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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 94 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 CMP COMPASS MINERALS INTL INC Basic Materials 63.0 $2K NEW $31.13 -17.2%
1862 ASST STRIVE INC Communication Services 172.0 $2K NEW $10.91 +21.0%
1863 MVST MICROVAST HOLDINGS INC Industrials 1,051.0 $1K NEW $1.17 -31.0%
1864 SANA SANA BIOTECHNOLOGY INC Healthcare 307.0 $1K NEW $3.49 +5.5%
1865 ORIC ORIC PHARMACEUTICALS INC Healthcare 89.0 $964.0 NEW $10.83 +23.5%
1866 KULR TECHNOLOGY GROUP INC 185.0 $705.0 NEW $3.81
1867 ASPI ASP ISOTOPES INC Basic Materials 86.0 $535.0 NEW $6.22 -35.4%
1868 SWMR SWARMER INC Technology 11.0 $487.0 NEW $44.27 +6.3%
1869 SCLX SCILEX HOLDING CO Healthcare 9.0 $74.0 NEW $8.22 -22.2%
1870 OMNIAB OPERATIONS INC 137.0 NEW
1871 OMNIAB INC 137.0 NEW
1872 PERSHING SQUARE HOLDINGS GP LLC 64.0 NEW
Page 94 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%