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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 62 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 GCT GIGACLOUD TECHNOLOGY INC Technology 59,752.0 $1.9M 0.01% NEW $31.60 +57.8%
1222 CAL CALERES INC Consumer Cyclical 152,181.0 $1.9M 0.01% NEW $12.37 +4.2%
1223 SLV ISHARES SILVER TR Financial Services 35,131.0 $1.9M 0.01% NEW $53.47 +15.3%
1224 DHT DHT HOLDINGS INC Energy 113,574.0 $1.9M 0.01% NEW $16.53 +19.8%
1225 XRX XEROX HOLDINGS CORP Technology 599,444.0 $1.9M 0.01% NEW $3.13 -9.3%
1226 IRM IRON MTN INC DEL Real Estate 14,840.0 $1.9M 0.01% NEW $126.31 -2.7%
1227 SD SANDRIDGE ENERGY INC Energy 136,761.0 $1.9M 0.01% NEW $13.70 +4.7%
1228 IBCP INDEPENDENT BK CORP MICH Financial Services 51,572.0 $1.9M 0.01% NEW $36.07 +3.3%
1229 SEABRIDGE GOLD INC 71,956.0 $1.9M 0.01% NEW $25.74
1230 SNAP SNAP INC Communication Services 416,866.0 $1.9M 0.01% NEW $4.44 +17.3%
1231 HESM HESS MIDSTREAM LP Energy 49,211.0 $1.9M 0.01% NEW $37.60 +4.0%
1232 BMBL BUMBLE INC Technology 577,414.0 $1.8M 0.01% NEW $3.20 -12.5%
1233 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 29,766.0 $1.8M 0.01% NEW $61.82 -3.8%
1234 IMPERIAL PETE INC 398,562.0 $1.8M 0.01% NEW $4.61
1235 GTN GRAY MEDIA INC Communication Services 462,801.0 $1.8M 0.01% NEW $3.97 +23.7%
1236 CRK COMSTOCK RES INC Energy 122,868.0 $1.8M 0.01% NEW $14.92 -7.4%
1237 OPCH OPTION CARE HEALTH INC Healthcare 87,208.0 $1.8M 0.01% NEW $20.97 +12.0%
1238 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,158.0 $1.8M 0.01% NEW $576.70 -8.9%
1239 VSS VANGUARD INTL EQUITY INDEX F 11,774.0 $1.8M 0.01% NEW $154.29 +3.3%
1240 ORRF ORRSTOWN FINL SVCS INC Financial Services 44,329.0 $1.8M 0.01% NEW $40.83 +3.1%
Page 62 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%