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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 85 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 ZG ZILLOW GROUP INC Communication Services 15,587.0 $489K 0.00% NEW $31.37 +12.5%
1682 NODK NI HLDGS INC Financial Services 30,974.0 $487K 0.00% NEW $15.71 -3.1%
1683 CSGP COSTAR GROUP INC Real Estate 17,174.0 $486K 0.00% NEW $28.32 +10.8%
1684 SRI STONERIDGE INC Consumer Cyclical 66,131.0 $484K 0.00% NEW $7.32 -4.2%
1685 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 25,925.0 $481K 0.00% NEW $18.57 -22.3%
1686 FGBI FIRST GTY BANCSHARES INC Financial Services 47,753.0 $481K 0.00% NEW $10.07 -10.1%
1687 ACIW ACI WORLDWIDE INC Technology 9,551.0 $480K 0.00% NEW $50.29 +3.7%
1688 AUBN AUBURN NATL BANCORP Financial Services 17,711.0 $479K 0.00% NEW $27.04 -2.9%
1689 LANDBRIDGE COMPANY LLC 6,021.0 $477K 0.00% NEW $79.24
1690 BP BP PLC Energy 12,887.0 $476K 0.00% NEW $36.95 +17.5%
1691 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,701.0 $476K 0.00% NEW $61.76 -8.7%
1692 VPL VANGUARD INTL EQUITY INDEX F 4,071.0 $471K 0.00% NEW $115.69 -2.2%
1693 TENB TENABLE HLDGS INC Technology 12,768.0 $471K 0.00% NEW $36.88 -1.5%
1694 MIR MIRION TECHNOLOGIES INC Industrials 26,225.0 $470K 0.00% NEW $17.93 -14.5%
1695 BV FINL INC 22,149.0 $469K 0.00% NEW $21.18
1696 FRDM EA SERIES TRUST 6,404.0 $467K 0.00% NEW $72.90 -8.9%
1697 WHD CACTUS INC Energy 9,100.0 $466K 0.00% NEW $51.23 +42.7%
1698 BDC BELDEN INC Technology 3,870.0 $464K 0.00% NEW $119.91 +7.9%
1699 SON SONOCO PRODS CO Consumer Cyclical 8,234.0 $464K 0.00% NEW $56.35 +1.5%
1700 VVV VALVOLINE INC Energy 11,734.0 $464K 0.00% NEW $39.54 -14.9%
Page 85 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%