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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 39 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 J P MORGAN EXCHANGE TRADED F 61,622.0 $4.5M 0.02% NEW $72.28
762 SPHY SPDR SERIES TRUST 190,460.0 $4.4M 0.02% NEW $23.30 +0.0%
763 DDOG DATADOG INC Technology 17,012.0 $4.4M 0.02% NEW $260.36 -10.3%
764 MRNA MODERNA INC Healthcare 63,142.0 $4.4M 0.02% NEW $70.03 +149.0%
765 PVH PVH CORPORATION Consumer Cyclical 59,504.0 $4.4M 0.02% NEW $74.26 +6.4%
766 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 127,249.0 $4.4M 0.02% NEW $34.53 +23.1%
767 MEC MAYVILLE ENGR CO INC Industrials 116,570.0 $4.4M 0.02% NEW $37.46 -39.7%
768 WGO WINNEBAGO INDS INC Consumer Cyclical 139,665.0 $4.4M 0.02% NEW $31.24 +5.2%
769 MTD METTLER TOLEDO INTERNATIONAL Healthcare 3,413.0 $4.4M 0.02% NEW $1277.51 +11.6%
770 THRM GENTHERM INC Consumer Cyclical 127,821.0 $4.4M 0.02% NEW $34.11 +22.0%
771 VOD VODAFONE GROUP PLC Communication Services 329,156.0 $4.4M 0.02% NEW $13.22 +22.3%
772 STRATEGY INC 73,870.0 $4.3M 0.02% NEW $58.82
773 APOS APOLLO GLOBAL MGMT INC Financial Services 36,692.0 $4.3M 0.02% NEW $118.31 -78.4%
774 ACDC PROFRAC HLDG CORP Energy 743,818.0 $4.3M 0.02% NEW $5.81 -19.1%
775 EMN EASTMAN CHEM CO Basic Materials 64,458.0 $4.3M 0.02% NEW $66.98 +12.2%
776 TRST TRUSTCO BK CORP N Y Financial Services 77,872.0 $4.3M 0.02% NEW $54.91 +2.9%
777 FISI FINANCIAL INSTITUTIONS INC Financial Services 109,154.0 $4.3M 0.02% NEW $38.97 +5.0%
778 GRID FIRST TR EXCHANGE-TRADED FD 22,174.0 $4.3M 0.02% NEW $191.75 -4.7%
779 GSBC GREAT SOUTHN BANCORP INC Financial Services 54,040.0 $4.2M 0.02% NEW $78.41 +0.2%
780 FET FORUM ENERGY TECHNOLOGIES IN Energy 84,244.0 $4.2M 0.02% NEW $50.23 +62.1%
Page 39 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%