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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 61 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 QEFA SPDR INDEX SHS FDS 20,560.0 $2.0M 0.01% NEW $96.02 +6.0%
1202 MHO M/I HOMES INC Consumer Cyclical 12,247.0 $2.0M 0.01% NEW $160.79 -5.8%
1203 L LOEWS CORP Financial Services 17,364.0 $2.0M 0.01% NEW $113.21 -2.3%
1204 AMCX AMC GLOBAL MEDIA INC Communication Services 195,817.0 $2.0M 0.01% NEW $9.98 +24.0%
1205 DOW DOW HLDGS INC Basic Materials 71,195.0 $1.9M 0.01% NEW $27.36 +21.5%
1206 NDSN NORDSON CORP Industrials 6,450.0 $1.9M 0.01% NEW $301.69 +10.6%
1207 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 17,001.0 $1.9M 0.01% NEW $114.41 -15.7%
1208 SM SM ENERGY COMPANY Energy 74,383.0 $1.9M 0.01% NEW $26.10 +41.8%
1209 TW TRADEWEB MKTS INC Financial Services 19,480.0 $1.9M 0.01% NEW $99.66 +7.0%
1210 ROL ROLLINS INC Consumer Cyclical 46,454.0 $1.9M 0.01% NEW $41.74 -10.9%
1211 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 23,002.0 $1.9M 0.01% NEW $84.21 -10.7%
1212 VGT VANGUARD WORLD FD 16,054.0 $1.9M 0.01% NEW $119.52 -1.3%
1213 CSL CARLISLE COS INC Industrials 5,277.0 $1.9M 0.01% NEW $362.75 +2.0%
1214 BKH BLACK HILLS CORP Utilities 25,712.0 $1.9M 0.01% NEW $74.40 -3.2%
1215 CRMD CORMEDIX INC Healthcare 243,232.0 $1.9M 0.01% NEW $7.85 +5.2%
1216 DFUV DIMENSIONAL ETF TRUST 34,672.0 $1.9M 0.01% NEW $55.01 +4.5%
1217 BRO BROWN & BROWN INC Financial Services 29,545.0 $1.9M 0.01% NEW $64.15 +14.3%
1218 BWFG BANKWELL FINL GROUP INC Financial Services 32,191.0 $1.9M 0.01% NEW $58.75 +12.2%
1219 DUOL DUOLINGO INC Technology 16,438.0 $1.9M 0.01% NEW $115.02 +27.0%
1220 PENG PENGUIN SOLUTIONS INC Technology 24,852.0 $1.9M 0.01% NEW $76.01 -33.8%
Page 61 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%