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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 51 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CTMX CYTOMX THERAPEUTICS INC. Healthcare 54,987.0 $206K 0.02% NEW $3.75 -12.5%
1002 GOOD GLADSTONE COMMERCIAL CORP Real Estate 16,670.0 $205K 0.02% NEW $12.30 +5.0%
1003 MFC MANULIFE FINL CORP Financial Services 5,050.0 $205K 0.02% NEW $40.54 +4.9%
1004 CXW CORECIVIC INC Real Estate 6,735.0 $205K 0.02% NEW $30.38 +11.9%
1005 ORGO ORGANOGENESIS HLDGS INC Healthcare 83,843.0 $204K 0.02% NEW $2.43 -25.9%
1006 AVA AVISTA CORP Utilities 4,978.0 $204K 0.02% NEW $40.91 -8.2%
1007 EBS EMERGENT BIOSOLUTIONS INC Healthcare 24,273.0 $203K 0.02% NEW $8.38 -39.4%
1008 ANRO ALTO NEUROSCIENCE INC Healthcare 7,684.0 $203K 0.02% NEW $26.39 +29.9%
1009 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,530.0 $203K 0.02% NEW $132.52 +2.7%
1010 KEEL KEEL INFRASTRUCTURE CORP Technology 35,298.0 $203K 0.02% NEW $5.74 -42.2%
1011 FNV FRANCO NEV CORP Basic Materials 970.0 $202K 0.02% NEW $208.58 +27.4%
1012 HY HYSTER-YALE INC Industrials 5,765.0 $202K 0.02% NEW $35.06 -1.0%
1013 COTY COTY INC Consumer Defensive 93,057.0 $201K 0.02% NEW $2.16 +26.9%
1014 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 5,506.0 $201K 0.02% NEW $36.49 +6.7%
1015 KMI KINDER MORGAN INC DEL Energy 6,266.0 $200K 0.02% NEW $31.97 -3.1%
1016 BSY BENTLEY SYS INC Technology 6,686.0 $200K 0.02% NEW $29.89 +24.1%
1017 IMO IMPERIAL OIL LTD Energy 1,780.0 $200K 0.02% NEW $112.25 +23.0%
1018 SANM SANMINA CORP Technology 789.0 $200K 0.02% NEW $253.08 -25.4%
1019 STNE STONECO LTD Technology 18,384.0 $199K 0.02% NEW $10.84 -13.7%
1020 NFG NATIONAL FUEL GAS CO Energy 2,576.0 $199K 0.02% NEW $77.21 +6.8%
Page 51 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%