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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 28 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BJRI BJS RESTAURANTS INC Consumer Cyclical 6,464.0 $393K 0.04% NEW $60.73 +5.9%
542 PAYC PAYCOM SOFTWARE INC Technology 3,123.0 $392K 0.04% NEW $125.68 +75.9%
543 RRC RANGE RES CORP Energy 10,505.0 $391K 0.04% NEW $37.19 +9.0%
544 PRG PROG HOLDINGS INC Industrials 8,381.0 $391K 0.04% NEW $46.61 -12.8%
545 MQ MARQETA INC Technology 96,067.0 $390K 0.04% NEW $4.06 +285.2%
546 OTEX OPEN TEXT CORP Technology 17,620.0 $390K 0.04% NEW $22.13 +10.5%
547 INTU INTUIT Technology 1,493.0 $390K 0.04% NEW $261.00 +39.1%
548 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 13,190.0 $390K 0.04% NEW $29.53 -8.6%
549 NAT NORDIC AMERICAN TANKERS LIMI Industrials 70,303.0 $389K 0.04% NEW $5.54 +26.7%
550 AAOI APPLIED OPTOELECTRONICS INC Technology 2,627.0 $389K 0.04% NEW $148.16 -17.6%
551 GDYN GRID DYNAMICS HLDGS INC Technology 68,339.0 $388K 0.04% NEW $5.68 +40.0%
552 POOL POOL CORP Industrials 1,806.0 $388K 0.04% NEW $214.90 -10.4%
553 MPT MEDICAL PROPERTIES TRUST INC Financial Services 83,964.0 $388K 0.04% NEW $4.62 -10.3%
554 GNL GLOBAL NET LEASE INC Real Estate 43,301.0 $387K 0.04% NEW $8.94 +0.4%
555 CPNG COUPANG INC Consumer Cyclical 22,264.0 $387K 0.04% NEW $17.37 -4.7%
556 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 115,771.0 $387K 0.04% NEW $3.34 -12.6%
557 SMCI SUPER MICRO COMPUTER INC Technology 13,178.0 $387K 0.04% NEW $29.33 +25.8%
558 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 6,370.0 $386K 0.04% NEW $60.67 +29.5%
559 CSCO CISCO SYS INC Technology 3,290.0 $386K 0.04% NEW $117.46 -5.9%
560 MLKN MILLERKNOLL INC Consumer Cyclical 18,886.0 $386K 0.04% NEW $20.46 +11.1%
Page 28 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%