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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 93 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 CPNG COUPANG INC Consumer Cyclical 18,625.0 $324K 0.00% NEW $17.37 -9.5%
1842 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,932.0 $322K 0.00% NEW $109.98 -4.6%
1843 CLS CELESTICA INC Technology 882.0 $322K 0.00% NEW $364.80 -6.7%
1844 OFIX ORTHOFIX MED INC Healthcare 35,105.0 $321K 0.00% NEW $9.14 +9.7%
1845 SWX SOUTHWEST GAS HLDGS INC Utilities 3,617.0 $321K 0.00% NEW $88.68 +2.9%
1846 MDLN MEDLINE INC Healthcare 8,103.0 $320K 0.00% NEW $39.44 -11.6%
1847 RHI ROBERT HALF INC. Industrials 10,399.0 $319K 0.00% NEW $30.70 +38.3%
1848 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,941.0 $319K 0.00% NEW $164.27 -0.1%
1849 DFAC DIMENSIONAL ETF TRUST 7,181.0 $319K 0.00% NEW $44.36 +3.8%
1850 ESE ESCO TECHNOLOGIES INC Technology 909.0 $318K 0.00% NEW $350.04 -12.0%
1851 IVW ISHARES TR 2,294.0 $315K 0.00% NEW $137.53 +2.9%
1852 PCVX VAXCYTE INC Healthcare 5,424.0 $315K 0.00% NEW $58.13 +3.6%
1853 LBRDK LIBERTY BROADBAND CORP Communication Services 9,471.0 $315K 0.00% NEW $33.26 +2.1%
1854 PII POLARIS INC Consumer Cyclical 4,574.0 $313K 0.00% NEW $68.44 -0.2%
1855 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 50,167.0 $313K 0.00% NEW $6.24 -9.0%
1856 VABK VIRGINIA NATL BK CHRLOTSVLE Financial Services 7,027.0 $312K 0.00% NEW $44.38 +4.1%
1857 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 17,116.0 $307K 0.00% NEW $17.96 -1.7%
1858 NGVT INGEVITY CORP Basic Materials 4,105.0 $307K 0.00% NEW $74.67 +1.5%
1859 OUTFRONT MEDIA INC 9,354.0 $306K 0.00% NEW $32.76
1860 EWH ISHARES INC 14,627.0 $306K 0.00% NEW $20.92 +7.5%
Page 93 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%