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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 59 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 SIL GLOBAL X FDS 27,272.0 $2.1M 0.01% NEW $77.46 +28.9%
1162 GFS GLOBALFOUNDRIES INC Technology 25,623.0 $2.1M 0.01% NEW $82.41 -42.1%
1163 SN SHARKNINJA INC Consumer Cyclical 13,822.0 $2.1M 0.01% NEW $152.27 +18.6%
1164 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 94,027.0 $2.1M 0.01% NEW $22.34 +4.8%
1165 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 10,446.0 $2.1M 0.01% NEW $201.08 +7.0%
1166 RPAY REPAY HLDGS CORP Technology 498,979.0 $2.1M 0.01% NEW $4.20 -5.5%
1167 PAVE GLOBAL X FDS 35,503.0 $2.1M 0.01% NEW $58.92 -4.2%
1168 BWB BRIDGEWATER BANCSHARES INC Financial Services 99,128.0 $2.1M 0.01% NEW $21.04 +2.4%
1169 ISTR INVESTAR HOLDING CORP Financial Services 69,612.0 $2.1M 0.01% NEW $29.96 +1.1%
1170 ARM ARM HOLDINGS PLC Technology 5,870.0 $2.1M 0.01% NEW $354.57 -31.3%
1171 LYG LLOYDS BANKING GROUP PLC Financial Services 356,236.0 $2.1M 0.01% NEW $5.83 +3.4%
1172 JBI JANUS INTERNATIONAL GROUP IN Industrials 373,924.0 $2.1M 0.01% NEW $5.55 -6.8%
1173 STM STMICROELECTRONICS N V Technology 27,575.0 $2.1M 0.01% NEW $74.89 -32.4%
1174 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 68,907.0 $2.1M 0.01% NEW $29.93 +11.9%
1175 IWF ISHARES TR 16,599.0 $2.1M 0.01% NEW $124.17 -1.5%
1176 VHI VALHI INC NEW Basic Materials 140,076.0 $2.1M 0.01% NEW $14.67 +14.2%
1177 UPWK UPWORK INC Industrials 245,379.0 $2.1M 0.01% NEW $8.36 +3.3%
1178 WSC WILLSCOT HLDGS CORP Industrials 70,946.0 $2.0M 0.01% NEW $28.86 -24.1%
1179 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 56,504.0 $2.0M 0.01% NEW $36.20 -24.8%
1180 BROWN FORMAN CORP 76,544.0 $2.0M 0.01% NEW $26.65
Page 59 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%