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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 18 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LVS LAS VEGAS SANDS CORP Consumer Cyclical 11,988.0 $554K 0.06% NEW $46.19 -1.6%
342 MTCH MATCH GROUP INC NEW Communication Services 14,551.0 $554K 0.06% NEW $38.05 +1.7%
343 B BARRICK MNG CORP Basic Materials 15,054.0 $553K 0.06% NEW $36.73 +14.6%
344 GLOBUS MED INC 6,991.0 $552K 0.06% NEW $79.01
345 BANF BANCFIRST CORP Financial Services 4,954.0 $551K 0.06% NEW $111.13 +3.5%
346 CB CHUBB LIMITED Financial Services 1,613.0 $550K 0.06% NEW $340.74 +1.3%
347 ESE ESCO TECHNOLOGIES INC Technology 1,569.0 $549K 0.06% NEW $350.04 -12.4%
348 SEPN SEPTERNA INC Healthcare 16,379.0 $549K 0.06% NEW $33.49 +30.8%
349 KEX KIRBY CORP Industrials 4,022.0 $547K 0.06% NEW $135.97 +2.8%
350 PRVA PRIVIA HEALTH GROUP INC Healthcare 21,215.0 $546K 0.06% NEW $25.73 -16.4%
351 APPS DIGITAL TURBINE INC Technology 42,172.0 $544K 0.06% NEW $12.90 -6.0%
352 TDC TERADATA CORP DEL Technology 15,689.0 $544K 0.06% NEW $34.65 -17.8%
353 THRY THRYV HLDGS INC Communication Services 137,678.0 $542K 0.06% NEW $3.94 -50.0%
354 ST SENSATA TECHNOLOGIES HLDG PL Technology 11,360.0 $542K 0.06% NEW $47.74 -9.7%
355 SMWB SIMILARWEB LTD Communication Services 88,458.0 $542K 0.06% NEW $6.13 +39.8%
356 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 7,554.0 $542K 0.06% NEW $71.74 +1.0%
357 SBR SABINE RTY TR Energy 7,392.0 $541K 0.06% NEW $73.20 -1.0%
358 ENS ENERSYS Industrials 2,314.0 $541K 0.06% NEW $233.82 -14.2%
359 KBH KB HOME Consumer Cyclical 8,636.0 $541K 0.06% NEW $62.59 -13.8%
360 OVV OVINTIV INC Energy 10,263.0 $540K 0.06% NEW $52.65 +23.5%
Page 18 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%