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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 69 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 LULU LULULEMON ATHLETICA INC Consumer Cyclical 954.0 $109K 0.01% NEW $114.18 +6.0%
1362 IMNM IMMUNOME INC Healthcare 5,140.0 $109K 0.01% NEW $21.19 +34.6%
1363 MWA MUELLER WTR PRODS INC Industrials 4,214.0 $109K 0.01% NEW $25.83 -3.4%
1364 KLTR KALTURA INC Technology 83,554.0 $109K 0.01% NEW $1.30 +23.8%
1365 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 3,843.0 $109K 0.01% NEW $28.24 +10.1%
1366 SOUN SOUNDHOUND AI INC Technology 16,705.0 $108K 0.01% NEW $6.47 +13.1%
1367 NUVL NUVALENT INC Healthcare 870.0 $107K 0.01% NEW $123.50 +0.4%
1368 EGP EASTGROUP PPTYS INC Real Estate 530.0 $107K 0.01% NEW $202.53 -0.8%
1369 SAP SAP SE Technology 696.0 $107K 0.01% NEW $154.11 +41.9%
1370 KOS KOSMOS ENERGY LTD Energy 50,739.0 $107K 0.01% NEW $2.11 +40.3%
1371 SITE CTRS CORP 26,957.0 $107K 0.01% NEW $3.97
1372 ETON PHARMACEUTICALS INC 2,950.0 $107K 0.01% NEW $36.20
1373 AX AXOS FINANCIAL INC Financial Services 1,095.0 $107K 0.01% NEW $97.39 -0.7%
1374 PRENETICS GLOBAL LTD 5,566.0 $106K 0.01% NEW $19.12
1375 TTI TETRA TECHNOLOGIES INC DEL Energy 9,376.0 $106K 0.01% NEW $11.33 -36.5%
1376 EQNR EQUINOR ASA Energy 3,376.0 $106K 0.01% NEW $31.40 +36.5%
1377 XPO XPO INC Industrials 512.0 $105K 0.01% NEW $205.29 -3.7%
1378 GRAN TIERRA ENERGY INC 16,795.0 $105K 0.01% NEW $6.25
1379 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 911.0 $104K 0.01% NEW $114.41 -16.1%
1380 PAGAYA TECHNOLOGIES LTD 5,682.0 $104K 0.01% NEW $18.25
Page 69 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%