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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 82 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 EWP ISHARES INC 9,787.0 $581K 0.00% NEW $59.39 +4.5%
1622 KBH KB HOME Consumer Cyclical 9,274.0 $580K 0.00% NEW $62.59 -13.8%
1623 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 12,276.0 $579K 0.00% NEW $47.13 -0.5%
1624 GTES GATES INDL CORP PLC Industrials 20,571.0 $575K 0.00% NEW $27.97 -3.0%
1625 ONITY GROUP INC 14,449.0 $574K 0.00% NEW $39.75
1626 EMBJ EMBRAER S.A. Industrials 8,970.0 $572K 0.00% NEW $63.80 +20.8%
1627 SF STIFEL FINL CORP Financial Services 8,186.0 $571K 0.00% NEW $69.77 +20.0%
1628 LQDT LIQUIDITY SVCS INC Consumer Cyclical 14,561.0 $570K 0.00% NEW $39.12 +10.6%
1629 HURC HURCO CO Industrials 24,839.0 $569K 0.00% NEW $22.89 -2.1%
1630 XLK SELECT SECTOR SPDR TR 2,977.0 $567K 0.00% NEW $190.52 -2.6%
1631 LIBERTY MEDIA CORP DEL 5,952.0 $566K 0.00% NEW $95.14
1632 LOGI LOGITECH INTL S A Technology 6,019.0 $566K 0.00% NEW $94.04 +4.5%
1633 CRL CHARLES RIV LABS INTL INC Healthcare 2,495.0 $566K 0.00% NEW $226.79 +23.1%
1634 CF BANKSHARES INC 17,174.0 $563K 0.00% NEW $32.77
1635 FOSL FOSSIL GROUP INC Consumer Cyclical 134,898.0 $558K 0.00% NEW $4.14 +32.9%
1636 EXPO EXPONENT INC Industrials 9,492.0 $558K 0.00% NEW $58.76 +14.9%
1637 KB KB FINL GROUP INC Financial Services 5,304.0 $557K 0.00% NEW $104.96 +12.1%
1638 CG CARLYLE GROUP INC Financial Services 13,208.0 $556K 0.00% NEW $42.11 +14.9%
1639 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 31,144.0 $555K 0.00% NEW $17.83 -17.6%
1640 ASH ASHLAND INC Basic Materials 8,401.0 $554K 0.00% NEW $65.89 +11.7%
Page 82 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%