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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 60 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 CENX CENTURY ALUM CO Basic Materials 3,309.0 $152K 0.01% NEW $46.01 -4.5%
1182 NHP NATIONAL HEALTHCARE PPTYS IN Real Estate 10,387.0 $152K 0.01% NEW $14.65 +15.8%
1183 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 3,706.0 $152K 0.01% NEW $41.03 -10.1%
1184 ONB OLD NATL BANCORP IND Financial Services 5,870.0 $152K 0.01% NEW $25.90 -0.3%
1185 OZK BANK OZK LITTLE ROCK ARK Financial Services 2,918.0 $152K 0.01% NEW $52.09 -5.1%
1186 VERSIGENT PLC 3,614.0 $152K 0.01% NEW $42.01
1187 IBOTTA INC 4,441.0 $152K 0.01% NEW $34.16
1188 TIGO MILLICOM INTL CELLULAR S A Communication Services 1,668.0 $151K 0.01% NEW $90.76 +3.2%
1189 CHE CHEMED CORP NEW Healthcare 325.0 $151K 0.01% NEW $465.74 +16.1%
1190 STTK SHATTUCK LABS INC Healthcare 21,785.0 $151K 0.01% NEW $6.94 +8.5%
1191 DCO DUCOMMUN INC DEL Industrials 813.0 $151K 0.01% NEW $185.21 +3.5%
1192 RHLD RESOLUTE HLDGS MGMT INC Industrials 1,034.0 $149K 0.01% NEW $144.53 -11.7%
1193 WASH WASHINGTON TR BANCORP INC Financial Services 4,086.0 $149K 0.01% NEW $36.48 +8.9%
1194 VRTX VERTEX PHARMACEUTICALS INC Healthcare 300.0 $149K 0.01% NEW $496.73 +10.3%
1195 PHM PULTE GROUP INC Consumer Cyclical 1,085.0 $149K 0.01% NEW $137.21 -6.0%
1196 SHW SHERWIN WILLIAMS CO Basic Materials 431.0 $148K 0.01% NEW $344.32 +0.7%
1197 RGP RESOURCES CONNECTION INC Industrials 34,818.0 $148K 0.01% NEW $4.25 +2.1%
1198 ZTS ZOETIS INC Healthcare 2,055.0 $148K 0.01% NEW $71.86 +8.2%
1199 STLD STEEL DYNAMICS INC Basic Materials 642.0 $147K 0.01% NEW $229.46 -0.3%
1200 ALRM ALARM COM HLDGS INC Technology 3,146.0 $147K 0.01% NEW $46.72 +23.1%
Page 60 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 30.5%
Technology 22.2%
Industrials 12.6%
Healthcare 10.5%
Consumer Cyclical 7.9%
Energy 4.2%
Communication Services 3.6%
Basic Materials 3.0%
Consumer Defensive 2.6%
Real Estate 2.2%