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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 74 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 AIRR FIRST TR EXCHANGE TRADED FD 7,501.0 $1000K 0.01% NEW $133.25 -9.7%
1462 NMM NAVIOS MARITIME PARTNERS LP Industrials 14,259.0 $999K 0.01% NEW $70.07 +18.1%
1463 POOL POOL CORP Industrials 4,645.0 $998K 0.01% NEW $214.90 -12.8%
1464 RIO RIO TINTO PLC Basic Materials 10,485.0 $995K 0.01% NEW $94.93 +1.9%
1465 ATR APTARGROUP INC Healthcare 7,910.0 $990K 0.01% NEW $125.20 +5.2%
1466 KSA ISHARES TR 26,525.0 $990K 0.01% NEW $37.31 +2.0%
1467 AG FIRST MAJESTIC SILVER CORP Basic Materials 57,836.0 $981K 0.01% NEW $16.96 +9.0%
1468 IP INTERNATIONAL PAPER CO Consumer Cyclical 25,717.0 $980K 0.01% NEW $38.10 +5.1%
1469 QLYS QUALYS INC Technology 7,118.0 $979K 0.01% NEW $137.49 +36.7%
1470 SIRI SIRIUSXM HOLDINGS INC Communication Services 33,129.0 $979K 0.01% NEW $29.54 -3.1%
1471 LNT ALLIANT ENERGY CORP Utilities 12,779.0 $975K 0.01% NEW $76.29 -8.3%
1472 CDW CDW CORP Technology 6,892.0 $969K 0.01% NEW $140.64 -4.0%
1473 VTR VENTAS INC Real Estate 10,911.0 $969K 0.01% NEW $88.80 +2.7%
1474 EBMT EAGLE BANCORP MONT INC Financial Services 40,140.0 $961K 0.01% NEW $23.93 -1.7%
1475 CHE CHEMED CORP NEW Healthcare 2,060.0 $959K 0.01% NEW $465.74 +13.6%
1476 SNFCA SECURITY NATL FINL CORP Financial Services 97,684.0 $947K 0.01% NEW $9.69 -11.6%
1477 NCSM NCS MULTISTAGE HLDGS INC Energy 21,345.0 $942K 0.01% NEW $44.12 +14.4%
1478 LOPE GRAND CANYON ED INC Consumer Defensive 6,522.0 $933K 0.01% NEW $143.11 +2.5%
1479 RGLD ROYAL GOLD INC Basic Materials 4,664.0 $931K 0.01% NEW $199.61 +15.4%
1480 EML EASTERN CO Industrials 33,400.0 $930K 0.01% NEW $27.85 -11.7%
Page 74 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%