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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 16 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ANDE ANDERSONS INC Consumer Defensive 202,006.0 $13.8M 0.07% NEW $68.20 +0.5%
302 VAMO CAMBRIA ETF TR 381,254.0 $13.7M 0.07% NEW $35.93 +4.0%
303 AEP AMERICAN ELEC PWR CO INC Utilities 99,353.0 $13.6M 0.07% NEW $136.81 -6.9%
304 DAN DANA INC Consumer Cyclical 499,531.0 $13.6M 0.07% NEW $27.21 +13.2%
305 SIRIUSPOINT LTD 565,259.0 $13.6M 0.07% NEW $24.00
306 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 120,174.0 $13.5M 0.07% NEW $112.74 +10.7%
307 BLK BLACKROCK INC Financial Services 14,080.0 $13.5M 0.07% NEW $961.56 +20.1%
308 CL COLGATE PALMOLIVE CO Consumer Defensive 147,236.0 $13.5M 0.07% NEW $91.68 -0.1%
309 MP MP MATERIALS CORP Basic Materials 238,925.0 $13.4M 0.07% NEW $56.01 +0.7%
310 WAFD WAFD INC Financial Services 348,477.0 $13.4M 0.07% NEW $38.37 -1.7%
311 SPIB SPDR SERIES TRUST 400,856.0 $13.4M 0.07% NEW $33.33 -0.7%
312 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 156,371.0 $13.3M 0.07% NEW $84.79 -6.3%
313 KR KROGER CO Consumer Defensive 238,761.0 $13.3M 0.07% NEW $55.53 +3.0%
314 ROP ROPER TECHNOLOGIES INC Industrials 38,928.0 $13.2M 0.07% NEW $338.39 +17.5%
315 RPRX ROYALTY PHARMA PLC Healthcare 232,680.0 $13.0M 0.07% NEW $56.07 +7.3%
316 WELL WELLTOWER INC Real Estate 57,241.0 $13.0M 0.07% NEW $226.97 +4.8%
317 XYL XYLEM INC Industrials 108,789.0 $12.9M 0.07% NEW $118.21 -3.1%
318 ROK ROCKWELL AUTOMATION INC Industrials 25,938.0 $12.8M 0.07% NEW $495.08 -11.6%
319 SANM SANMINA CORP Technology 50,238.0 $12.7M 0.07% NEW $253.08 -20.7%
320 ALGT ALLEGIANT TRAVEL CO Industrials 108,085.0 $12.7M 0.07% NEW $117.60 -29.3%
Page 16 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%