Empowered Funds, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings94 positions
EA SERIES TRUST | 929,374 | $24.4M | 10.2% | $21.31 | +2.30% | 2 qtrssince 2019-Q1 | Decreased 0 |
EA SERIES TRUST | 877,782 | $23.6M | 9.9% | $20.72 | -2.66% | 2 qtrssince 2019-Q1 | Decreased 0 |
ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF | 678,428 | $21.3M | 8.9% | $28.14 | +6.36% | 2 qtrssince 2019-Q1 | Decreased 0 |
ALPHA ARCHITECT US QUANTITATIVE VALUE ETF | 704,693 | $19.8M | 8.3% | $25.06 | -1.75% | 2 qtrssince 2019-Q1 | Decreased 0 |
HOLLYFRONTIER CORP | 54,749 | $2.5M | 1.1% | — | — | 2 qtrssince 2019-Q1 | Increased 46 |
STEEL DYNAMICS INC | 81,779 | $2.5M | 1.0% | $26.25 | 0.00% | 1 qtr | New 60 |
Micron Technology Inc. | 62,970 | $2.4M | 1.0% | $40.30 | -6.63% | 2 qtrssince 2019-Q1 | Decreased 0 |
OSHKOSH CORP | 29,016 | $2.4M | 1.0% | $74.33 | 0.00% | 1 qtr | New 60 |
Caterpillar Inc | 17,769 | $2.4M | 1.0% | $117.74 | 0.00% | 1 qtr | New 60 |
APPLIED MATLS INC | 53,700 | $2.4M | 1.0% | $36.99 | +13.81% | 2 qtrssince 2019-Q1 | Decreased 0 |
NUCOR CORP | 43,493 | $2.4M | 1.0% | $47.92 | 0.00% | 1 qtr | New 60 |
CUMMINS INC | 13,894 | $2.4M | 1.0% | $132.87 | +9.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
BORGWARNER INC | 56,548 | $2.4M | 1.0% | $30.17 | +9.80% | 2 qtrssince 2019-Q1 | Decreased 0 |
BEST BUY INC | 33,780 | $2.4M | 1.0% | $52.66 | -1.12% | 2 qtrssince 2019-Q1 | Decreased 0 |
BLOCK H & R INC | 80,097 | $2.3M | 1.0% | $17.83 | +23.51% | 2 qtrssince 2019-Q1 | Decreased 0 |
SEAGATE TECHNOLOGY PLC | 49,298 | $2.3M | 1.0% | $37.19 | -0.19% | 2 qtrssince 2019-Q1 | Decreased 0 |
MANPOWERGROUP INC | 24,038 | $2.3M | 1.0% | $63.90 | +18.27% | 2 qtrssince 2019-Q1 | Decreased 0 |
| 52,814 | $2.3M | 1.0% | — | — | 2 qtrssince 2019-Q1 | Decreased 0 | |
INTEL CORP | 48,407 | $2.3M | 1.0% | $41.71 | 0.00% | 1 qtr | New 51 |
ALLISON TRANSMISSION HLDGS I | 49,886 | $2.3M | 1.0% | $40.25 | +3.53% | 2 qtrssince 2019-Q1 | Decreased 0 |
Empowered Funds, LLC manages $239.3M across 94 positions as of Q2 2019. Top holdings: IMOM (10.2%), IVAL (9.9%), QMOM (8.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 32 new positions, 31 exits, 5 increased. Top move: STLD (NEW, conviction 60). Portfolio: $239M across 94 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR