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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 44 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 AHCO ADAPTHEALTH CORP Healthcare 22,925.0 $239K 0.02% NEW $10.42 -46.0%
862 SLF SUN LIFE FINANCIAL INC. Financial Services 3,040.0 $239K 0.02% NEW $78.48 +0.6%
863 LQDT LIQUIDITY SVCS INC Consumer Cyclical 6,089.0 $238K 0.02% NEW $39.12 +10.6%
864 AESI ATLAS ENERGY SOLUTIONS INC Energy 14,331.0 $238K 0.02% NEW $16.61 -24.3%
865 HSIC SCHEIN HENRY INC Healthcare 2,850.0 $238K 0.02% NEW $83.52 +6.0%
866 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 624.0 $237K 0.02% NEW $380.37 -29.9%
867 CNXN PC CONNECTION INC Technology 3,250.0 $237K 0.02% NEW $72.99 +6.8%
868 SNA SNAP ON INC Industrials 589.0 $237K 0.02% NEW $402.40 -2.2%
869 RMR RMR GROUP INC Real Estate 11,540.0 $237K 0.02% NEW $20.53 -2.6%
870 TNK TEEKAY TANKERS LTD Energy 3,649.0 $237K 0.02% NEW $64.87 +40.3%
871 CLBT CELLEBRITE DI LTD Technology 16,167.0 $236K 0.02% NEW $14.60 -24.3%
872 WTI W & T OFFSHORE INC Energy 74,898.0 $236K 0.02% NEW $3.15 +24.4%
873 KEY KEYCORP Financial Services 10,231.0 $236K 0.02% NEW $23.05 -5.1%
874 XMAX INC 25,874.0 $235K 0.02% NEW $9.09
875 SNDL INC 174,091.0 $235K 0.02% NEW $1.35
876 ABCL ABCELLERA BIOLOGICS INC Healthcare 29,928.0 $235K 0.02% NEW $7.85 +44.2%
877 JBL JABIL INC Technology 609.0 $235K 0.02% NEW $385.48 -18.7%
878 ASYS AMTECH SYS INC Technology 10,170.0 $235K 0.02% NEW $23.08 -36.6%
879 CPT CAMDEN PPTY TR Real Estate 2,048.0 $234K 0.02% NEW $114.49 -6.0%
880 FLNC FLUENCE ENERGY INC Utilities 11,791.0 $234K 0.02% NEW $19.88 -43.0%
Page 44 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%