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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 72 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 CW CURTISS WRIGHT CORP Industrials 1,505.0 $1.1M 0.01% NEW $757.76 -8.2%
1422 LIFETIME BRANDS INC 133,503.0 $1.1M 0.01% NEW $8.53
1423 LGND LIGAND PHARMACEUTICALS INC Healthcare 3,593.0 $1.1M 0.01% NEW $316.09 -9.0%
1424 BCO BRINKS CO Industrials 11,994.0 $1.1M 0.01% NEW $94.49 +15.5%
1425 HRL HORMEL FOODS CORP Consumer Defensive 45,469.0 $1.1M 0.01% NEW $24.82 -1.9%
1426 SJM SMUCKER J M CO Consumer Defensive 10,028.0 $1.1M 0.01% NEW $112.50 +5.3%
1427 SKYW SKYWEST INC Industrials 11,342.0 $1.1M 0.01% NEW $99.33 +3.8%
1428 EA SERIES TRUST 35,434.0 $1.1M 0.01% NEW $31.73
1429 PNRG PRIMEENERGY RESOURCES CORP Energy 6,719.0 $1.1M 0.01% NEW $166.89 +27.5%
1430 TREE LENDINGTREE INC Financial Services 25,105.0 $1.1M 0.01% NEW $44.29 -29.4%
1431 BHP BHP BILLITON LIMITED Basic Materials 13,291.0 $1.1M 0.01% NEW $83.31 +6.9%
1432 MSTR STRATEGY INC Technology 12,710.0 $1.1M 0.01% NEW $86.93 +6.4%
1433 AMCOR PLC 25,358.0 $1.1M 0.01% NEW $43.35
1434 FROG JFROG LTD Technology 12,020.0 $1.1M 0.01% NEW $90.88 +0.8%
1435 IESC IES HOLDINGS INC Industrials 1,485.0 $1.1M 0.01% NEW $734.66 +0.6%
1436 AMPY AMPLIFY ENERGY CORP NEW Energy 272,763.0 $1.1M 0.01% NEW $3.98 +21.1%
1437 STE STERIS PLC Healthcare 5,135.0 $1.1M 0.01% NEW $210.57 +10.4%
1438 MYFW FIRST WESTN FINL INC Financial Services 33,558.0 $1.1M 0.01% NEW $32.11 +0.2%
1439 KINS KINGSTONE COS INC Financial Services 56,413.0 $1.1M 0.01% NEW $19.03 +3.9%
1440 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 14,321.0 $1.1M 0.01% NEW $74.81 +5.3%
Page 72 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%