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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 46 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SYY SYSCO CORP Consumer Defensive 2,742.0 $229K 0.02% NEW $83.58 +0.6%
902 PINS PINTEREST INC Communication Services 10,884.0 $229K 0.02% NEW $21.03 +11.3%
903 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 875.0 $229K 0.02% NEW $261.37 +30.8%
904 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,652.0 $228K 0.02% NEW $86.09 +17.3%
905 REX REX AMERICAN RES CORP Basic Materials 5,051.0 $228K 0.02% NEW $45.15 -1.1%
906 AMH AMERICAN HOMES 4 RENT Real Estate 6,803.0 $228K 0.02% NEW $33.52 +2.5%
907 CDNA CAREDX INC Healthcare 7,980.0 $227K 0.02% NEW $28.50 +70.6%
908 PGR PROGRESSIVE CORP Financial Services 1,041.0 $227K 0.02% NEW $218.45 +0.4%
909 TALO TALOS ENERGY INC Energy 17,602.0 $227K 0.02% NEW $12.91 +35.3%
910 SRE SEMPRA Utilities 2,449.0 $227K 0.02% NEW $92.71 -10.6%
911 MATIV HOLDINGS INC 29,982.0 $227K 0.02% NEW $7.57
912 NOMD NOMAD FOODS LTD Consumer Defensive 20,727.0 $227K 0.02% NEW $10.95 +7.9%
913 NICE NICE LTD Technology 2,498.0 $227K 0.02% NEW $90.85 +10.3%
914 ACT ENACT HLDGS INC Financial Services 4,961.0 $227K 0.02% NEW $45.71 +7.6%
915 LMAT LEMAITRE VASCULAR INC Healthcare 2,359.0 $226K 0.02% NEW $95.96 -14.7%
916 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 12,355.0 $226K 0.02% NEW $18.28 -18.7%
917 LOVE LOVESAC CO Consumer Cyclical 13,529.0 $226K 0.02% NEW $16.69 -3.7%
918 MO ALTRIA GROUP INC Consumer Defensive 3,137.0 $226K 0.02% NEW $71.95 -8.1%
919 CCK CROWN HLDGS INC Consumer Cyclical 2,016.0 $225K 0.02% NEW $111.82 +6.8%
920 BRX BRIXMOR PPTY GROUP INC Real Estate 7,142.0 $225K 0.02% NEW $31.53 -7.0%
Page 46 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%