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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 78 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 PODD INSULET CORP Healthcare 4,884.0 $744K 0.00% NEW $152.25 -2.8%
1542 CAAS CHINA AUTOMOTIVE SYS INC Consumer Cyclical 165,543.0 $740K 0.00% NEW $4.47 +3.1%
1543 BCPC BALCHEM CORP Basic Materials 4,379.0 $740K 0.00% NEW $168.95 +4.8%
1544 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 29,511.0 $740K 0.00% NEW $25.06 +14.9%
1545 WK WORKIVA INC Technology 15,166.0 $736K 0.00% NEW $48.51 +44.5%
1546 OTTR OTTER TAIL CORP Utilities 8,170.0 $735K 0.00% NEW $89.98 +1.4%
1547 AAL AMERICAN AIRLINES GROUP INC Industrials 40,656.0 $735K 0.00% NEW $18.07 -22.2%
1548 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,170.0 $734K 0.00% NEW $338.15 +4.8%
1549 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 11,575.0 $732K 0.00% NEW $63.25 +18.4%
1550 GLOBUS MED INC 9,256.0 $731K 0.00% NEW $79.01
1551 MCY MERCURY GENL CORP NEW Financial Services 6,805.0 $726K 0.00% NEW $106.62 -0.3%
1552 TM TOYOTA MOTOR CORP Consumer Cyclical 4,296.0 $724K 0.00% NEW $168.42 +11.8%
1553 RY ROYAL BK CDA Financial Services 3,491.0 $723K 0.00% NEW $206.97 +2.9%
1554 BCBP BCB BANCORP INC Financial Services 67,323.0 $722K 0.00% NEW $10.72 -16.8%
1555 CNH INDL N V 64,139.0 $720K 0.00% NEW $11.23
1556 MTG MGIC INVT CORP WIS Financial Services 25,401.0 $716K 0.00% NEW $28.20 +10.4%
1557 KEY KEYCORP Financial Services 30,916.0 $713K 0.00% NEW $23.05 -1.1%
1558 EXTR EXTREME NETWORKS INC Technology 21,940.0 $710K 0.00% NEW $32.37 -26.6%
1559 VFF VILLAGE FARMS INTL INC Consumer Defensive 354,114.0 $708K 0.00% NEW $2.00 +27.0%
1560 ARCC ARES CAPITAL CORP Financial Services 38,192.0 $708K 0.00% NEW $18.53 +6.2%
Page 78 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%