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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 37 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,536.0 $289K 0.03% NEW $188.34 -23.1%
722 NEO NEOGENOMICS INC Healthcare 19,811.0 $289K 0.03% NEW $14.59 +12.2%
723 TER TERADYNE INC Technology 597.0 $289K 0.03% NEW $483.84 -22.4%
724 VMI VALMONT INDS INC Industrials 500.0 $289K 0.03% NEW $577.60 -16.0%
725 MANE VERADERMICS INC Healthcare 2,348.0 $289K 0.03% NEW $122.94 -15.0%
726 SPH SUBURBAN PROPANE PARTNERS L Utilities 16,852.0 $288K 0.03% NEW $17.10 +3.3%
727 HHH HOWARD HUGHES HOLDINGS INC Real Estate 4,011.0 $287K 0.03% NEW $71.49 -5.8%
728 RVLV REVOLVE GROUP INC Consumer Cyclical 12,524.0 $287K 0.03% NEW $22.89 +4.8%
729 ICFI ICF INTL INC Industrials 3,934.0 $287K 0.03% NEW $72.86 +22.3%
730 LXRX LEXICON PHARMACEUTICALS INC Healthcare 119,090.0 $286K 0.03% NEW $2.40 -5.6%
731 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 13,274.0 $285K 0.03% NEW $21.45 +17.7%
732 CLS CELESTICA INC Technology 780.0 $284K 0.03% NEW $364.62 -17.1%
733 ERAS ERASCA INC Healthcare 15,500.0 $284K 0.03% NEW $18.32 -3.5%
734 IPI INTREPID POTASH INC Basic Materials 8,661.0 $284K 0.03% NEW $32.78 +19.4%
735 GTY GETTY RLTY CORP NEW Real Estate 8,506.0 $284K 0.03% NEW $33.36 -0.0%
736 BCC BOISE CASCADE CO DEL Basic Materials 3,640.0 $283K 0.03% NEW $77.63 +5.8%
737 AXGN AXOGEN INC Healthcare 6,093.0 $281K 0.03% NEW $46.19 +0.8%
738 UAL UNITED AIRLS HLDGS INC Industrials 2,066.0 $281K 0.03% NEW $135.99 -17.0%
739 NXT NEXTPOWER INC Technology 2,354.0 $280K 0.03% NEW $119.14 -26.0%
740 OSS ONE STOP SYS INC Technology 15,423.0 $280K 0.03% NEW $18.18 -36.8%
Page 37 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%