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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 38 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ODDITY TECH LTD 309,587.0 $4.7M 0.03% NEW $15.13
742 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 362,916.0 $4.7M 0.03% NEW $12.89 -3.1%
743 CART MAPLEBEAR INC Consumer Cyclical 98,749.0 $4.7M 0.03% NEW $47.35 +7.0%
744 ARKO ARKO CORP Consumer Cyclical 581,717.0 $4.7M 0.03% NEW $8.03 -41.5%
745 CLVT CLARIVATE PLC Technology 2,147,666.0 $4.6M 0.02% NEW $2.16 -5.6%
746 KOP KOPPERS HOLDINGS INC Basic Materials 102,787.0 $4.6M 0.02% NEW $44.90 +0.0%
747 FLR FLUOR CORP Industrials 87,840.0 $4.6M 0.02% NEW $52.39 +3.2%
748 EQBK EQUITY BANCSHARES INC Financial Services 93,761.0 $4.6M 0.02% NEW $48.99 +1.8%
749 ENTERGY CORP NEW 39,964.0 $4.6M 0.02% NEW $114.86
750 RKLB ROCKET LAB CORP Industrials 45,133.0 $4.6M 0.02% NEW $101.65 -25.4%
751 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 487,015.0 $4.6M 0.02% NEW $9.39 +19.0%
752 HAFC HANMI FINL CORP Financial Services 140,554.0 $4.6M 0.02% NEW $32.40 -3.9%
753 CNQ CANADIAN NAT RES LTD MED TER Energy 115,276.0 $4.6M 0.02% NEW $39.50 +25.3%
754 GLDM WORLD GOLD TR Financial Services 57,160.0 $4.5M 0.02% NEW $79.42 +12.4%
755 EPAM EPAM SYS INC Technology 57,139.0 $4.5M 0.02% NEW $79.35 +35.3%
756 PRU PRUDENTIAL FINL INC Financial Services 41,927.0 $4.5M 0.02% NEW $107.93 +13.2%
757 MATX MATSON INC Industrials 23,365.0 $4.5M 0.02% NEW $192.23 +13.5%
758 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 36,285.0 $4.5M 0.02% NEW $123.11 +27.7%
759 SB SAFE BULKERS INC Industrials 706,483.0 $4.5M 0.02% NEW $6.31 +29.5%
760 FLRN SPDR SERIES TRUST 144,892.0 $4.5M 0.02% NEW $30.74 +0.2%
Page 38 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%