Stock Taper

EMPOWERED FUNDS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
White Mountains Insurance Group, Ltd.WTM103$213.56K
Graham Holdings CompanyGHC438$499.94K
Ubiquiti Inc.UI471$251.53K
Winmark CorporationWINA476$201.39K
MYR Group Inc.MYRG561$280.72K
Valmont Industries, Inc.VMI602$347.71K
First Citizens BancShares, Inc.FCNCA770$1.6M
Assurant, Inc.AIZ845$226.91K
Celestica Inc.CLS882$321.75K
Materion CorporationMTRN886$263.49K
Markel CorporationMKL900$1.76M
ESCO Technologies Inc.ESE909$318.19K
argenx SEARGX922$855.4K
Plexus Corp.PLXS944$283.83K
Group 1 Automotive, Inc.GPI998$290.59K
Watsco, Inc.WSO1.01K$420.06K
Lennox International Inc.LII1.08K$617.07K
Cavco Industries, Inc.CVCO1.1K$675.82K
FactSet Research Systems Inc.FDS1.14K$262.98K
Penske Automotive Group, Inc.PAG1.26K$225.3K