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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 73 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 RRX REGAL REXNORD CORPORATION Industrials 4,427.0 $1.1M 0.01% NEW $238.19 -27.8%
1442 COKE COCA COLA CONS INC Consumer Defensive 5,505.0 $1.1M 0.01% NEW $190.92 -1.2%
1443 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 83,346.0 $1.1M 0.01% NEW $12.61 -5.3%
1444 CLH CLEAN HARBORS INC Industrials 3,508.0 $1.0M 0.01% NEW $298.75 +6.9%
1445 ANGI ANGI INC Communication Services 175,773.0 $1.0M 0.01% NEW $5.95 -22.2%
1446 AZN ASTRAZENECA PLC Healthcare 5,513.0 $1.0M 0.01% NEW $189.62 -15.6%
1447 VREX VAREX IMAGING CORP Healthcare 99,964.0 $1.0M 0.01% NEW $10.43 +77.0%
1448 SPSM SPDR SERIES TRUST 18,013.0 $1.0M 0.01% NEW $57.67 -0.4%
1449 AGCO AGCO CORP Industrials 8,644.0 $1.0M 0.01% NEW $119.70 -17.8%
1450 DVA DAVITA INC Healthcare 4,641.0 $1.0M 0.01% NEW $222.48 -20.0%
1451 RBKB RHINEBECK BANCORP INC Financial Services 59,627.0 $1.0M 0.01% NEW $17.31 -26.2%
1452 XLP SELECT SECTOR SPDR TR 12,322.0 $1.0M 0.01% NEW $83.07 +3.0%
1453 WMS ADVANCED DRAIN SYS INC DEL Industrials 6,520.0 $1.0M 0.01% NEW $156.96 -8.2%
1454 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 19,242.0 $1.0M 0.01% NEW $52.65 +24.1%
1455 GLD SPDR GOLD TR Financial Services 2,749.0 $1.0M 0.01% NEW $368.38 +8.2%
1456 EQX EQUINOX GOLD CORP Basic Materials 104,035.0 $1.0M 0.01% NEW $9.72 +17.8%
1457 VSEC VSE CORP Industrials 4,424.0 $1.0M 0.01% NEW $228.50 +3.1%
1458 OPBK OP BANCORP Financial Services 67,254.0 $1.0M 0.01% NEW $14.99 +3.7%
1459 KLIC KULICKE & SOFFA INDS INC Technology 7,502.0 $1.0M 0.01% NEW $133.76 -31.2%
1460 USO UNITED STS OIL FD LP Financial Services 9,411.0 $1.0M 0.01% NEW $106.44 +22.8%
Page 73 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%