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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 61 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 1,964.0 $147K 0.01% NEW $74.81 +2.8%
1202 PECO PHILLIPS EDISON & CO INC Real Estate 3,530.0 $147K 0.01% NEW $41.62 -5.6%
1203 LEIDOS HOLDINGS INC 1,426.0 $147K 0.01% NEW $102.97
1204 DOCN DIGITALOCEAN HLDGS INC Technology 931.0 $146K 0.01% NEW $157.03 -26.4%
1205 SINCLAIR INC 10,258.0 $146K 0.01% NEW $14.25
1206 BLOCK INC 1,921.0 $146K 0.01% NEW $76.00
1207 NE NOBLE CORP PLC Energy 3,904.0 $146K 0.01% NEW $37.30 +24.0%
1208 IDYA IDEAYA BIOSCIENCES INC Healthcare 3,901.0 $145K 0.01% NEW $37.27 +6.4%
1209 ACRS ACLARIS THERAPEUTICS INC Healthcare 27,439.0 $145K 0.01% NEW $5.29 +21.2%
1210 NMIH NMI HLDGS INC Financial Services 3,530.0 $145K 0.01% NEW $41.09 +9.9%
1211 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 2,343.0 $145K 0.01% NEW $61.82 -2.4%
1212 APARTMENT INVT & MGMT CO 48,657.0 $145K 0.01% NEW $2.97
1213 BRC BRADY CORP Industrials 1,576.0 $144K 0.01% NEW $91.57 -0.3%
1214 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 436.0 $144K 0.01% NEW $330.46 -1.2%
1215 TTMI TTM TECHNOLOGIES INC Technology 770.0 $144K 0.01% NEW $187.02 -40.9%
1216 OVID OVID THERAPEUTICS INC Healthcare 53,438.0 $144K 0.01% NEW $2.69 +4.1%
1217 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 41,299.0 $144K 0.01% NEW $3.48 +14.1%
1218 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 14,515.0 $144K 0.01% NEW $9.90 -28.3%
1219 GBX GREENBRIER COS INC Industrials 2,930.0 $144K 0.01% NEW $49.01 -6.0%
1220 PLAB PHOTRONICS INC Technology 4,402.0 $143K 0.01% NEW $32.53 -6.2%
Page 61 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%