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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 88 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 WSO WATSCO INC Industrials 1,008.0 $420K 0.00% NEW $416.73 -24.6%
1742 RELL RICHARDSON ELECTRS LTD Technology 22,063.0 $419K 0.00% NEW $19.01 -0.3%
1743 CVSA COVISTA INC Consumer Cyclical 3,348.0 $417K 0.00% NEW $124.66 +7.8%
1744 FNLC FIRST BANCORP INC ME Financial Services 11,970.0 $417K 0.00% NEW $34.82 +0.6%
1745 UDOW PROSHARES TR 5,940.0 $416K 0.00% NEW $70.09 +4.8%
1746 MAC MACERICH CO Real Estate 16,525.0 $416K 0.00% NEW $25.19 -2.3%
1747 LUMN LUMEN TECHNOLOGIES INC Communication Services 54,157.0 $416K 0.00% NEW $7.68 -19.3%
1748 ESS ESSEX PPTY TR INC Real Estate 1,422.0 $415K 0.00% NEW $291.59 -2.1%
1749 SSNC SS&C TECH HLDGS Technology 6,635.0 $412K 0.00% NEW $62.05 +31.4%
1750 SHOO MADDEN STEVEN LTD Consumer Cyclical 9,736.0 $410K 0.00% NEW $42.10 +11.2%
1751 ALKS ALKERMES PLC Healthcare 7,821.0 $410K 0.00% NEW $52.40 -4.7%
1752 CHGG CHEGG INC Consumer Defensive 404,270.0 $408K 0.00% NEW $1.01 -24.3%
1753 ELAN ELANCO ANIMAL HEALTH INC Healthcare 16,545.0 $407K 0.00% NEW $24.61 -4.0%
1754 TEX TEREX CORP NEW Industrials 5,588.0 $405K 0.00% NEW $72.39 -8.8%
1755 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 23,030.0 $404K 0.00% NEW $17.56 +10.4%
1756 YUMC YUM CHINA HLDGS INC Consumer Cyclical 9,890.0 $404K 0.00% NEW $40.87 +15.3%
1757 TFX TELEFLEX INCORPORATED Healthcare 3,184.0 $404K 0.00% NEW $126.76 +6.7%
1758 LOVE LOVESAC CO Consumer Cyclical 24,151.0 $403K 0.00% NEW $16.69 +2.5%
1759 BBWI BATH & BODY WORKS INC Consumer Cyclical 17,371.0 $402K 0.00% NEW $23.13 -14.1%
1760 ASRV AMERISERV FINL INC Financial Services 103,258.0 $401K 0.00% NEW $3.88 +35.6%
Page 88 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%