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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 15 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BCS BARCLAYS PLC Financial Services 23,482.0 $631K 0.06% NEW $26.86 +1.6%
282 AROC ARCHROCK INC Energy 15,466.0 $630K 0.06% NEW $40.71 -15.5%
283 UNH UNITEDHEALTH GROUP INC Healthcare 1,514.0 $629K 0.06% NEW $415.63 -4.9%
284 RNG RINGCENTRAL INC Technology 16,139.0 $629K 0.06% NEW $38.98 +68.5%
285 AMAT APPLIED MATLS INC Technology 864.0 $625K 0.06% NEW $723.00 -30.1%
286 DLO DLOCAL LTD Technology 47,798.0 $621K 0.06% NEW $12.99 +5.2%
287 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 13,100.0 $619K 0.06% NEW $47.27 +7.3%
288 AWI ARMSTRONG WORLD INDS INC NEW Industrials 3,860.0 $619K 0.06% NEW $160.42 +10.7%
289 MYGN MYRIAD GENETICS INC Healthcare 107,783.0 $615K 0.06% NEW $5.71 -49.9%
290 LOMA LOMA NEGRA C I A S A MTN Basic Materials 53,744.0 $615K 0.06% NEW $11.45 -19.7%
291 CRM SALESFORCE INC Technology 3,917.0 $614K 0.06% NEW $156.66 +26.0%
292 BLBD BLUE BIRD CORP Consumer Cyclical 7,754.0 $612K 0.06% NEW $78.96 -21.9%
293 EBC EASTERN BANKSHARES INC Financial Services 27,510.0 $612K 0.06% NEW $22.24 +5.2%
294 DOV DOVER CORP Industrials 2,713.0 $608K 0.06% NEW $224.28 -9.4%
295 IRIDIUM COMMUNICATIONS INC 11,088.0 $608K 0.06% NEW $54.85
296 TOST TOAST INC Technology 21,824.0 $607K 0.06% NEW $27.82 +27.2%
297 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,316.0 $604K 0.06% NEW $459.13 +13.1%
298 BWAY BRAINSWAY LTD Healthcare 38,745.0 $601K 0.06% NEW $15.51 -6.3%
299 TX TERNIUM SA Basic Materials 14,053.0 $600K 0.06% NEW $42.70 +25.7%
300 CSX CSX CORP Industrials 12,566.0 $597K 0.06% NEW $47.53 +6.0%
Page 15 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%