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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 49 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 LUV SOUTHWEST AIRLS CO Industrials 59,310.0 $3.0M 0.02% NEW $51.42 -21.7%
962 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 42,391.0 $3.0M 0.02% NEW $71.74 +1.0%
963 CHD CHURCH & DWIGHT CO INC Consumer Defensive 31,319.0 $3.0M 0.02% NEW $96.88 +1.2%
964 HUBS HUBSPOT INC Technology 16,593.0 $3.0M 0.02% NEW $182.51 +32.9%
965 ILMN ILLUMINA INC Healthcare 17,191.0 $3.0M 0.02% NEW $175.83 +22.3%
966 LH LABCORP HOLDINGS INC Healthcare 10,788.0 $3.0M 0.02% NEW $280.00 +19.7%
967 SKYWARD SPECIALTY INS GROUP 51,722.0 $3.0M 0.02% NEW $58.35
968 FIS FIDELITY NATL INFORMATION SV Technology 77,587.0 $3.0M 0.02% NEW $38.88 +7.2%
969 TD TORONTO DOMINION BK ONT Financial Services 24,835.0 $3.0M 0.02% NEW $121.43 -3.7%
970 ASC ARDMORE SHIPPING CORP Industrials 213,740.0 $3.0M 0.02% NEW $14.01 +33.4%
971 WASH WASHINGTON TR BANCORP INC Financial Services 83,331.0 $3.0M 0.02% NEW $35.92 +9.5%
972 AMERICAN COASTAL INS CORP 269,533.0 $3.0M 0.02% NEW $11.10
973 SPOT SPOTIFY TECHNOLOGY S A Communication Services 6,498.0 $3.0M 0.02% NEW $459.13 +17.5%
974 XHLF BONDBLOXX ETF TRUST 59,380.0 $3.0M 0.02% NEW $50.15 +0.2%
975 GSM FERROGLOBE PLC Basic Materials 936,327.0 $3.0M 0.02% NEW $3.18 +26.9%
976 MNRO MONRO INC Consumer Cyclical 173,998.0 $3.0M 0.02% NEW $17.11 -28.5%
977 XLY SELECT SECTOR SPDR TR 25,307.0 $3.0M 0.02% NEW $117.28 +0.8%
978 IEF ISHARES TR 31,387.0 $3.0M 0.02% NEW $94.25 -1.5%
979 CACI CACI INTL INC Technology 6,385.0 $3.0M 0.02% NEW $463.26 +40.2%
980 STRL STERLING INFRASTRUCTURE INC Industrials 3,524.0 $3.0M 0.02% NEW $839.36 -38.8%
Page 49 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%