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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 52 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 HURC HURCO CO Industrials 8,685.0 $199K 0.02% NEW $22.89 +0.1%
1022 OPTX SYNTEC OPTICS HLDGS INC Technology 15,957.0 $199K 0.02% NEW $12.45 -31.6%
1023 PCTY PAYLOCITY HLDG CORP Technology 1,900.0 $199K 0.02% NEW $104.53 +46.7%
1024 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 2,550.0 $199K 0.02% NEW $77.87 -8.1%
1025 NTR NUTRIEN LTD Basic Materials 3,150.0 $198K 0.02% NEW $62.98 +19.5%
1026 SBLK STAR BULK CARRIERS CORP. Industrials 7,940.0 $198K 0.02% NEW $24.97 +22.1%
1027 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 11,494.0 $198K 0.02% NEW $17.20 -6.0%
1028 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 36,202.0 $197K 0.02% NEW $5.45 -9.9%
1029 MED MEDIFAST INC Consumer Cyclical 18,594.0 $197K 0.02% NEW $10.61 +12.6%
1030 VSEC VSE CORP Industrials 862.0 $197K 0.02% NEW $228.50 -4.8%
1031 LXU LSB INDS INC Basic Materials 18,165.0 $196K 0.02% NEW $10.81 +2.9%
1032 CHEF CHEFS WHSE INC Consumer Defensive 2,042.0 $196K 0.02% NEW $96.10 +15.1%
1033 TECK TECK RESOURCES LTD Basic Materials 3,299.0 $196K 0.02% NEW $59.46 +16.4%
1034 SONO SONOS INC Technology 14,412.0 $195K 0.02% NEW $13.53 +17.0%
1035 UNFI UNITED NAT FOODS INC Consumer Defensive 4,251.0 $194K 0.02% NEW $45.67 +5.2%
1036 HD HOME DEPOT INC Consumer Cyclical 550.0 $194K 0.02% NEW $352.68 -4.8%
1037 SPGI S&P GLOBAL INC Financial Services 476.0 $194K 0.02% NEW $407.26 +5.9%
1038 TEL TE CONNECTIVITY PLC Technology 960.0 $194K 0.02% NEW $201.61 +1.0%
1039 LRN STRIDE INC Consumer Defensive 2,241.0 $193K 0.02% NEW $86.24 -2.2%
1040 IMAX IMAX CORP Communication Services 4,829.0 $192K 0.02% NEW $39.86 +32.3%
Page 52 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%