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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 29 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CXM SPRINKLR INC Technology 74,729.0 $386K 0.04% NEW $5.16 +38.2%
562 IEX IDEX CORP Industrials 1,699.0 $386K 0.04% NEW $226.95 +3.3%
563 WAL WESTERN ALLIANCE BANCORP Financial Services 4,677.0 $384K 0.04% NEW $82.20 -2.2%
564 KOP KOPPERS HOLDINGS INC Basic Materials 8,550.0 $384K 0.04% NEW $44.90 +0.0%
565 MOH MOLINA HEALTHCARE INC Healthcare 1,678.0 $384K 0.04% NEW $228.70 -12.0%
566 CARG CARGURUS INC Consumer Cyclical 11,254.0 $384K 0.04% NEW $34.09 +8.7%
567 LPG DORIAN LPG LTD Energy 10,980.0 $382K 0.04% NEW $34.78 +42.7%
568 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 3,102.0 $380K 0.04% NEW $122.58 +26.4%
569 RSKD RISKIFIED LTD Technology 75,317.0 $380K 0.04% NEW $5.04 +19.4%
570 AM ANTERO MIDSTREAM CORP Energy 16,677.0 $379K 0.04% NEW $22.75 -1.5%
571 ACI ALBERTSONS COMPANIES INC Consumer Defensive 27,955.0 $378K 0.04% NEW $13.53 -10.4%
572 HQY HEALTHEQUITY INC Healthcare 4,169.0 $377K 0.04% NEW $90.32 +15.1%
573 ENERFLEX LTD 15,358.0 $376K 0.04% NEW $24.51
574 PL PLANET LABS PBC Industrials 11,346.0 $376K 0.04% NEW $33.13 -31.7%
575 GNTX GENTEX CORP Consumer Cyclical 14,862.0 $376K 0.04% NEW $25.27 -6.5%
576 CURB CURBLINE PPTYS CORP Real Estate 12,342.0 $375K 0.04% NEW $30.40 -1.4%
577 EMBJ EMBRAER S.A. Industrials 5,878.0 $375K 0.04% NEW $63.80 +21.9%
578 GGB GERDAU SA Basic Materials 92,772.0 $375K 0.04% NEW $4.04 +10.4%
579 PRDO PERDOCEO ED CORP Consumer Defensive 11,709.0 $375K 0.04% NEW $32.00 +2.1%
580 RTO RENTOKIL INITIAL PLC Industrials 13,051.0 $373K 0.04% NEW $28.61 -17.7%
Page 29 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%