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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 43 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 RCAT RED CAT HLDGS INC Technology 358,352.0 $3.8M 0.02% NEW $10.65 -8.3%
842 NX QUANEX BLDG PRODS CORP Industrials 204,721.0 $3.8M 0.02% NEW $18.62 +9.3%
843 NBTB NBT BANCORP INC Financial Services 77,153.0 $3.8M 0.02% NEW $49.37 +4.8%
844 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 90,257.0 $3.8M 0.02% NEW $42.18 +2.3%
845 WTS WATTS WATER TECHNOLOGIES INC Industrials 9,708.0 $3.8M 0.02% NEW $391.45 -5.4%
846 LITE LUMENTUM HLDGS INC Technology 4,399.0 $3.8M 0.02% NEW $858.06 +0.2%
847 TROW PRICE T ROWE GROUP INC Financial Services 32,923.0 $3.7M 0.02% NEW $113.69 -0.5%
848 BBCP CONCRETE PUMPING HLDGS INC Industrials 310,242.0 $3.7M 0.02% NEW $12.05 -25.6%
849 LCID LUCID GROUP INC Consumer Cyclical 557,818.0 $3.7M 0.02% NEW $6.69 -16.2%
850 BFST BUSINESS FIRST BANCSHARES IN Financial Services 121,404.0 $3.7M 0.02% NEW $30.73 +1.0%
851 MTDR MATADOR RES CO Energy 74,906.0 $3.7M 0.02% NEW $49.78 +16.0%
852 VRSN VERISIGN INC Technology 14,785.0 $3.7M 0.02% NEW $251.56 +11.5%
853 TQQQ PROSHARES TR 45,877.0 $3.7M 0.02% NEW $81.00 -12.7%
854 ACWV ISHARES INC 30,850.0 $3.7M 0.02% NEW $120.23 +5.8%
855 EXPD EXPEDITORS INTL WASH INC Industrials 22,726.0 $3.7M 0.02% NEW $162.98 +15.9%
856 D DOMINION ENERGY INC Utilities 54,226.0 $3.7M 0.02% NEW $68.29 -1.5%
857 DPZ DOMINOS PIZZA INC Consumer Cyclical 12,506.0 $3.7M 0.02% NEW $296.04 +14.7%
858 FVAL FIDELITY COVINGTON TRUST 47,384.0 $3.7M 0.02% NEW $77.93 +6.2%
859 SHOP SHOPIFY INC Technology 32,198.0 $3.7M 0.02% NEW $114.18 +30.1%
860 PACK RANPAK HOLDINGS CORP Consumer Cyclical 501,570.0 $3.7M 0.02% NEW $7.31 -30.4%
Page 43 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%