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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 39 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 GRAL GRAIL INC Healthcare 3,982.0 $272K 0.03% NEW $68.27 +16.5%
762 LFMD LIFEMD INC Healthcare 65,730.0 $271K 0.03% NEW $4.13 -19.9%
763 CRL CHARLES RIV LABS INTL INC Healthcare 1,196.0 $271K 0.03% NEW $226.79 +30.2%
764 EOLS EVOLUS INC Healthcare 39,052.0 $271K 0.03% NEW $6.94 +20.9%
765 NEXA NEXA RES S A Basic Materials 22,122.0 $271K 0.03% NEW $12.24 +25.8%
766 APPN APPIAN CORP Technology 11,811.0 $270K 0.03% NEW $22.90 +67.2%
767 AKR ACADIA RLTY TR Real Estate 12,905.0 $270K 0.03% NEW $20.91 +0.7%
768 AAL AMERICAN AIRLINES GROUP INC Industrials 14,906.0 $269K 0.03% NEW $18.07 -23.5%
769 LANDBRIDGE COMPANY LLC 3,398.0 $269K 0.03% NEW $79.24
770 YELP YELP INC Communication Services 10,980.0 $269K 0.03% NEW $24.52 -4.3%
771 SNOW SNOWFLAKE INC Technology 1,052.0 $268K 0.03% NEW $254.50 +30.8%
772 TT TRANE TECHNOLOGIES PLC Industrials 545.0 $268K 0.03% NEW $491.16 -7.7%
773 PD PAGERDUTY INC Technology 27,723.0 $268K 0.03% NEW $9.65 +27.7%
774 GEV GE VERNOVA INC Utilities 227.0 $267K 0.03% NEW $1174.86 -18.6%
775 TPB TURNING PT BRANDS INC Consumer Defensive 3,141.0 $266K 0.03% NEW $84.81 -1.7%
776 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 33,619.0 $266K 0.03% NEW $7.90 -4.8%
777 MRK MERCK & CO INC Healthcare 2,066.0 $265K 0.03% NEW $128.50 +18.7%
778 SRRK SCHOLAR ROCK HLDG CORP Healthcare 4,818.0 $265K 0.03% NEW $55.00 +2.7%
779 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 28,178.0 $265K 0.03% NEW $9.39 +20.0%
780 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 10,088.0 $265K 0.03% NEW $26.22 -4.3%
Page 39 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%