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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 35 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GEO GEO GROUP INC Industrials 10,638.0 $314K 0.03% NEW $29.55 +7.3%
682 REPX RILEY EXPLORATION PERMIAN IN Energy 9,524.0 $314K 0.03% NEW $32.96 +15.2%
683 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 21,179.0 $313K 0.03% NEW $14.76 -9.2%
684 TSAKOS ENERGY NAVIGATION LTD 8,832.0 $312K 0.03% NEW $35.37
685 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4,086.0 $312K 0.03% NEW $76.43 -7.4%
686 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 5,948.0 $311K 0.03% NEW $52.37 -14.4%
687 RHI ROBERT HALF INC. Industrials 10,121.0 $311K 0.03% NEW $30.70 +42.9%
688 IDT IDT CORP Communication Services 5,334.0 $310K 0.03% NEW $58.16 +15.5%
689 SMITHFIELD FOODS INC 12,779.0 $310K 0.03% NEW $24.26
690 DSGX DESCARTES SYS GROUP INC Technology 4,460.0 $309K 0.03% NEW $69.24 +12.4%
691 EWBC EAST WEST BANCORP INC Financial Services 2,390.0 $309K 0.03% NEW $129.09 +0.6%
692 EOG EOG RES INC Energy 2,373.0 $308K 0.03% NEW $129.73 +17.3%
693 ETORO GROUP LTD 7,798.0 $308K 0.03% NEW $39.47
694 HIMALAYA SHIPPING LTD 23,020.0 $308K 0.03% NEW $13.36
695 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,732.0 $307K 0.03% NEW $112.38 +33.7%
696 VRT VERTIV HOLDINGS CO Industrials 915.0 $306K 0.03% NEW $334.82 -21.0%
697 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,185.0 $303K 0.03% NEW $255.88 +26.7%
698 SEIC SEI INVTS CO Financial Services 3,454.0 $303K 0.03% NEW $87.71 +22.7%
699 R RYDER SYS INC Industrials 1,147.0 $303K 0.03% NEW $263.77 -6.0%
700 SXC SUNCOKE ENERGY INC Energy 37,411.0 $301K 0.03% NEW $8.05 +16.8%
Page 35 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%