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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 91 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 URGN UROGEN PHARMA LTD Healthcare 530.0 $20K 0.00% NEW $36.80 +33.6%
1802 AKBA AKEBIA THREAPEUTICS INC Healthcare 16,125.0 $18K 0.00% NEW $1.14 -24.8%
1803 STEP STEPSTONE GROUP INC Financial Services 439.0 $18K 0.00% NEW $41.36 +18.3%
1804 DYN DYNE THERAPEUTICS INC Healthcare 804.0 $18K 0.00% NEW $22.21 +17.2%
1805 DC DAKOTA GOLD CORP Basic Materials 4,150.0 $18K 0.00% NEW $4.26 +38.1%
1806 RAMACO RES INC 1,331.0 $18K 0.00% NEW $13.23
1807 XNCR XENCOR INC Healthcare 1,089.0 $18K 0.00% NEW $16.10 +56.1%
1808 ASIX ADVANSIX INC Basic Materials 876.0 $17K 0.00% NEW $19.88 -16.7%
1809 WRN WESTERN COPPER & GOLD CORP Basic Materials 7,707.0 $17K 0.00% NEW $2.24 +5.6%
1810 FC FRANKLIN COVEY CO Industrials 693.0 $17K 0.00% NEW $24.53 -19.5%
1811 JBLU JETBLUE AIRWAYS CORP Industrials 2,659.0 $15K 0.00% NEW $5.73 -11.6%
1812 VIZSLA SILVER CORP 4,518.0 $15K 0.00% NEW $3.30
1813 WSBF WATERSTONE FINL INC MD Financial Services 677.0 $14K 0.00% NEW $20.73 +2.0%
1814 ATLANTA BRAVES HLDGS INC 246.0 $14K 0.00% NEW $56.31
1815 NXE NEXGEN ENERGY LTD Energy 1,410.0 $13K 0.00% NEW $9.39 +8.9%
1816 IVVD INVIVYD INC Healthcare 15,144.0 $13K 0.00% NEW $0.87 -0.7%
1817 MPLT MAPLIGHT THERAPEUTICS INC Healthcare 361.0 $13K 0.00% NEW $35.84 -67.3%
1818 PHVS PHARVARIS N V Healthcare 371.0 $13K 0.00% NEW $34.58 +2.7%
1819 SAFX XCF GLOBAL INC Energy 28,184.0 $12K 0.00% NEW $0.44 -1.2%
1820 THM INTERNATIONAL TOWER HILL MIN Basic Materials 6,131.0 $12K 0.00% NEW $1.96 +31.0%
Page 91 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 30.3%
Technology 22.1%
Industrials 12.5%
Healthcare 10.4%
Consumer Cyclical 7.8%
Communication Services 4.3%
Energy 4.1%
Basic Materials 3.0%
Consumer Defensive 2.6%
Real Estate 2.1%