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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 63 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 CQP CHENIERE ENERGY PARTNERS L P Energy 29,433.0 $1.8M 0.01% NEW $60.95 +12.7%
1242 FSBW FS BANCORP INC Financial Services 41,313.0 $1.8M 0.01% NEW $43.40 -1.8%
1243 PBYI PUMA BIOTECHNOLOGY INC Healthcare 220,316.0 $1.8M 0.01% NEW $8.11 +12.3%
1244 SFST SOUTHERN FIRST BANCSHARES Financial Services 29,227.0 $1.8M 0.01% NEW $61.10 +2.8%
1245 PBR PETROLEO BRASILEIRO S A Energy 110,410.0 $1.8M 0.01% NEW $16.16 +17.6%
1246 MBWM MERCANTILE BK CORP Financial Services 30,969.0 $1.8M 0.01% NEW $57.42 +4.1%
1247 VSNT VERSANT MEDIA GROUP INC Industrials 49,834.0 $1.8M 0.01% NEW $35.63 +8.4%
1248 TKO TKO GROUP HOLDINGS INC Communication Services 8,809.0 $1.8M 0.01% NEW $201.31 -2.9%
1249 KGC KINROSS GOLD CORP Basic Materials 74,827.0 $1.8M 0.01% NEW $23.62 +33.1%
1250 J JACOBS SOLUTIONS INC Industrials 14,007.0 $1.8M 0.01% NEW $126.00 +17.4%
1251 SPYV SPDR SERIES TRUST 28,982.0 $1.8M 0.01% NEW $60.79 +4.0%
1252 AMRC AMERESCO INC Industrials 63,769.0 $1.8M 0.01% NEW $27.60 -19.6%
1253 MKL MARKEL GROUP INC Financial Services 900.0 $1.8M 0.01% NEW $1953.01 -8.4%
1254 THG HANOVER INS GROUP INC Financial Services 8,202.0 $1.8M 0.01% NEW $214.12 +4.2%
1255 OSIS OSI SYSTEMS INC Technology 8,010.0 $1.8M 0.01% NEW $218.70 -0.3%
1256 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 27,288.0 $1.7M 0.01% NEW $64.01 +15.7%
1257 WMG WARNER MUSIC GROUP CORP Communication Services 63,656.0 $1.7M 0.01% NEW $27.07 +0.1%
1258 KHC KRAFT HEINZ CO Consumer Defensive 72,940.0 $1.7M 0.01% NEW $23.62 +8.3%
1259 ARES ARES MANAGEMENT CORPORATION Financial Services 15,471.0 $1.7M 0.01% NEW $111.31 +26.0%
1260 SPTL SPDR SERIES TRUST 65,860.0 $1.7M 0.01% NEW $26.14 -3.7%
Page 63 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%