LINEAGE INC Real Estate 129,073.0 $5.6M 0.03% NEW $43.25 -4.3%
659 WCC WESCO INTL INC Industrials 16,080.0 $5.6M 0.03% NEW $345.43 +1.1%
660 OI O-I GLASS INC Consumer Cyclical 576,791.0 $5.6M 0.03% NEW $9.63 -34.0%
Page 33 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%