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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 83 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 EEM ISHARES TR 8,080.0 $553K 0.00% NEW $68.41 -4.5%
1642 ASTS AST SPACEMOBILE INC Technology 6,203.0 $551K 0.00% NEW $88.86 -24.5%
1643 BLD TOPBUILD COR Industrials 1,551.0 $550K 0.00% NEW $354.53 +0.0%
1644 INSTALLED BLDG PRODS INC 2,369.0 $544K 0.00% NEW $229.84
1645 IRIDIUM COMMUNICATIONS INC 9,901.0 $543K 0.00% NEW $54.85
1646 HMC HONDA MOTOR CO LTD Consumer Cyclical 20,011.0 $542K 0.00% NEW $27.11 +17.9%
1647 HBNC HORIZON BANCORP IND Financial Services 27,152.0 $542K 0.00% NEW $19.98 +1.5%
1648 OMF ONEMAIN HLDGS INC Financial Services 8,854.0 $540K 0.00% NEW $60.97 +6.2%
1649 SMG SCOTTS MIRACLE-GRO CO Basic Materials 7,882.0 $537K 0.00% NEW $68.11 -12.6%
1650 VAL VALARIS LTD Energy 7,381.0 $536K 0.00% NEW $72.60 +19.0%
1651 TRU TRANSUNION Industrials 7,421.0 $535K 0.00% NEW $72.14 +10.2%
1652 BAP CREDICORP LTD Financial Services 1,369.0 $533K 0.00% NEW $389.58 -5.4%
1653 FAF FIRST AMERN FINL CORP Financial Services 7,754.0 $532K 0.00% NEW $68.59 +5.6%
1654 ESGD ISHARES TR 5,170.0 $532K 0.00% NEW $102.81 +3.4%
1655 EZA ISHARES INC 8,408.0 $531K 0.00% NEW $63.19 +6.2%
1656 NYT NEW YORK TIMES CO MTN BE Communication Services 7,589.0 $531K 0.00% NEW $69.98 -7.0%
1657 EWD ISHARES INC 10,604.0 $530K 0.00% NEW $49.98 +4.8%
1658 MAT MATTEL INC Consumer Cyclical 38,111.0 $529K 0.00% NEW $13.88 +4.5%
1659 ENPH ENPHASE ENERGY INC Energy 10,727.0 $528K 0.00% NEW $49.24 -23.7%
1660 IWB ISHARES TR 1,288.0 $527K 0.00% NEW $409.50 +2.6%
Page 83 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%