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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 32 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 JBI JANUS INTERNATIONAL GROUP IN Industrials 64,147.0 $356K 0.04% NEW $5.55 -7.7%
622 RRX REGAL REXNORD CORPORATION Industrials 1,489.0 $355K 0.04% NEW $238.19 -30.6%
623 ANGLOGOLD ASHANTI PLC 4,371.0 $354K 0.04% NEW $80.89
624 FAST FASTENAL CO Industrials 7,354.0 $353K 0.04% NEW $48.03 +5.3%
625 ASC ARDMORE SHIPPING CORP Industrials 25,194.0 $353K 0.04% NEW $14.01 +30.3%
626 RILY BRC GROUP HOLDINGS INC Financial Services 43,591.0 $350K 0.04% NEW $8.04 -12.6%
627 NVT NVENT ELEC PLC Industrials 2,060.0 $349K 0.04% NEW $169.61 -9.2%
628 GE GE AEROSPACE Industrials 931.0 $348K 0.04% NEW $373.73 -7.8%
629 F FORD MTR CO Consumer Cyclical 25,021.0 $348K 0.04% NEW $13.90 +0.8%
630 OSG OCTAVE SPECIALTY GROUP INC Financial Services 55,733.0 $348K 0.04% NEW $6.24 -28.2%
631 MIAMI INTL HLDGS INC 9,313.0 $346K 0.04% NEW $37.16
632 TBLA TABOOLA.COM LTD Communication Services 69,166.0 $346K 0.04% NEW $5.00 -26.9%
633 BVS BIOVENTUS INC Healthcare 36,579.0 $345K 0.04% NEW $9.44 +51.6%
634 FIVE FIVE BELOW INC Consumer Cyclical 1,918.0 $345K 0.04% NEW $179.79 +31.0%
635 CBT CABOT CORP Basic Materials 3,795.0 $345K 0.04% NEW $90.82 -6.2%
636 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 14,215.0 $344K 0.04% NEW $24.20 -39.0%
637 CRC CALIFORNIA RES CORP Energy 6,504.0 $344K 0.04% NEW $52.87 +0.5%
638 APOG APOGEE ENTERPRISES INC Industrials 7,517.0 $344K 0.04% NEW $45.74 -10.0%
639 EBF ENNIS INC Industrials 16,159.0 $343K 0.04% NEW $21.25 +3.6%
640 SWBI SMITH & WESSON BRANDS INC Industrials 22,767.0 $342K 0.04% NEW $15.04 -7.1%
Page 32 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%