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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 5 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EWZ ISHARES INC 38,210.0 $1.3M 0.13% NEW $34.50 -1.5%
82 ATI ATI INC Industrials 6,652.0 $1.3M 0.13% NEW $197.10 +17.6%
83 EXTR EXTREME NETWORKS INC Technology 40,118.0 $1.3M 0.13% NEW $32.37 -25.0%
84 MTRN MATERION CORP Basic Materials 4,357.0 $1.3M 0.13% NEW $297.39 -3.2%
85 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 2,410.0 $1.3M 0.13% NEW $536.95 -2.2%
86 LSTR LANDSTAR SYS INC Industrials 6,165.0 $1.3M 0.13% NEW $206.81 -6.5%
87 HPE HEWLETT PACKARD ENTERPRISE C Technology 28,179.0 $1.3M 0.13% NEW $45.11 +27.7%
88 OUTFRONT MEDIA INC 37,912.0 $1.2M 0.13% NEW $32.76
89 FIVN FIVE9 INC Technology 58,199.0 $1.2M 0.12% NEW $21.32 +49.4%
90 ACAD ACADIA PHARMACEUTICALS INC Healthcare 48,794.0 $1.2M 0.12% NEW $25.30 +14.7%
91 ICHR ICHOR HOLDINGS Technology 10,968.0 $1.2M 0.12% NEW $112.28 -36.0%
92 ATLANTA BRAVES HLDGS INC 23,468.0 $1.2M 0.12% NEW $51.90
93 BNS BANK NOVA SCOTIA B C Financial Services 13,640.0 $1.2M 0.12% NEW $86.89 +5.1%
94 EVEREST GROUP LTD 3,305.0 $1.2M 0.12% NEW $357.23
95 ORN ORION GROUP HLDGS INC Industrials 69,830.0 $1.2M 0.12% NEW $16.82 -41.7%
96 SHOP SHOPIFY INC Technology 10,253.0 $1.2M 0.12% NEW $114.34 +30.0%
97 ANET ARISTA NETWORKS INC Technology 6,899.0 $1.2M 0.12% NEW $169.88 +18.8%
98 PK PARK HOTELS & RESORTS INC Real Estate 82,234.0 $1.2M 0.12% NEW $14.25 +5.3%
99 AZZ AZZ INC Industrials 7,535.0 $1.2M 0.12% NEW $155.05 -1.2%
100 CM CANADIAN IMPERIAL BANK OF CO Financial Services 10,070.0 $1.2M 0.12% NEW $115.12 +7.2%
Page 5 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 30.3%
Technology 22.1%
Industrials 12.5%
Healthcare 10.4%
Consumer Cyclical 7.8%
Communication Services 4.3%
Energy 4.1%
Basic Materials 3.0%
Consumer Defensive 2.6%
Real Estate 2.1%