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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 17 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PBF PBF ENERGY INC Energy 12,603.0 $574K 0.06% NEW $45.52 +64.9%
322 OTIS OTIS WORLDWIDE CORP Industrials 7,978.0 $571K 0.06% NEW $71.60 -1.1%
323 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 9,980.0 $571K 0.06% NEW $57.22 +19.1%
324 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 14,959.0 $571K 0.06% NEW $38.15 +0.5%
325 LITE LUMENTUM HLDGS INC Technology 665.0 $571K 0.06% NEW $858.06 +2.0%
326 KLIC KULICKE & SOFFA INDS INC Technology 4,253.0 $569K 0.06% NEW $133.76 -31.5%
327 UHS UNIVERSAL HLTH SVCS INC Healthcare 3,825.0 $569K 0.06% NEW $148.69 +17.6%
328 UFPI UFP INDUSTRIES INC Basic Materials 6,260.0 $568K 0.06% NEW $90.74 -3.1%
329 IAG IAMGOLD CORP Basic Materials 35,824.0 $568K 0.06% NEW $15.84 +15.9%
330 TDAY USA TODAY CO INC Communication Services 66,311.0 $567K 0.06% NEW $8.55 -20.9%
331 APH AMPHENOL CORP Technology 3,204.0 $565K 0.06% NEW $176.32 -9.8%
332 THRM GENTHERM INC Consumer Cyclical 16,503.0 $563K 0.06% NEW $34.11 +24.5%
333 TRMB TRIMBLE INC Technology 10,987.0 $562K 0.06% NEW $51.18 +12.0%
334 SIX FLAGS ENTERTAINMENT CORP 26,387.0 $562K 0.06% NEW $21.30
335 ALAB ASTERA LABS INC Technology 1,161.0 $561K 0.06% NEW $483.02 -38.7%
336 CAMT CAMTEK LTD Technology 3,433.0 $560K 0.06% NEW $163.12 -4.0%
337 OPFI OPPFI INC Technology 56,132.0 $557K 0.06% NEW $9.93 -28.9%
338 BV BRIGHTVIEW HLDGS INC Industrials 39,306.0 $557K 0.06% NEW $14.17 -19.3%
339 PAYS PAYSIGN INC Technology 67,848.0 $556K 0.06% NEW $8.19 +66.7%
340 FG F&G ANNUITIES & LIFE INC Financial Services 20,883.0 $555K 0.06% NEW $26.59 -2.3%
Page 17 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%