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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 79 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 HRI HERC HLDGS INC Industrials 4,909.0 $704K 0.00% NEW $143.34 +16.4%
1562 MED MEDIFAST INC Consumer Cyclical 66,105.0 $701K 0.00% NEW $10.61 +6.4%
1563 VEU VANGUARD INTL EQUITY INDEX F 8,351.0 $699K 0.00% NEW $83.75 +0.8%
1564 RVSB RIVERVIEW BANCORP INC Financial Services 128,293.0 $697K 0.00% NEW $5.43 -5.3%
1565 AVB AVALONBAY CMNTYS INC Real Estate 3,691.0 $696K 0.00% NEW $188.69 -2.5%
1566 LPX LOUISIANA PAC CORP Basic Materials 8,852.0 $696K 0.00% NEW $78.66 -9.4%
1567 IPGP IPG PHOTONICS CORP Technology 5,890.0 $691K 0.00% NEW $117.32 -30.7%
1568 BOOM DMC GLOBAL INC Energy 118,865.0 $691K 0.00% NEW $5.81 +21.9%
1569 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,619.0 $689K 0.00% NEW $263.26 +39.2%
1570 ENS ENERSYS Industrials 2,947.0 $689K 0.00% NEW $233.82 -14.2%
1571 CNM CORE & MAIN INC Industrials 14,230.0 $687K 0.00% NEW $48.25 -5.8%
1572 WSFS WSFS FINL CORP Financial Services 8,886.0 $682K 0.00% NEW $76.73 +6.5%
1573 VOE VANGUARD INDEX FDS 3,448.0 $681K 0.00% NEW $197.60 +5.7%
1574 CVCO CAVCO INDS INC DEL Consumer Cyclical 1,100.0 $676K 0.00% NEW $614.38 -4.8%
1575 BDL FLANIGANS ENTERPRISES INC Consumer Cyclical 15,007.0 $673K 0.00% NEW $44.84 +10.3%
1576 MHK MOHAWK INDS INC Consumer Cyclical 5,499.0 $667K 0.00% NEW $121.33 +9.5%
1577 TWIN TWIN DISC INC Industrials 28,727.0 $666K 0.00% NEW $23.20 +7.5%
1578 BALL BALL CORP Consumer Cyclical 10,660.0 $665K 0.00% NEW $62.40 -1.2%
1579 PTC PTC INC Technology 5,822.0 $661K 0.00% NEW $113.61 +28.9%
1580 THRY THRYV HLDGS INC Communication Services 166,167.0 $655K 0.00% NEW $3.94 -50.0%
Page 79 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%