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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 43 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 OSIS OSI SYSTEMS INC Technology 1,116.0 $244K 0.03% NEW $218.70 -5.5%
842 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 975.0 $244K 0.03% NEW $249.98 -4.1%
843 TEX TEREX CORP NEW Industrials 3,362.0 $243K 0.03% NEW $72.39 -8.2%
844 VOYA VOYA FINANCIAL INC Financial Services 2,688.0 $243K 0.03% NEW $90.53 +8.0%
845 SFIX STITCH FIX INC Consumer Cyclical 59,175.0 $243K 0.03% NEW $4.11 -18.7%
846 TNET TRINET GROUP INC Industrials 4,899.0 $242K 0.03% NEW $49.49 +42.4%
847 USNA USANA HEALTH SCIENCES INC Consumer Defensive 11,346.0 $242K 0.02% NEW $21.35 -36.5%
848 ETSY INC 3,213.0 $242K 0.02% NEW $75.33
849 APA APA CORPORATION Energy 7,431.0 $242K 0.02% NEW $32.57 +33.2%
850 ARW ARROW ELECTRS INC Technology 1,134.0 $242K 0.02% NEW $213.41 -1.2%
851 ZION ZIONS BANCORPORATION NATL AS Financial Services 3,495.0 $242K 0.02% NEW $69.19 -1.5%
852 CMI CUMMINS INC Industrials 339.0 $242K 0.02% NEW $713.21 -17.6%
853 AOS SMITH A O CORP Industrials 3,848.0 $241K 0.02% NEW $62.72 +0.6%
854 ENOV ENOVIS CORPORATION Industrials 11,641.0 $241K 0.02% NEW $20.70 +25.9%
855 ASPN ASPEN AEROGELS INC Industrials 38,000.0 $241K 0.02% NEW $6.34 -18.3%
856 BHC BAUSCH HEALTH COS INC Healthcare 48,758.0 $240K 0.02% NEW $4.93 +30.6%
857 TE T1 ENERGY INC Industrials 25,350.0 $240K 0.02% NEW $9.48 -53.4%
858 GEN GEN DIGITAL INC Technology 9,648.0 $240K 0.02% NEW $24.89 +16.2%
859 JLL JONES LANG LASALLE INC Real Estate 774.0 $240K 0.02% NEW $309.95 +25.0%
860 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 9,274.0 $239K 0.02% NEW $25.82 -1.4%
Page 43 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%