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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 38 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,704.0 $280K 0.03% NEW $164.27 +0.8%
742 NEBIUS GROUP N.V. 1,012.0 $279K 0.03% NEW $276.17
743 MDXG MIMEDX GROUP INC Healthcare 72,560.0 $279K 0.03% NEW $3.85 +12.5%
744 W WAYFAIR INC Consumer Cyclical 3,020.0 $279K 0.03% NEW $92.42 +9.8%
745 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,287.0 $279K 0.03% NEW $216.60 -4.7%
746 BORR DRILLING LTD 67,448.0 $279K 0.03% NEW $4.13
747 HLX HELIX ENERGY SOLUTIONS GRP I Energy 31,796.0 $278K 0.03% NEW $8.74 +18.4%
748 ARCB ARCBEST CORP Industrials 1,934.0 $278K 0.03% NEW $143.54 -2.2%
749 GAIN GLADSTONE INVT CORP Financial Services 17,916.0 $277K 0.03% NEW $15.46 +5.8%
750 FORM FORMFACTOR INC Technology 1,723.0 $276K 0.03% NEW $159.93 -28.6%
751 ALC ALCON AG Healthcare 4,104.0 $275K 0.03% NEW $67.10 +9.7%
752 BETA BETA TECHNOLOGIES INC Industrials 16,437.0 $275K 0.03% NEW $16.75 +47.7%
753 VFF VILLAGE FARMS INTL INC Consumer Defensive 137,445.0 $275K 0.03% NEW $2.00 +36.0%
754 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,445.0 $275K 0.03% NEW $61.76 -9.0%
755 LC HAPPEN INC Financial Services 13,208.0 $274K 0.03% NEW $20.74 -3.8%
756 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 23,314.0 $274K 0.03% NEW $11.74 -4.3%
757 SN SHARKNINJA INC Consumer Cyclical 1,791.0 $273K 0.03% NEW $152.27 +18.7%
758 PERI PERION NETWORK LTD Communication Services 28,074.0 $273K 0.03% NEW $9.71 +1.0%
759 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 10,967.0 $272K 0.03% NEW $24.83 -13.5%
760 GDRX GOODRX HLDGS INC Healthcare 94,418.0 $272K 0.03% NEW $2.88 +19.8%
Page 38 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 30.5%
Technology 22.2%
Industrials 12.6%
Healthcare 10.5%
Consumer Cyclical 7.9%
Energy 4.2%
Communication Services 3.6%
Basic Materials 3.0%
Consumer Defensive 2.6%
Real Estate 2.2%