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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 45 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 56,683.0 $3.5M 0.02% NEW $62.22 -31.6%
882 BDX BECTON DICKINSON & CO Healthcare 23,220.0 $3.5M 0.02% NEW $151.33 +26.9%
883 SMBC SOUTHERN MO BANCORP INC Financial Services 46,088.0 $3.5M 0.02% NEW $76.21 -2.4%
884 RSG REPUBLIC SVCS INC Industrials 16,456.0 $3.5M 0.02% NEW $213.08 +3.6%
885 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 31,313.0 $3.5M 0.02% NEW $111.79 -6.1%
886 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 13,253.0 $3.5M 0.02% NEW $261.37 +30.8%
887 GLNG GOLAR LNG LTD Energy 69,447.0 $3.5M 0.02% NEW $49.84 +4.3%
888 PATH UIPATH INC Technology 317,733.0 $3.5M 0.02% NEW $10.87 +50.8%
889 ICLR ICON PUB LTD CO Healthcare 19,738.0 $3.4M 0.02% NEW $173.71 -0.9%
890 XMTR XOMETRY INC Industrials 35,489.0 $3.4M 0.02% NEW $96.52 -13.4%
891 EWBC EAST WEST BANCORP INC Financial Services 26,533.0 $3.4M 0.02% NEW $129.09 +0.7%
892 SRPT SAREPTA THERAPEUTICS INC Healthcare 190,586.0 $3.4M 0.02% NEW $17.97 +4.6%
893 CSTL CASTLE BIOSCIENCES INC Healthcare 142,338.0 $3.4M 0.02% NEW $23.85 +43.4%
894 FAST FASTENAL CO Industrials 70,474.0 $3.4M 0.02% NEW $48.03 +6.7%
895 HLI HOULIHAN LOKEY INC Financial Services 25,202.0 $3.4M 0.02% NEW $134.13 -3.8%
896 LW LAMB WESTON HLDGS INC Consumer Defensive 78,254.0 $3.4M 0.02% NEW $43.18 +24.3%
897 TILE INTERFACE INC Consumer Cyclical 93,960.0 $3.4M 0.02% NEW $35.84 +8.6%
898 FMNB FARMERS NATIONAL BANC CORP Financial Services 229,725.0 $3.4M 0.02% NEW $14.60 +7.5%
899 BLDR BUILDERS FIRSTSOURCE INC Industrials 37,453.0 $3.4M 0.02% NEW $89.48 -21.5%
900 BSRR SIERRA BANCORP Financial Services 82,101.0 $3.3M 0.02% NEW $40.76 -2.1%
Page 45 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 29.2%
Financial Services 14.1%
Consumer Cyclical 11.6%
Industrials 10.6%
Healthcare 8.9%
Energy 8.6%
Communication Services 6.1%
Consumer Defensive 4.3%
Basic Materials 3.3%
Utilities 2.4%