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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 40 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 162,183.0 $4.2M 0.02% NEW $26.08 +27.8%
782 NU NU HLDGS LTD Financial Services 316,512.0 $4.2M 0.02% NEW $13.36 +6.5%
783 PAAS PAN AMERN SILVER CORP Basic Materials 94,329.0 $4.2M 0.02% NEW $44.79 +15.3%
784 AMTB AMERANT BANCORP INC Financial Services 164,730.0 $4.2M 0.02% NEW $25.52 +11.4%
785 SHBI SHORE BANCSHARES INC Financial Services 183,176.0 $4.2M 0.02% NEW $22.95 +0.4%
786 TSN TYSON FOODS INC Consumer Defensive 73,350.0 $4.2M 0.02% NEW $57.25 +2.7%
787 BZH BEAZER HOMES USA INC Consumer Cyclical 149,317.0 $4.2M 0.02% NEW $28.05 +18.2%
788 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 246,867.0 $4.2M 0.02% NEW $16.96 -9.8%
789 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 114,538.0 $4.2M 0.02% NEW $36.41 +5.2%
790 XLV SELECT SECTOR SPDR TR 26,139.0 $4.1M 0.02% NEW $158.66 +9.6%
791 GL GLOBE LIFE INC Financial Services 23,134.0 $4.1M 0.02% NEW $178.68 -3.9%
792 TWLO TWILIO INC Communication Services 20,019.0 $4.1M 0.02% NEW $206.33 +6.0%
793 COHR COHERENT CORP Technology 10,437.0 $4.1M 0.02% NEW $394.47 -27.4%
794 HOMETRUST BANCSHARES INC 82,151.0 $4.1M 0.02% NEW $49.89
795 HZO MARINEMAX INC Consumer Cyclical 111,769.0 $4.1M 0.02% NEW $36.62 +42.3%
796 SMBK SMARTFINANCIAL INC Financial Services 86,995.0 $4.1M 0.02% NEW $46.92 +8.1%
797 TDW TIDEWATER INC NEW Energy 61,172.0 $4.1M 0.02% NEW $66.63 +43.0%
798 FLNC FLUENCE ENERGY INC Utilities 204,866.0 $4.1M 0.02% NEW $19.88 -43.9%
799 CAC CAMDEN NATL CORP Financial Services 74,993.0 $4.1M 0.02% NEW $54.22 +3.8%
800 MOV MOVADO GROUP INC Consumer Cyclical 103,365.0 $4.1M 0.02% NEW $39.31 -10.6%
Page 40 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%