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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 54 of 106  ·  2,112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 ALTO ALTO INGREDIENTS INC Basic Materials 443,314.0 $2.5M 0.01% NEW $5.70 -23.2%
1062 VFC V F CORP Consumer Cyclical 151,077.0 $2.5M 0.01% NEW $16.68 -13.8%
1063 NRIM NORTHRIM BANCORP INC Financial Services 90,728.0 $2.5M 0.01% NEW $27.74 -7.0%
1064 CIVB CIVISTA BANCSHARES INC Financial Services 88,966.0 $2.5M 0.01% NEW $28.22 -2.2%
1065 ARRY ARRAY TECHNOLOGIES INC Energy 338,687.0 $2.5M 0.01% NEW $7.41 -36.7%
1066 NEXXEN INTL LTD 277,376.0 $2.5M 0.01% NEW $9.03
1067 MSM MSC INDL DIRECT INC Industrials 21,052.0 $2.5M 0.01% NEW $118.95 +0.7%
1068 CARS CARS COM INC Consumer Cyclical 227,996.0 $2.5M 0.01% NEW $10.94 +11.7%
1069 BROOKFIELD ASSET MANAGMT LTD 55,375.0 $2.5M 0.01% NEW $44.85
1070 ATNI ATN INTL INC Communication Services 93,650.0 $2.5M 0.01% NEW $26.49 +16.8%
1071 BILL BILL HOLDINGS INC Technology 68,565.0 $2.5M 0.01% NEW $36.16 +32.2%
1072 PRDO PERDOCEO ED CORP Consumer Defensive 77,441.0 $2.5M 0.01% NEW $32.00 +3.2%
1073 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 139,237.0 $2.5M 0.01% NEW $17.73 +2.7%
1074 KFY KORN FERRY Industrials 37,045.0 $2.5M 0.01% NEW $66.58 +27.8%
1075 WCN WASTE CONNECTIONS INC Industrials 14,759.0 $2.5M 0.01% NEW $166.69 +1.6%
1076 FLXS FLEXSTEEL INDS INC Consumer Cyclical 33,021.0 $2.5M 0.01% NEW $74.48 +9.3%
1077 DLB DOLBY LABORATORIES INC Technology 46,715.0 $2.5M 0.01% NEW $52.58 +24.1%
1078 TSCO TRACTOR SUPPLY CO Consumer Cyclical 77,680.0 $2.5M 0.01% NEW $31.61 +10.7%
1079 PAYC PAYCOM SOFTWARE INC Technology 19,469.0 $2.4M 0.01% NEW $125.68 +82.3%
1080 G GENPACT LIMITED Technology 88,944.0 $2.4M 0.01% NEW $27.50 +35.1%
Page 54 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 29.2%
Financial Services 14.1%
Consumer Cyclical 11.6%
Industrials 10.6%
Healthcare 8.9%
Energy 8.6%
Communication Services 6.1%
Consumer Defensive 4.3%
Basic Materials 3.3%
Utilities 2.4%