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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 86 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 CIGI COLLIERS INTL GROUP INC Real Estate 4,944.0 $464K 0.00% NEW $93.79 +13.0%
1702 MIDD MIDDLEBY CORP Industrials 2,678.0 $461K 0.00% NEW $172.01 -32.9%
1703 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 248,134.0 $459K 0.00% NEW $1.85 +10.0%
1704 MZTI MARZETTI COMPANY Consumer Defensive 4,014.0 $458K 0.00% NEW $114.16 +2.3%
1705 FORM FORMFACTOR INC Technology 2,860.0 $457K 0.00% NEW $159.93 -22.9%
1706 NG NOVAGOLD RESOURCES INC Basic Materials 76,352.0 $456K 0.00% NEW $5.97 +26.0%
1707 POR PORTLAND GEN ELEC CO Utilities 8,790.0 $456K 0.00% NEW $51.83 -1.4%
1708 WU WESTERN UN CO Financial Services 59,022.0 $454K 0.00% NEW $7.70 -4.7%
1709 EBF ENNIS INC Industrials 21,380.0 $454K 0.00% NEW $21.25 +5.9%
1710 PNW PINNACLE WEST CAP CORP Utilities 4,217.0 $451K 0.00% NEW $107.00 -6.3%
1711 CZNC CITIZENS & NORTHN CORP Financial Services 19,317.0 $450K 0.00% NEW $23.31 +11.1%
1712 ACI ALBERTSONS COMPANIES INC Consumer Defensive 33,279.0 $450K 0.00% NEW $13.53 -9.0%
1713 ACLS AXCELIS TECHNOLOGIES INC Technology 2,372.0 $449K 0.00% NEW $189.45 -28.4%
1714 IXP ISHARES TR 3,977.0 $449K 0.00% NEW $112.85 +2.9%
1715 CRCL CIRCLE INTERNET GROUP INC Financial Services 7,154.0 $448K 0.00% NEW $62.63 +15.9%
1716 TNET TRINET GROUP INC Industrials 9,095.0 $447K 0.00% NEW $49.20 +41.3%
1717 KIM KIMCO REALTY CORP Real Estate 17,638.0 $447K 0.00% NEW $25.35 -4.1%
1718 TREX TREX INC Industrials 8,903.0 $446K 0.00% NEW $50.04 -4.2%
1719 INVH INVITATION HOMES INC Real Estate 14,693.0 $444K 0.00% NEW $30.21 -1.1%
1720 ABEV AMBEV SA Consumer Defensive 140,475.0 $441K 0.00% NEW $3.14 -11.0%
Page 86 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%