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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 37 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CPF CENTRAL PAC FINL CORP Financial Services 127,259.0 $4.9M 0.03% NEW $38.20 -2.9%
722 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 91,074.0 $4.9M 0.03% NEW $53.30 +5.2%
723 FSUN FIRSTSUN CAP BANCORP Financial Services 124,995.0 $4.8M 0.03% NEW $38.78 +2.9%
724 GSK GSK PLC Healthcare 92,346.0 $4.8M 0.03% NEW $52.42 +0.9%
725 SCCO SOUTHERN COPPER CORP Basic Materials 27,767.0 $4.8M 0.03% NEW $174.26 +11.7%
726 SRE SEMPRA Utilities 52,159.0 $4.8M 0.03% NEW $92.71 -7.7%
727 ZUMZ ZUMIEZ INC Consumer Cyclical 271,631.0 $4.8M 0.03% NEW $17.80 +2.7%
728 NOV NOV INC Energy 260,228.0 $4.8M 0.03% NEW $18.55 +11.5%
729 SMCI SUPER MICRO COMPUTER INC Technology 163,837.0 $4.8M 0.03% NEW $29.33 +24.7%
730 FIVN FIVE9 INC Technology 224,825.0 $4.8M 0.03% NEW $21.32 +53.6%
731 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 33,564.0 $4.8M 0.03% NEW $142.41 -10.6%
732 MSCI MSCI INC Financial Services 8,491.0 $4.8M 0.03% NEW $560.04 +0.9%
733 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 176,691.0 $4.7M 0.03% NEW $26.86 +7.0%
734 BIIB BIOGEN INC Healthcare 21,948.0 $4.7M 0.03% NEW $216.06 +2.5%
735 TK TEEKAY CORPORATION LTD Energy 473,932.0 $4.7M 0.03% NEW $10.00 +31.7%
736 THFF FIRST FINANCIAL CORPORATION Financial Services 61,534.0 $4.7M 0.03% NEW $76.88 +2.5%
737 BCC BOISE CASCADE CO DEL Basic Materials 60,570.0 $4.7M 0.03% NEW $77.63 +7.1%
738 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 14,805.0 $4.7M 0.03% NEW $317.53 -5.3%
739 QDEL QUIDELORTHO CORP Healthcare 267,989.0 $4.7M 0.03% NEW $17.52 -21.2%
740 NET CLOUDFLARE INC Technology 19,112.0 $4.7M 0.03% NEW $245.28 +19.1%
Page 37 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%