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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 4 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EOG EOG RES INC Energy 398,969.0 $51.8M 0.27% NEW $129.73 +12.7%
62 STIP ISHARES TR 512,062.0 $51.7M 0.27% NEW $101.02 -0.3%
63 UMC UNITED MICROELECTRONICS CORP Technology 1,891,076.0 $51.5M 0.27% NEW $27.21 -28.2%
64 SNDK SANDISK CORP Technology 22,599.0 $51.4M 0.27% NEW $2273.73 -21.4%
65 COP CONOCOPHILLIPS Energy 493,005.0 $51.3M 0.27% NEW $103.96 +22.7%
66 ABBV ABBVIE INC Healthcare 202,359.0 $50.9M 0.27% NEW $251.64 -0.5%
67 WMT WALMART INC Consumer Defensive 445,557.0 $50.5M 0.27% NEW $113.26 +0.9%
68 THC TENET HEALTHCARE CORP Healthcare 269,440.0 $50.4M 0.27% NEW $187.08 +41.4%
69 FORTINET INC 327,582.0 $50.3M 0.27% NEW $153.62
70 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 461,938.0 $50.1M 0.26% NEW $108.35 +2.7%
71 ASCENDIS PHARMA A/S 187,271.0 $49.9M 0.26% NEW $266.72
72 MPWR MONOLITHIC PWR SYS INC Technology 35,700.0 $49.4M 0.26% NEW $1382.36 +2.4%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 1,165,380.0 $49.3M 0.26% NEW $42.34 +13.5%
74 HD HOME DEPOT INC Consumer Cyclical 133,854.0 $47.2M 0.25% NEW $352.68 -4.2%
75 KO COCA COLA CO Consumer Defensive 567,041.0 $46.1M 0.24% NEW $81.27 +7.0%
76 AVES AMERICAN CENTY ETF TR 695,217.0 $45.6M 0.24% NEW $65.60 +0.5%
77 IVV ISHARES TR 60,679.0 $45.4M 0.24% NEW $748.89 +3.7%
78 DELL DELL TECHNOLOGIES INC Technology 101,980.0 $44.0M 0.23% NEW $431.46 +11.2%
79 JBL JABIL INC Technology 112,646.0 $43.4M 0.23% NEW $385.48 -4.0%
80 RTX RTX CORPORATION Industrials 226,939.0 $43.1M 0.23% NEW $189.73 +16.8%
Page 4 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%