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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 58 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 JHMM JOHN HANCOCK EXCHANGE TRADED 29,461.0 $2.2M 0.01% NEW $74.96 +1.3%
1142 MTX MINERALS TECHNOLOGIES INC Basic Materials 29,833.0 $2.2M 0.01% NEW $73.97 -3.8%
1143 MTH MERITAGE HOMES CORP Consumer Cyclical 26,316.0 $2.2M 0.01% NEW $83.85 -14.5%
1144 CTBI COMMUNITY TR BANCORP INC Financial Services 30,448.0 $2.2M 0.01% NEW $72.36 +5.7%
1145 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 30,171.0 $2.2M 0.01% NEW $72.98 +7.9%
1146 DBI DESIGNER BRANDS INC Consumer Cyclical 377,631.0 $2.2M 0.01% NEW $5.83 -1.4%
1147 BLKB BLACKBAUD INC Technology 73,945.0 $2.2M 0.01% NEW $29.62 +60.4%
1148 DXC DXC TECHNOLOGY CO Technology 247,291.0 $2.2M 0.01% NEW $8.85 +22.0%
1149 STRT STRATTEC SEC CORP Consumer Cyclical 26,702.0 $2.2M 0.01% NEW $81.45 +0.4%
1150 CMCL CALEDONIA MNG CORP Basic Materials 113,837.0 $2.2M 0.01% NEW $19.10 +29.6%
1151 STNE STONECO LTD Technology 198,870.0 $2.2M 0.01% NEW $10.84 -13.7%
1152 CPRX CATALYST PHARMACEUTICALS INC Healthcare 68,536.0 $2.2M 0.01% NEW $31.43 +0.2%
1153 EWT ISHARES INC 19,827.0 $2.2M 0.01% NEW $108.61 -4.0%
1154 WY WEYERHAEUSER CO Real Estate 89,514.0 $2.1M 0.01% NEW $23.94 +2.1%
1155 NC NACCO INDS INC Energy 42,797.0 $2.1M 0.01% NEW $50.05 -17.8%
1156 MATIV HOLDINGS INC 281,893.0 $2.1M 0.01% NEW $7.57
1157 IXUS ISHARES TR 22,253.0 $2.1M 0.01% NEW $95.44 +2.6%
1158 APG API GROUP CORP Industrials 50,116.0 $2.1M 0.01% NEW $42.35 -2.8%
1159 CENX CENTURY ALUM CO Basic Materials 46,031.0 $2.1M 0.01% NEW $46.01 -4.5%
1160 WEYS WEYCO GROUP INC Consumer Cyclical 53,793.0 $2.1M 0.01% NEW $39.33 +14.0%
Page 58 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%