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Portfolio (Quarterly) Guide ↗

State of Wyoming

· CIK 0001821626
13F Portfolio $989M AUM 1,872 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1872 New
Page 1 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 265,295.0 $198.1M 20.03% NEW $746.77 +3.5%
2 EFA ISHARES TR 212,452.0 $22.1M 2.23% NEW $103.88 +4.4%
3 NVDA NVIDIA CORPORATION Technology 101,718.0 $20.4M 2.06% NEW $200.09 +12.5%
4 AAPL APPLE INC Technology 48,753.0 $14.1M 1.43% NEW $289.36 +5.6%
5 MSFT MICROSOFT CORP Technology 30,409.0 $11.3M 1.15% NEW $373.02 +28.8%
6 EMXC ISHARES INC 101,651.0 $10.4M 1.05% NEW $102.30 -3.9%
7 GOOGL ALPHABET INC Communication Services 28,257.0 $10.1M 1.02% NEW $357.37 -3.7%
8 EWT ISHARES INC 91,410.0 $9.9M 1.00% NEW $108.61 -0.7%
9 GOOG ALPHABET INC Communication Services 18,425.0 $6.5M 0.66% NEW $353.33 -3.4%
10 MRVL MARVELL TECHNOLOGY INC Technology 15,202.0 $4.5M 0.46% NEW $297.89 -21.3%
11 MU MICRON TECHNOLOGY INC Technology 3,746.0 $4.3M 0.44% NEW $1154.29 -12.3%
12 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 48,106.0 $4.2M 0.42% NEW $87.04 +8.4%
13 META META PLATFORMS INC Communication Services 7,281.0 $4.1M 0.41% NEW $563.29 +1.0%
14 INCY INCYTE CORP Healthcare 35,525.0 $4.0M 0.41% NEW $113.36 +8.9%
15 TSEM TOWER SEMICONDUCTOR LTD Technology 15,449.0 $4.0M 0.41% NEW $260.64 +1.2%
16 EEM ISHARES TR 58,543.0 $4.0M 0.41% NEW $68.41 -1.6%
17 INDA ISHARES TR 79,530.0 $3.9M 0.40% NEW $49.39 +0.4%
18 AMZN AMAZON COM INC Consumer Cyclical 16,336.0 $3.9M 0.39% NEW $238.34 +9.6%
19 AVGO BROADCOM INC Technology 10,253.0 $3.9M 0.39% NEW $377.75 +3.9%
20 ICLR ICON PUB LTD CO Healthcare 22,228.0 $3.9M 0.39% NEW $173.71 -2.5%
Page 1 of 94  ·  1,872 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
Financial Services 30.3%
Technology 22.1%
Industrials 12.5%
Healthcare 10.4%
Consumer Cyclical 7.8%
Communication Services 4.3%
Energy 4.1%
Basic Materials 3.0%
Consumer Defensive 2.6%
Real Estate 2.1%