Empowered Funds, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings94 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
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% | $21.17 | -2.65% | 2 qtrssince 2019-Q1 | Decreased 0 |
EA SERIES TRUST | 678,428 | $21.3M | 8.9% | $28.14 | +6.36% | 2 qtrssince 2019-Q1 | Decreased 0 |
EA SERIES TRUST | 704,693 | $19.8M | 8.3% | $25.35 | -1.74% | 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% | $26.45 | 0.00% | 1 qtr | New 60 |
MICRON TECHNOLOGY INC | 62,970 | $2.4M | 1.0% | $40.33 | -6.65% | 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 MATERIALS 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% | $48.31 | 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% | $30.41 | +9.80% | 2 qtrssince 2019-Q1 | Decreased 0 |
BEST BUY CO INC | 33,780 | $2.4M | 1.0% | $54.74 | -1.11% | 2 qtrssince 2019-Q1 | Decreased 0 |
BLOCK H & R INC | 80,097 | $2.3M | 1.0% | $18.44 | +23.48% | 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 WIS | 24,038 | $2.3M | 1.0% | $65.39 | +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 HOLDING | 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: Momentum Trader. HoldingsIntel Rating: 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
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer