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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 80 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 AES AES CORP Utilities 44,596.0 $654K 0.00% NEW $14.66 +0.5%
1582 SWIM LATHAM GROUP INC Industrials 100,972.0 $653K 0.00% NEW $6.47 +8.0%
1583 BMI BADGER METER INC Technology 4,397.0 $652K 0.00% NEW $148.38 -15.2%
1584 EQR EQUITY RESIDENTIAL Real Estate 9,563.0 $650K 0.00% NEW $67.93 -6.3%
1585 TYL TYLER TECHNOLOGIES INC Technology 2,211.0 $647K 0.00% NEW $292.46 +13.6%
1586 W WAYFAIR INC Consumer Cyclical 6,994.0 $646K 0.00% NEW $92.42 +10.0%
1587 TROX TRONOX HOLDINGS PLC Basic Materials 102,558.0 $646K 0.00% NEW $6.30 -12.1%
1588 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 8,001.0 $636K 0.00% NEW $79.54 +33.7%
1589 ONEW ONEWATER MARINE INC Consumer Cyclical 56,235.0 $634K 0.00% NEW $11.27 +0.8%
1590 MKC MCCORMICK & CO INC Consumer Defensive 12,540.0 $632K 0.00% NEW $50.42 +9.6%
1591 EVR EVERCORE INC Financial Services 1,850.0 $632K 0.00% NEW $341.44 -12.5%
1592 EXK ENDEAVOUR SILVER CORP Basic Materials 76,219.0 $631K 0.00% NEW $8.28 +16.7%
1593 OVBC OHIO VY BANC CORP Financial Services 14,513.0 $630K 0.00% NEW $43.43 +4.2%
1594 TG TREDEGAR CORP Industrials 79,168.0 $630K 0.00% NEW $7.96 +0.5%
1595 BOTJ BANK OF THE JAMES FINL GP IN Financial Services 24,682.0 $630K 0.00% NEW $25.52 +7.8%
1596 SCHB SCHWAB STRATEGIC TR 21,749.0 $630K 0.00% NEW $28.96 +2.5%
1597 DGRW WISDOMTREE TR 6,555.0 $627K 0.00% NEW $95.62 +3.6%
1598 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 11,357.0 $624K 0.00% NEW $54.90 -17.5%
1599 ALK ALASKA AIR GROUP INC Industrials 11,925.0 $622K 0.00% NEW $52.20 -18.8%
1600 ASX ASE TECHNOLOGY HLDG CO LTD Technology 13,772.0 $621K 0.00% NEW $45.12 -19.3%
Page 80 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%