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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 87 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 PKOH PARK-OHIO HLDGS CORP Industrials 11,396.0 $438K 0.00% NEW $38.45 +23.7%
1722 NWS NEWS CORP NEW Communication Services 15,608.0 $438K 0.00% NEW $28.06 +18.4%
1723 S SENTINELONE INC Technology 25,793.0 $438K 0.00% NEW $16.97 +29.9%
1724 AVNW AVIAT NETWORKS INC Technology 19,659.0 $436K 0.00% NEW $22.20 -4.9%
1725 VIKING HOLDINGS LTD 4,159.0 $435K 0.00% NEW $104.67
1726 SOXL DIREXION SHARES ETF TRUST 1,631.0 $435K 0.00% NEW $266.71 -52.3%
1727 AP AMPCO-PITTSBURG CORP Industrials 50,286.0 $435K 0.00% NEW $8.65 +3.1%
1728 ONEQ FIDELITY COMWLTH TR 4,210.0 $435K 0.00% NEW $103.22 +0.5%
1729 NSIT INSIGHT ENTERPRISES INC Technology 3,550.0 $432K 0.00% NEW $121.80 +22.7%
1730 FBP FIRST BANCORP CORPORATION Financial Services 16,544.0 $431K 0.00% NEW $26.07 +13.1%
1731 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 36,706.0 $431K 0.00% NEW $11.74 +3.2%
1732 GATX GATX CORP Industrials 2,432.0 $431K 0.00% NEW $177.19 +1.2%
1733 XLC SELECT SECTOR SPDR TR 3,994.0 $428K 0.00% NEW $107.13 +3.6%
1734 INBK FIRST INTERNET BANCORP Financial Services 15,329.0 $426K 0.00% NEW $27.80 +4.3%
1735 JXN JACKSON FINANCIAL INC Financial Services 4,156.0 $426K 0.00% NEW $102.39 +31.7%
1736 CAG CONAGRA BRANDS INC Consumer Defensive 31,497.0 $424K 0.00% NEW $13.46 +17.0%
1737 AN AUTONATION INC Consumer Cyclical 2,271.0 $422K 0.00% NEW $185.79 +9.3%
1738 GWRE GUIDEWIRE SOFTWARE INC Technology 3,426.0 $422K 0.00% NEW $123.05 +43.4%
1739 XRAY DENTSPLY SIRONA INC Healthcare 39,655.0 $421K 0.00% NEW $10.61 +6.7%
1740 TNA DIREXION SHARES ETF TRUST 5,596.0 $420K 0.00% NEW $75.11 -0.8%
Page 87 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%