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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 89 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 CAR AVIS BUDGET GROUP INC Industrials 2,708.0 $400K 0.00% NEW $147.83 -5.8%
1762 AGO ASSURED GUARANTY LTD Financial Services 4,993.0 $400K 0.00% NEW $80.16 -4.7%
1763 VNT VONTIER CORPORATION Technology 13,789.0 $400K 0.00% NEW $29.00 +11.2%
1764 UEC URANIUM ENERGY CORP Energy 37,266.0 $397K 0.00% NEW $10.66 +0.3%
1765 LMAT LEMAITRE VASCULAR INC Healthcare 4,134.0 $397K 0.00% NEW $95.96 -12.9%
1766 NWSA NEWS CORP NEW Communication Services 15,960.0 $396K 0.00% NEW $24.83 +17.5%
1767 COLD AMERICOLD REALTY TRUST INC Real Estate 25,166.0 $396K 0.00% NEW $15.72 -5.2%
1768 KBR KBR INC Industrials 11,333.0 $391K 0.00% NEW $34.53 +9.7%
1769 KTB KONTOOR BRANDS INC Consumer Cyclical 4,690.0 $391K 0.00% NEW $83.34 +0.0%
1770 VEL VELOCITY FINL INC Financial Services 21,169.0 $391K 0.00% NEW $18.46 -1.7%
1771 SNY SANOFI SA Healthcare 9,100.0 $388K 0.00% NEW $42.66 +5.8%
1772 VKTX VIKING THERAPEUTICS INC Healthcare 9,820.0 $383K 0.00% NEW $39.01 -14.4%
1773 ZS ZSCALER INC Technology 2,711.0 $383K 0.00% NEW $141.15 +31.0%
1774 IVE ISHARES TR 1,679.0 $381K 0.00% NEW $227.06 +4.6%
1775 IMVT IMMUNOVANT INC Healthcare 9,880.0 $381K 0.00% NEW $38.53 +11.8%
1776 GBDC GOLUB CAP BDC INC Financial Services 29,553.0 $381K 0.00% NEW $12.88 +1.7%
1777 COMMUNITY WEST BANCSHARES NE 14,148.0 $380K 0.00% NEW $26.86
1778 MFG MIZUHO FINANCIAL GROUP INC Financial Services 39,638.0 $380K 0.00% NEW $9.58 +11.2%
1779 COOK TRAEGER INC Consumer Cyclical 4,813.0 $379K 0.00% NEW $78.83 -28.0%
1780 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,469.0 $378K 0.00% NEW $152.96 -18.5%
Page 89 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%