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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 21 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NTGR NETGEAR INC Technology 21,463.0 $501K 0.05% NEW $23.35 -5.3%
402 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 80,262.0 $501K 0.05% NEW $6.24 -8.0%
403 DK DELEK US HLDGS INC NEW Energy 9,856.0 $501K 0.05% NEW $50.81 +34.3%
404 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 28,930.0 $501K 0.05% NEW $17.31 +5.1%
405 ACADIAN ASSET MANAGEMENT INC 6,966.0 $498K 0.05% NEW $71.52
406 AGYS AGILYSYS INC Technology 4,763.0 $498K 0.05% NEW $104.50 +7.1%
407 CNQ CANADIAN NAT RES LTD MED TER Energy 12,581.0 $497K 0.05% NEW $39.54 +25.4%
408 VIKING HOLDINGS LTD 4,736.0 $496K 0.05% NEW $104.67
409 HRL HORMEL FOODS CORP Consumer Defensive 19,959.0 $495K 0.05% NEW $24.82 -1.9%
410 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 29,200.0 $495K 0.05% NEW $16.96 -9.9%
411 GFF GRIFFON CORP Industrials 5,073.0 $495K 0.05% NEW $97.53 +3.8%
412 MANH MANHATTAN ASSOCIATES INC Technology 3,550.0 $494K 0.05% NEW $139.25 +42.5%
413 UBER UBER TECHNOLOGIES INC Technology 6,843.0 $494K 0.05% NEW $72.16 +3.5%
414 HLF HERBALIFE LTD Consumer Defensive 37,484.0 $493K 0.05% NEW $13.15 -6.2%
415 BBWI BATH & BODY WORKS INC Consumer Cyclical 21,200.0 $490K 0.05% NEW $23.13 -13.4%
416 KGC KINROSS GOLD CORP Basic Materials 20,622.0 $487K 0.05% NEW $23.62 +14.8%
417 VSAT VIASAT INC Technology 5,412.0 $486K 0.05% NEW $89.81 -15.3%
418 CTRI CENTURI HOLDINGS INC Utilities 16,058.0 $486K 0.05% NEW $30.24 -25.1%
419 KBR KBR INC Industrials 14,060.0 $485K 0.05% NEW $34.53 +8.9%
420 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,689.0 $485K 0.05% NEW $131.43 -0.9%
Page 21 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%