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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 77 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 ASYS AMTECH SYS INC Technology 34,672.0 $800K 0.00% NEW $23.08 -26.9%
1522 IEX IDEX CORP Industrials 3,505.0 $795K 0.00% NEW $226.95 +3.2%
1523 YETI YETI HLDGS INC Consumer Cyclical 15,976.0 $792K 0.00% NEW $49.56 -12.8%
1524 HSIC SCHEIN HENRY INC Healthcare 9,473.0 $791K 0.00% NEW $83.52 +6.8%
1525 DY DYCOM INDS INC Industrials 1,559.0 $788K 0.00% NEW $505.59 -18.0%
1526 DTE DTE ENERGY CO Utilities 5,153.0 $785K 0.00% NEW $152.37 -8.0%
1527 TUSK MAMMOTH ENERGY SVCS INC Industrials 241,313.0 $784K 0.00% NEW $3.25 -5.5%
1528 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 9,079.0 $782K 0.00% NEW $86.09 +15.2%
1529 TEAM ATLASSIAN CORPORATION Technology 10,029.0 $780K 0.00% NEW $77.79 +109.5%
1530 OGE OGE ENERGY CORP Utilities 16,013.0 $779K 0.00% NEW $48.66 -3.3%
1531 LARK LANDMARK BANCORP INC Financial Services 25,154.0 $772K 0.00% NEW $30.71 +4.7%
1532 CMC COMMERCIAL METALS CO Basic Materials 12,262.0 $769K 0.00% NEW $62.75 +13.1%
1533 GPOR GULFPORT ENERGY CORP Energy 4,523.0 $768K 0.00% NEW $169.70 +0.8%
1534 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6,722.0 $768K 0.00% NEW $114.18 +4.2%
1535 VO VANGUARD INDEX FDS 9,521.0 $767K 0.00% NEW $80.57 +3.2%
1536 POWL POWELL INDS INC Industrials 2,669.0 $764K 0.00% NEW $286.36 -28.9%
1537 MTUM ISHARES TR 2,213.0 $759K 0.00% NEW $342.83 -9.0%
1538 WEN WENDYS CO Consumer Cyclical 90,499.0 $750K 0.00% NEW $8.29 +1.8%
1539 EUFN ISHARES TR 19,233.0 $750K 0.00% NEW $38.99 +8.2%
1540 BSET BASSETT FURNITURE INDS INC Consumer Cyclical 42,076.0 $746K 0.00% NEW $17.72 +7.5%
Page 77 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%