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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 53 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 LXFR LUXFER HLDGS PLC Industrials 146,473.0 $2.6M 0.01% NEW $18.04 -4.7%
1042 RBLX ROBLOX CORP Technology 48,565.0 $2.6M 0.01% NEW $54.38 -29.4%
1043 HEICO CORP NEW 10,245.0 $2.6M 0.01% NEW $257.78
1044 GDDY GODADDY INC Technology 31,093.0 $2.6M 0.01% NEW $84.88 +14.4%
1045 AVEM AMERICAN CENTY ETF TR 27,231.0 $2.6M 0.01% NEW $96.49 -2.3%
1046 VTRS VIATRIS INC Healthcare 164,982.0 $2.6M 0.01% NEW $15.88 +2.8%
1047 SNOW SNOWFLAKE INC Technology 10,276.0 $2.6M 0.01% NEW $254.50 +30.8%
1048 DOV DOVER CORP Industrials 11,646.0 $2.6M 0.01% NEW $224.28 -10.0%
1049 FITB FIFTH THIRD BANCORP Financial Services 46,299.0 $2.6M 0.01% NEW $56.37 -2.7%
1050 SMC SUMMIT MIDSTREAM CORPORATION Energy 91,553.0 $2.6M 0.01% NEW $28.48 +19.8%
1051 PB PROSPERITY BANCSHARES INC Financial Services 35,532.0 $2.6M 0.01% NEW $73.03 -0.4%
1052 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 33,835.0 $2.6M 0.01% NEW $76.40 +5.1%
1053 MBUU MALIBU BOATS INC Consumer Cyclical 94,144.0 $2.6M 0.01% NEW $27.43 +7.5%
1054 ADTRAN HOLDINGS INC 184,606.0 $2.6M 0.01% NEW $13.90
1055 VUSB VANGUARD BD INDEX FDS 51,645.0 $2.6M 0.01% NEW $49.61 +0.3%
1056 XEL XCEL ENERGY INC Utilities 31,850.0 $2.6M 0.01% NEW $80.30 -5.0%
1057 BYD BOYD GAMING CORP Consumer Cyclical 28,946.0 $2.6M 0.01% NEW $88.33 -8.5%
1058 VB VANGUARD INDEX FDS 8,415.0 $2.6M 0.01% NEW $303.12 +0.5%
1059 INGR INGREDION INC Consumer Defensive 27,141.0 $2.5M 0.01% NEW $93.89 +13.8%
1060 EFX EQUIFAX INC Industrials 15,945.0 $2.5M 0.01% NEW $158.72 +21.4%
Page 53 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%