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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 45 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 MMS MAXIMUS INC Industrials 4,354.0 $234K 0.02% NEW $53.76 +8.3%
882 LQDA LIQUIDIA CORPORATION Healthcare 2,932.0 $234K 0.02% NEW $79.73 -13.9%
883 MAGN MAGNERA CORP Industrials 19,844.0 $233K 0.02% NEW $11.75 +5.0%
884 FSM FORTUNA MNG CORP Basic Materials 27,580.0 $233K 0.02% NEW $8.45 +42.8%
885 TOTALENERGIES SE 2,996.0 $233K 0.02% NEW $77.76
886 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 9,740.0 $233K 0.02% NEW $23.88 -1.1%
887 LNT ALLIANT ENERGY CORP Utilities 3,048.0 $233K 0.02% NEW $76.29 -11.0%
888 NOW SERVICENOW INC Technology 2,340.0 $232K 0.02% NEW $99.28 +29.4%
889 CLH CLEAN HARBORS INC Industrials 777.0 $232K 0.02% NEW $298.75 +5.8%
890 ROKU ROKU INC Communication Services 1,677.0 $232K 0.02% NEW $138.14 +14.0%
891 DT DYNATRACE INC Technology 5,270.0 $231K 0.02% NEW $43.91 +12.3%
892 RGA REINSURANCE GROUP AMER INC Financial Services 1,088.0 $231K 0.02% NEW $212.65 +14.3%
893 WMK WEIS MKTS INC Consumer Defensive 2,939.0 $230K 0.02% NEW $78.31 -9.3%
894 PSTG EVERPURE INC 2,918.0 $230K 0.02% NEW $78.79
895 EVRG EVERGY INC Utilities 2,660.0 $230K 0.02% NEW $86.43 -6.4%
896 AEHR AEHR TEST SYS Technology 2,393.0 $230K 0.02% NEW $96.06 +5.9%
897 BCAL CALIFORNIA BANCORP Financial Services 11,026.0 $230K 0.02% NEW $20.84 +2.5%
898 SEZL SEZZLE INC Financial Services 1,338.0 $230K 0.02% NEW $171.63 -30.6%
899 AUPH AURINIA PHARMACEUTICALS INC Healthcare 13,528.0 $230K 0.02% NEW $16.97 -1.9%
900 PHR PHREESIA INC Healthcare 22,283.0 $229K 0.02% NEW $10.29 +17.8%
Page 45 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%