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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 47 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 MTG MGIC INVT CORP WIS Financial Services 7,985.0 $225K 0.02% NEW $28.20 +9.6%
922 BANC BANC OF CALIFORNIA INC Financial Services 11,000.0 $225K 0.02% NEW $20.43 -8.8%
923 GIS GENERAL MILLS INC Consumer Defensive 6,455.0 $225K 0.02% NEW $34.80 +14.9%
924 PCG PG&E CORP Utilities 13,354.0 $225K 0.02% NEW $16.82 +4.6%
925 TBCH TURTLE BEACH CORP Technology 18,038.0 $225K 0.02% NEW $12.45 +1.7%
926 ATRO ASTRONICS CORP Industrials 2,759.0 $224K 0.02% NEW $81.26 -4.0%
927 WCN WASTE CONNECTIONS INC Industrials 1,345.0 $224K 0.02% NEW $166.62 +1.7%
928 CDW CDW CORP Technology 1,591.0 $224K 0.02% NEW $140.64 -2.4%
929 FCEL FUELCELL ENERGY INC Industrials 6,005.0 $224K 0.02% NEW $37.24 -47.5%
930 MET METLIFE INC Financial Services 2,640.0 $223K 0.02% NEW $84.61 +11.5%
931 HBAN HUNTINGTON BANCSHARES INC Financial Services 12,598.0 $223K 0.02% NEW $17.73 -3.9%
932 TWI TITAN INTL INC ILL Industrials 28,938.0 $223K 0.02% NEW $7.71 -7.3%
933 NEOG NEOGEN CORP Healthcare 24,688.0 $222K 0.02% NEW $8.99 +32.9%
934 PAYX PAYCHEX INC Industrials 2,251.0 $221K 0.02% NEW $98.33 +26.6%
935 LXP INDUSTRIAL TRUST 4,107.0 $221K 0.02% NEW $53.88
936 DGX QUEST DIAGNOSTICS INC Healthcare 1,042.0 $221K 0.02% NEW $211.95 +15.3%
937 RTX RTX CORPORATION Industrials 1,164.0 $221K 0.02% NEW $189.73 +10.6%
938 SNDK SANDISK CORP Technology 97.0 $221K 0.02% NEW $2273.73 -29.8%
939 KEYS KEYSIGHT TECHNOLOGIES INC Technology 630.0 $221K 0.02% NEW $350.07 -9.7%
940 XEL XCEL ENERGY INC Utilities 2,745.0 $220K 0.02% NEW $80.30 -5.0%
Page 47 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%