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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 69 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 QXO QXO INC Industrials 78,534.0 $1.4M 0.01% NEW $17.28 -18.3%
1362 REI RING ENERGY INC Energy 1,256,228.0 $1.4M 0.01% NEW $1.08 +32.4%
1363 RBC RBC BEARINGS INC Industrials 2,106.0 $1.4M 0.01% NEW $644.06 -19.2%
1364 AYI ACUITY INC Industrials 3,582.0 $1.3M 0.01% NEW $376.66 -7.4%
1365 VXUS VANGUARD STAR FDS 15,747.0 $1.3M 0.01% NEW $85.49 +1.7%
1366 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 86,583.0 $1.3M 0.01% NEW $15.32 -23.3%
1367 NUS NU SKIN ENTERPRISES INC Consumer Defensive 250,292.0 $1.3M 0.01% NEW $5.28 -9.3%
1368 ITUB ITAU UNIBANCO HLDG S A Financial Services 161,377.0 $1.3M 0.01% NEW $8.17 -9.8%
1369 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 4,355.0 $1.3M 0.01% NEW $301.03 -19.4%
1370 GPC GENUINE PARTS CO Consumer Cyclical 11,053.0 $1.3M 0.01% NEW $117.98 +14.0%
1371 CLW CLEARWATER PAPER CORP Basic Materials 83,119.0 $1.3M 0.01% NEW $15.68 +34.8%
1372 LE LANDS END INC NEW Consumer Cyclical 123,414.0 $1.3M 0.01% NEW $10.48 +18.4%
1373 NL NLI HOLDINGS INC Industrials 217,131.0 $1.3M 0.01% NEW $5.95 +8.6%
1374 NORTHPOINTE BANCSHARES INC. 67,341.0 $1.3M 0.01% NEW $19.18
1375 BIO BIO RAD LABS INC Healthcare 4,380.0 $1.3M 0.01% NEW $293.61 +24.1%
1376 HPK HIGHPEAK ENERGY INC Energy 183,833.0 $1.3M 0.01% NEW $6.99 +16.7%
1377 HWBK HAWTHORN BANCSHARES INC Financial Services 32,677.0 $1.3M 0.01% NEW $39.30 +0.2%
1378 SND SMART SAND INC Energy 255,919.0 $1.3M 0.01% NEW $5.01 -4.8%
1379 PTLO PORTILLOS INC Consumer Cyclical 270,110.0 $1.3M 0.01% NEW $4.74 +3.6%
1380 SGC SUPERIOR GROUP OF CO INC Consumer Cyclical 97,544.0 $1.3M 0.01% NEW $13.12 -2.3%
Page 69 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%