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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 66 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 BBJP J P MORGAN EXCHANGE TRADED F 20,908.0 $1.6M 0.01% NEW $75.31 +1.1%
1302 PAL PROFICIENT AUTO LOGISTICS IN Industrials 230,911.0 $1.6M 0.01% NEW $6.81 -20.7%
1303 COFS CHOICEONE FINANCIA Financial Services 46,209.0 $1.6M 0.01% NEW $34.00 -2.6%
1304 CBAN COLONY BANKCORP INC Financial Services 78,113.0 $1.6M 0.01% NEW $20.09 +5.8%
1305 INGERSOLL RAND INC 19,091.0 $1.6M 0.01% NEW $81.99
1306 EXR EXTRA SPACE STORAGE INC Real Estate 10,752.0 $1.6M 0.01% NEW $145.30 +1.8%
1307 LECO LINCOLN ELEC HLDGS INC Industrials 5,878.0 $1.6M 0.01% NEW $265.51 +4.2%
1308 VYM VANGUARD WHITEHALL FDS 9,874.0 $1.6M 0.01% NEW $158.03 +4.6%
1309 CNP CENTERPOINT ENERGY INC Utilities 35,403.0 $1.6M 0.01% NEW $44.04 -10.2%
1310 XSOE WISDOMTREE TR 31,512.0 $1.5M 0.01% NEW $49.18 -4.4%
1311 IUSV ISHARES TR 14,000.0 $1.5M 0.01% NEW $110.15 +4.4%
1312 FRD FRIEDMAN INDS INC Basic Materials 47,857.0 $1.5M 0.01% NEW $32.18 +36.9%
1313 LZ LEGALZOOM COM INC Industrials 250,360.0 $1.5M 0.01% NEW $6.13 -5.1%
1314 LOAR LOAR HOLDINGS INC Industrials 18,985.0 $1.5M 0.01% NEW $80.61 -7.0%
1315 JANUS LIVING INC 53,132.0 $1.5M 0.01% NEW $28.74
1316 TTC TORO CO Industrials 15,654.0 $1.5M 0.01% NEW $97.42 -1.0%
1317 KROS KEROS THERAPEUTICS INC Healthcare 142,151.0 $1.5M 0.01% NEW $10.70 +3.6%
1318 CNX CNX RES CORP Energy 44,780.0 $1.5M 0.01% NEW $33.93 +7.2%
1319 VGK VANGUARD INTL EQUITY INDEX F 17,149.0 $1.5M 0.01% NEW $88.54 +4.2%
1320 SWKS SKYWORKS SOLUTIONS INC Technology 22,375.0 $1.5M 0.01% NEW $67.80 +0.2%
Page 66 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%