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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 12 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CMI CUMMINS INC Industrials 25,243.0 $18.0M 0.10% NEW $713.21 -10.1%
222 TRGP TARGA RES CORP Energy 66,872.0 $17.9M 0.09% NEW $268.14 +3.7%
223 SCHW SCHWAB CHARLES CORP Financial Services 193,980.0 $17.9M 0.09% NEW $92.27 +19.8%
224 SBUX STARBUCKS CORP Consumer Cyclical 175,141.0 $17.9M 0.09% NEW $102.19 +5.6%
225 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 46,934.0 $17.9M 0.09% NEW $380.37 -13.9%
226 KEYS KEYSIGHT TECHNOLOGIES INC Technology 50,637.0 $17.7M 0.09% NEW $350.07 +3.2%
227 IONS IONIS PHARMACEUTICALS INC Healthcare 223,142.0 $17.7M 0.09% NEW $79.29 -26.1%
228 INTU INTUIT Technology 67,593.0 $17.6M 0.09% NEW $261.00 +28.6%
229 EME EMCOR GROUP INC Industrials 21,083.0 $17.5M 0.09% NEW $829.88 +3.9%
230 NVCR NOVOCURE LTD Healthcare 1,154,431.0 $17.5M 0.09% NEW $15.15 +15.7%
231 NVR NVR INC Consumer Cyclical 2,533.0 $17.3M 0.09% NEW $6813.40 -7.6%
232 RMD RESMED INC Healthcare 88,258.0 $17.2M 0.09% NEW $194.88 +13.1%
233 FYLD CAMBRIA ETF TR 469,715.0 $17.1M 0.09% NEW $36.49 +10.6%
234 AMP AMERIPRISE FINL INC Financial Services 37,154.0 $17.0M 0.09% NEW $458.76 +22.4%
235 NEE NEXTERA ENERGY INC Utilities 193,590.0 $17.0M 0.09% NEW $87.77 -1.8%
236 EBAY EBAY INC. Consumer Cyclical 151,834.0 $17.0M 0.09% NEW $111.75 -9.7%
237 SHY ISHARES TR 207,164.0 $17.0M 0.09% NEW $81.87 +0.2%
238 IJR ISHARES TR 114,334.0 $17.0M 0.09% NEW $148.31 +1.0%
239 CCK CROWN HLDGS INC Consumer Cyclical 151,528.0 $16.9M 0.09% NEW $111.82 +4.0%
240 VOO VANGUARD INDEX FDS 24,644.0 $16.9M 0.09% NEW $686.81 +3.4%
Page 12 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%