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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 73 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 ALLIED GOLD CORP 3,597.0 $86K 0.01% NEW $23.78
1442 ANIP ANI PHARMACEUTICALS INC Healthcare 1,033.0 $86K 0.01% NEW $82.78 -9.0%
1443 NEWP NEW PAC METALS CORP Basic Materials 21,122.0 $85K 0.01% NEW $4.02 +64.2%
1444 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 591.0 $84K 0.01% NEW $142.41 -7.7%
1445 BETTER HOME & FINANCE HOLDIN 3,059.0 $84K 0.01% NEW $27.50
1446 ZIP ZIPRECRUITER INC Industrials 22,170.0 $83K 0.01% NEW $3.75 +12.3%
1447 SEALSQ CORP 26,369.0 $83K 0.01% NEW $3.15
1448 CTRN CITI TRENDS INC Consumer Cyclical 1,436.0 $83K 0.01% NEW $57.84 +24.0%
1449 HIW HIGHWOODS PPTYS INC Real Estate 2,752.0 $83K 0.01% NEW $30.16 +4.1%
1450 WLY WILEY JOHN & SONS INC Communication Services 1,708.0 $83K 0.01% NEW $48.51 +6.3%
1451 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 2,274.0 $83K 0.01% NEW $36.41 +4.8%
1452 ELECTROVAYA INC 7,879.0 $83K 0.01% NEW $10.50
1453 GRND GRINDR INC Technology 5,747.0 $83K 0.01% NEW $14.37 +8.1%
1454 VELO3D INC 4,704.0 $83K 0.01% NEW $17.55
1455 ORBS EIGHTCO HOLDINGS INC Technology 118,207.0 $82K 0.01% NEW $0.70 +26.5%
1456 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 6,067.0 $82K 0.01% NEW $13.55 -1.8%
1457 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 1,959.0 $82K 0.01% NEW $41.87 -9.4%
1458 CCS CENTURY COMMUNITIES INC Consumer Cyclical 1,143.0 $82K 0.01% NEW $71.66 -2.6%
1459 IPSC CENTURY THERAPEUTICS INC Healthcare 33,425.0 $82K 0.01% NEW $2.45 -15.5%
1460 HCI HCI GROUP INC Financial Services 467.0 $82K 0.01% NEW $175.25 +4.1%
Page 73 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%