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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 51 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 TWI TITAN INTL INC ILL Industrials 370,595.0 $2.9M 0.01% NEW $7.71 -7.3%
1002 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 45,157.0 $2.9M 0.01% NEW $63.17 +8.7%
1003 NEXT NEXTDECADE CORP Energy 378,254.0 $2.9M 0.01% NEW $7.54 -5.6%
1004 EL LAUDER ESTEE COS INC Consumer Defensive 36,080.0 $2.8M 0.01% NEW $78.95 +29.1%
1005 TBT PROSHARES TR 81,472.0 $2.8M 0.01% NEW $34.94 +10.2%
1006 MTW MANITOWOC CO INC Industrials 204,534.0 $2.8M 0.01% NEW $13.89 +41.7%
1007 USMV ISHARES TR 29,306.0 $2.8M 0.01% NEW $96.46 +4.9%
1008 MUSA MURPHY USA INC Consumer Cyclical 5,234.0 $2.8M 0.01% NEW $538.87 +5.7%
1009 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 34,425.0 $2.8M 0.01% NEW $81.16 -10.5%
1010 CORPAY INC 8,381.0 $2.8M 0.01% NEW $333.27
1011 DBX DROPBOX INC Technology 101,275.0 $2.8M 0.01% NEW $27.47 +25.5%
1012 CBRE CBRE GROUP INC Real Estate 20,609.0 $2.8M 0.01% NEW $134.69 +12.9%
1013 TCBX THIRD COAST BANCSHARES INC Financial Services 68,596.0 $2.8M 0.01% NEW $40.40 +12.6%
1014 IYZ ISHARES TR 65,346.0 $2.8M 0.01% NEW $42.31 +1.7%
1015 TITN TITAN MACHY INC Industrials 130,331.0 $2.8M 0.01% NEW $21.12 -4.5%
1016 IT GARTNER INC Technology 21,186.0 $2.7M 0.01% NEW $129.62 +51.1%
1017 SPACE EXPLORATION TECHN CORP 16,067.0 $2.7M 0.01% NEW $170.86
1018 BHB BAR HBR BANKSHARES Financial Services 72,312.0 $2.7M 0.01% NEW $37.76 +5.0%
1019 ED CONSOLIDATED EDISON INC Utilities 24,674.0 $2.7M 0.01% NEW $110.63 -3.9%
1020 SPYG SPDR SERIES TRUST 22,863.0 $2.7M 0.01% NEW $118.99 +1.0%
Page 51 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%