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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 33 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 XHR XENIA HOTELS & RESORTS INC Real Estate 16,808.0 $342K 0.04% NEW $20.36 -4.8%
642 ETN EATON CORP PLC Industrials 803.0 $342K 0.04% NEW $426.12 -2.5%
643 CHRD CHORD ENERGY CORPORATION Energy 2,988.0 $342K 0.04% NEW $114.30 +30.2%
644 RNST RENASANT CORP Financial Services 8,003.0 $340K 0.03% NEW $42.54 -1.7%
645 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 4,175.0 $340K 0.03% NEW $81.51 +7.3%
646 DIEBOLD NIXDORF INC 3,999.0 $340K 0.03% NEW $85.02
647 MLI MUELLER INDS INC Industrials 2,760.0 $339K 0.03% NEW $122.93 -49.6%
648 HSTM HEALTHSTREAM INC Healthcare 12,446.0 $339K 0.03% NEW $27.25 +4.9%
649 ACH ACCENDRA HEALTH INC Healthcare 99,061.0 $339K 0.03% NEW $3.42 -61.7%
650 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 6,242.0 $337K 0.03% NEW $53.95 -23.8%
651 EGHT 8X8 INC NEW Technology 196,562.0 $336K 0.03% NEW $1.71 +18.1%
652 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 11,271.0 $336K 0.03% NEW $29.78 -21.3%
653 UVE UNIVERSAL INS HLDGS INC Financial Services 8,092.0 $335K 0.03% NEW $41.36 +2.3%
654 MGRC MCGRATH RENTCORP Industrials 2,760.0 $334K 0.03% NEW $121.03 -3.8%
655 MAMA MAMAS CREATIONS INC Consumer Defensive 18,674.0 $333K 0.03% NEW $17.85 -10.4%
656 WK WORKIVA INC Technology 6,841.0 $332K 0.03% NEW $48.51 +55.4%
657 UTMD UTAH MED PRODS INC Healthcare 4,803.0 $331K 0.03% NEW $68.98 +3.5%
658 WRBY WARBY PARKER INC Healthcare 10,845.0 $329K 0.03% NEW $30.34 -9.5%
659 CAVA CAVA GROUP INC Consumer Cyclical 4,186.0 $329K 0.03% NEW $78.48 -8.2%
660 PELAGOS INS CAP LTD 13,358.0 $325K 0.03% NEW $24.35
Page 33 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%