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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 63 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 DX DYNEX CAP INC Real Estate 10,552.0 $138K 0.01% NEW $13.11 -0.6%
1242 ECL ECOLAB INC Basic Materials 496.0 $138K 0.01% NEW $278.61 +1.1%
1243 NHC NATIONAL HEALTHCARE CORP Healthcare 653.0 $138K 0.01% NEW $211.36 +10.4%
1244 ORLA ORLA MNG LTD NEW Basic Materials 14,093.0 $138K 0.01% NEW $9.79 -3.6%
1245 BKNG BOOKING HOLDINGS INC Consumer Cyclical 774.0 $138K 0.01% NEW $178.24 +17.6%
1246 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 59,179.0 $138K 0.01% NEW $2.33 +2.1%
1247 INSEEGO CORP 13,340.0 $138K 0.01% NEW $10.33
1248 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 10,579.0 $138K 0.01% NEW $13.02 +6.8%
1249 BIRKENSTOCK HOLDING PLC 3,200.0 $138K 0.01% NEW $43.03
1250 PODD INSULET CORP Healthcare 904.0 $138K 0.01% NEW $152.25 -2.7%
1251 DCBO DOCEBO INC Technology 7,681.0 $137K 0.01% NEW $17.90 +37.9%
1252 FPS FORGENT POWER SOLUTIONS INC Industrials 2,460.0 $137K 0.01% NEW $55.86 -40.6%
1253 BK TECHNOLOGIES CORPORATION 1,590.0 $137K 0.01% NEW $85.98
1254 OI O-I GLASS INC Consumer Cyclical 14,195.0 $137K 0.01% NEW $9.63 -25.5%
1255 VST VISTRA CORP Utilities 861.0 $137K 0.01% NEW $158.63 -14.1%
1256 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 4,734.0 $136K 0.01% NEW $28.72 -36.3%
1257 LTRX LANTRONIX INC Technology 23,117.0 $136K 0.01% NEW $5.88 +1.7%
1258 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 7,138.0 $136K 0.01% NEW $19.01 -5.9%
1259 SVC SERVICE PPTYS TR Real Estate 80,259.0 $136K 0.01% NEW $1.69 +377.5%
1260 TDW TIDEWATER INC NEW Energy 2,031.0 $135K 0.01% NEW $66.63 +43.0%
Page 63 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%