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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 19 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 XZO EXZEO GROUP INC Financial Services 31,988.0 $540K 0.06% NEW $16.87 -5.6%
362 ALLT ALLOT LTD Technology 60,901.0 $539K 0.05% NEW $8.85 -8.9%
363 CTO CTO RLTY GROWTH INC NEW Real Estate 25,025.0 $538K 0.05% NEW $21.51 +1.9%
364 CAE CAE INC Industrials 21,487.0 $538K 0.05% NEW $25.05 +3.9%
365 CALUMET INC 14,916.0 $537K 0.05% NEW $36.02
366 NEM NEWMONT CORP Basic Materials 5,745.0 $537K 0.05% NEW $93.40 +24.9%
367 KGS KODIAK GAS SVCS INC Energy 7,142.0 $537K 0.05% NEW $75.13 -13.7%
368 INSW INTERNATIONAL SEAWAYS INC Energy 6,986.0 $535K 0.05% NEW $76.59 +28.1%
369 OSK OSHKOSH CORP Industrials 3,485.0 $535K 0.05% NEW $153.48 -2.8%
370 TBN TAMBORAN RES CORP Basic Materials 16,363.0 $532K 0.05% NEW $32.51 +15.8%
371 TDOC TELADOC HEALTH INC Healthcare 62,701.0 $532K 0.05% NEW $8.48 -23.8%
372 BCO BRINKS CO Industrials 5,601.0 $529K 0.05% NEW $94.49 +17.1%
373 PINE ALPINE INCOME PPTY TR INC Real Estate 25,472.0 $529K 0.05% NEW $20.76 -5.7%
374 XENE XENON PHARMACEUTICALS INC Healthcare 8,710.0 $526K 0.05% NEW $60.36 +4.3%
375 BFLY BUTTERFLY NETWORK INC Healthcare 62,378.0 $525K 0.05% NEW $8.42 +4.5%
376 EWTX EDGEWISE THERAPEUTICS INC Healthcare 12,913.0 $525K 0.05% NEW $40.63 +7.9%
377 SMMT SUMMIT THERAPEUTICS INC Healthcare 35,973.0 $524K 0.05% NEW $14.57 -12.2%
378 SCSC SCANSOURCE INC Technology 10,021.0 $522K 0.05% NEW $52.09 -0.2%
379 WT WISDOMTREE INC Financial Services 30,757.0 $521K 0.05% NEW $16.94 +36.1%
380 WEBULL CORP 79,583.0 $519K 0.05% NEW $6.52
Page 19 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%