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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 13 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 POWI POWER INTEGRATIONS INC Technology 8,424.0 $706K 0.07% NEW $83.76 -30.3%
242 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 6,354.0 $705K 0.07% NEW $111.03 +4.7%
243 FIRST HAWAIIAN INC 24,041.0 $704K 0.07% NEW $29.30
244 KAI KADANT INC Industrials 2,241.0 $704K 0.07% NEW $314.23 +2.8%
245 SU SUNCOR ENERGY INC NEW Energy 13,058.0 $701K 0.07% NEW $53.71 +24.7%
246 TECHNIPFMC PLC 10,562.0 $700K 0.07% NEW $66.30
247 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 14,648.0 $699K 0.07% NEW $47.74 -5.0%
248 MANU MANCHESTER UTD PLC NEW Communication Services 30,455.0 $698K 0.07% NEW $22.93 +1.5%
249 NVST ENVISTA HOLDINGS CORPORATION Healthcare 26,457.0 $697K 0.07% NEW $26.35 +5.8%
250 OLED UNIVERSAL DISPLAY CORP Technology 8,023.0 $695K 0.07% NEW $86.59 -2.0%
251 SAIC SCIENCE APPLICATIONS INTL CO Technology 6,292.0 $695K 0.07% NEW $110.41 +13.8%
252 DRH DIAMONDROCK HOSPITALITY CO Real Estate 56,947.0 $694K 0.07% NEW $12.18 +2.5%
253 DBX DROPBOX INC Technology 25,206.0 $692K 0.07% NEW $27.47 +23.6%
254 CART MAPLEBEAR INC Consumer Cyclical 14,618.0 $692K 0.07% NEW $47.35 +6.1%
255 JCI JOHNSON CONTROLS INTERNATION Industrials 4,736.0 $692K 0.07% NEW $146.11 +2.4%
256 ENLIGHT RENEWABLE ENERGY LTD 7,751.0 $690K 0.07% NEW $89.02
257 INGR INGREDION INC Consumer Defensive 7,273.0 $689K 0.07% NEW $94.71 +11.5%
258 BALL BALL CORP Consumer Cyclical 10,988.0 $686K 0.07% NEW $62.40 -1.2%
259 RLJ RLJ LODGING TR Real Estate 57,647.0 $683K 0.07% NEW $11.85 -5.8%
260 HST HOST HOTELS & RESORTS INC Real Estate 28,614.0 $678K 0.07% NEW $23.71 -2.8%
Page 13 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%