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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 34 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HSY HERSHEY CO Consumer Defensive 31,569.0 $5.5M 0.03% NEW $175.45 +4.6%
662 SCSC SCANSOURCE INC Technology 105,907.0 $5.5M 0.03% NEW $52.09 +0.4%
663 NAT NORDIC AMERICAN TANKERS LIMI Industrials 995,365.0 $5.5M 0.03% NEW $5.54 +25.1%
664 ES EVERSOURCE ENERGY Utilities 76,205.0 $5.5M 0.03% NEW $72.27 -0.1%
665 FMBH FIRST MID BANCSHARES INC Financial Services 114,413.0 $5.5M 0.03% NEW $48.09 +7.0%
666 SMP STANDARD MTR PRODS INC Consumer Cyclical 140,938.0 $5.5M 0.03% NEW $38.97 -0.2%
667 NEBIUS GROUP N.V. 19,881.0 $5.5M 0.03% NEW $276.17
668 TOST TOAST INC Technology 197,023.0 $5.5M 0.03% NEW $27.82 +25.6%
669 PRGO PERRIGO CO PLC Healthcare 526,659.0 $5.5M 0.03% NEW $10.39 +24.8%
670 NSC NORFOLK SOUTHN CORP Industrials 17,375.0 $5.5M 0.03% NEW $314.59 +7.7%
671 LPLA LPL FINL HLDGS INC Financial Services 19,405.0 $5.5M 0.03% NEW $281.68 +30.9%
672 AMN AMN HEALTHCARE SVCS INC Healthcare 168,798.0 $5.5M 0.03% NEW $32.37 +6.7%
673 WRLD WORLD ACCEP CORPORATION Financial Services 24,298.0 $5.4M 0.03% NEW $223.83 -15.5%
674 OII OCEANEERING INTL INC Energy 134,103.0 $5.4M 0.03% NEW $40.52 +31.0%
675 WBD WARNER BROS DISCOVERY INC Communication Services 203,712.0 $5.4M 0.03% NEW $26.66 +6.8%
676 ARDT ARDENT HEALTH INC Healthcare 551,293.0 $5.4M 0.03% NEW $9.84 +11.1%
677 HTLD HEARTLAND EXPRESS INC Industrials 356,418.0 $5.4M 0.03% NEW $15.22 -16.2%
678 MCHP MICROCHIP TECHNOLOGY INC. Technology 58,991.0 $5.4M 0.03% NEW $91.20 -14.3%
679 EIG EMPLOYERS HLDGS INC Financial Services 105,867.0 $5.3M 0.03% NEW $50.48 -4.1%
680 SATS ECHOSTAR CORP Technology 52,395.0 $5.3M 0.03% NEW $101.50 -14.3%
Page 34 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%