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Empowered Funds, LLC

Location
NEWTOWN SQUARE, PA
Portfolio Value
Mid $3,289,630,324
Diversification
Diversified
Filing Date
Global Rank
#342 / 8,578 ▲ 319
Top Industry
Semiconductors 8.4%
3Y Alpha vs SPY
-1.6%
Period ended 3 months ago
Filed May 15, 2026 · 31d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+67.3%
SPY
+74.2%
Annualised alpha
-1.6%
Max drawdown
−22.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,887 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
3.4%
−3.3 pts
Top 5
12.1%
−5.3 pts
Top 10
18.1%
−5.7 pts
HHI
54
Jun 2023 → Mar 2026 · range 36 – 106
Diversified−53

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 23.7% $3,289,630,324
Financial Services 13.6% $1,884,911,922
Consumer Cyclical 12.8% $1,776,634,302
Industrials 12.2% $1,700,716,621
Energy 10.1% $1,402,706,311
Healthcare 9.3% $1,297,658,736
Communication Services 6.4% $889,762,443
Consumer Defensive 4.6% $633,385,008
Basic Materials 3.8% $526,268,241
Utilities 1.8% $250,818,167
Real Estate 1.0% $138,015,098
Unclassified 0.7% $94,814,794

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
243 positions · $3,289,630,324 total · Technology only · as of Mar 31, 2026
Showing 101–150 of 243 positions by value · page 3 of 5
Ticker Company Shares Value (USD) % of Portfolio History