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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 34 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 ECG EVERUS CONSTR GROUP Industrials 1,960.0 $325K 0.03% NEW $165.95 -24.5%
662 USFD US FOODS HLDG CORP Consumer Defensive 3,179.0 $325K 0.03% NEW $102.25 +6.1%
663 ACGL ARCH CAP GROUP LTD Financial Services 3,343.0 $324K 0.03% NEW $97.06 +2.3%
664 VALE VALE S A Basic Materials 21,570.0 $324K 0.03% NEW $15.04 -5.4%
665 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 119,257.0 $324K 0.03% NEW $2.72 +4.8%
666 OEC ORION S.A. Basic Materials 48,888.0 $324K 0.03% NEW $6.63 -8.1%
667 PBYI PUMA BIOTECHNOLOGY INC Healthcare 39,833.0 $323K 0.03% NEW $8.11 +12.3%
668 CALX CALIX INC Technology 8,654.0 $323K 0.03% NEW $37.32 +8.2%
669 PIPR PIPER SANDLER COMPANIES Financial Services 4,428.0 $320K 0.03% NEW $72.34 +0.7%
670 ASCENDIS PHARMA A/S 1,200.0 $320K 0.03% NEW $266.72
671 SOUTHSTATE BK CORP 3,196.0 $319K 0.03% NEW $99.90
672 RNR RENAISSANCERE HLDGS LTD Financial Services 1,005.0 $318K 0.03% NEW $316.90 +1.7%
673 ADNT ADIENT PLC Consumer Cyclical 17,325.0 $318K 0.03% NEW $18.38 +6.0%
674 CMPR CIMPRESS PLC Communication Services 3,123.0 $318K 0.03% NEW $101.70 -12.6%
675 APP APPLOVIN CORP Technology 616.0 $317K 0.03% NEW $515.23 -40.1%
676 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 27,669.0 $317K 0.03% NEW $11.45 -1.5%
677 PUMP PROPETRO HLDG CORP Energy 22,033.0 $316K 0.03% NEW $14.34 -21.0%
678 HUN HUNTSMAN CORP Basic Materials 29,639.0 $315K 0.03% NEW $10.62 -4.3%
679 EMN EASTMAN CHEM CO Basic Materials 4,696.0 $315K 0.03% NEW $66.98 +10.2%
680 OII OCEANEERING INTL INC Energy 7,762.0 $315K 0.03% NEW $40.52 +29.5%
Page 34 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%