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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 65 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 WEX WEX INC Technology 927.0 $131K 0.01% NEW $141.09 +41.7%
1282 SEDG SOLAREDGE TECHNOLOGIES INC Energy 2,236.0 $131K 0.01% NEW $58.44 -47.2%
1283 EQIX EQUINIX INC Real Estate 125.0 $130K 0.01% NEW $1042.39 +2.2%
1284 FEDERATED HERMES INC 2,359.0 $130K 0.01% NEW $55.22
1285 CUBI CUSTOMERS BANCORP INC Financial Services 1,646.0 $130K 0.01% NEW $79.10 +0.9%
1286 IRMD IRADIMED CORP Healthcare 1,362.0 $130K 0.01% NEW $95.56 -8.1%
1287 NXPI NXP SEMICONDUCTORS N V Technology 463.0 $130K 0.01% NEW $281.03 -19.7%
1288 TSN TYSON FOODS INC Consumer Defensive 2,272.0 $130K 0.01% NEW $57.25 +2.1%
1289 GRC GORMAN RUPP CO Industrials 1,414.0 $130K 0.01% NEW $91.74 -14.9%
1290 BSM BLACK STONE MINERALS L P Energy 9,215.0 $129K 0.01% NEW $13.97 +6.6%
1291 ARIS ARIS MINING CORPORATION Basic Materials 8,628.0 $129K 0.01% NEW $14.91 +39.9%
1292 AEIS ADVANCED ENERGY INDS Industrials 344.0 $128K 0.01% NEW $372.87 -23.3%
1293 ARX ACCELERANT HOLDINGS Financial Services 10,943.0 $128K 0.01% NEW $11.72 +67.2%
1294 SLVM SYLVAMO CORP Basic Materials 3,380.0 $128K 0.01% NEW $37.80 -2.7%
1295 CNMD CONMED CORP Healthcare 3,895.0 $127K 0.01% NEW $32.73 +56.0%
1296 DNOW DNOW INC Energy 9,779.0 $127K 0.01% NEW $12.97 +20.9%
1297 NOC NORTHROP GRUMMAN CORP Industrials 249.0 $127K 0.01% NEW $509.31 +8.2%
1298 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 4,677.0 $127K 0.01% NEW $27.05 +3.6%
1299 JELD JELD-WEN HLDG INC Industrials 84,280.0 $126K 0.01% NEW $1.50 +53.3%
1300 MXL MAXLINEAR INC Technology 982.0 $126K 0.01% NEW $128.03 -48.0%
Page 65 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%