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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 23 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NU NU HLDGS LTD Financial Services 34,395.0 $460K 0.05% NEW $13.36 +7.4%
442 CRI CARTERS INC Consumer Cyclical 11,162.0 $459K 0.05% NEW $41.16 -8.7%
443 GNRC GENERAC HLDGS INC Industrials 1,569.0 $459K 0.05% NEW $292.81 -27.7%
444 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 5,273.0 $459K 0.05% NEW $87.10 -13.5%
445 GCT GIGACLOUD TECHNOLOGY INC Technology 14,527.0 $459K 0.05% NEW $31.60 +55.3%
446 BAND BANDWIDTH INC Technology 7,239.0 $458K 0.05% NEW $63.30 -16.4%
447 DNLI DENALI THERAPEUTICS INC Healthcare 17,778.0 $457K 0.05% NEW $25.72 -5.5%
448 BNL BROADSTONE NET LEASE INC Real Estate 22,082.0 $456K 0.05% NEW $20.67 +0.5%
449 DB DEUTSCHE BK AG Financial Services 13,509.0 $456K 0.05% NEW $33.76 +12.8%
450 CEVA CEVA INC Technology 9,661.0 $456K 0.05% NEW $47.16 -37.1%
451 ADAMM ADAMAS TRUST INC. Financial Services 48,530.0 $455K 0.05% NEW $9.38 +171.7%
452 ITW ILLINOIS TOOL WKS INC Industrials 1,680.0 $454K 0.05% NEW $270.47 +5.2%
453 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 6,208.0 $453K 0.05% NEW $72.98 +8.8%
454 CCC CCC INTELLIGENT SOLUTIONS HL Technology 87,756.0 $453K 0.05% NEW $5.16 +38.4%
455 TRUP TRUPANION INC Financial Services 18,257.0 $452K 0.05% NEW $24.77 +21.0%
456 CF CF INDUSTRIES HOLD Basic Materials 4,176.0 $452K 0.05% NEW $108.26 +10.6%
457 ASML ASML HLDG NV Technology 227.0 $452K 0.05% NEW $1989.44 -9.4%
458 LRCX LAM RESEARCH CORP Technology 1,040.0 $451K 0.05% NEW $433.33 -24.3%
459 FRT FEDERAL RLTY INVT TR NEW Real Estate 3,647.0 $450K 0.05% NEW $123.44 -4.8%
460 NI NISOURCE INC Utilities 9,441.0 $449K 0.04% NEW $47.55 -11.4%
Page 23 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%