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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 53 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 CSGP COSTAR GROUP INC Real Estate 6,779.0 $192K 0.02% NEW $28.32 +13.9%
1042 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 17,639.0 $191K 0.02% NEW $10.85 -18.2%
1043 FUL FULLER H B CO Basic Materials 3,282.0 $191K 0.02% NEW $58.29 +0.7%
1044 GILD GILEAD SCIENCES INC Healthcare 1,509.0 $191K 0.02% NEW $126.34 +15.7%
1045 TH TARGET HOSPITALITY CORP Industrials 9,358.0 $191K 0.02% NEW $20.36 -12.3%
1046 VICR VICOR CORP Technology 500.0 $190K 0.02% NEW $379.78 -47.2%
1047 CMCSA COMCAST CORP NEW Communication Services 7,730.0 $190K 0.02% NEW $24.55 +9.4%
1048 GWRE GUIDEWIRE SOFTWARE INC Technology 1,541.0 $190K 0.02% NEW $123.05 +53.8%
1049 IAUX I-80 GOLD CORP Basic Materials 131,677.0 $190K 0.02% NEW $1.44 +25.7%
1050 HL HECLA MINING COMPANY Basic Materials 12,279.0 $189K 0.02% NEW $15.43 +34.3%
1051 FUTU FUTU HLDGS LTD Financial Services 2,020.0 $189K 0.02% NEW $93.74 +31.9%
1052 ITRI ITRON INC Technology 2,185.0 $189K 0.02% NEW $86.53 +15.6%
1053 PRGO PERRIGO CO PLC Healthcare 18,184.0 $189K 0.02% NEW $10.39 +37.2%
1054 ALMS ALUMIS INC Healthcare 6,712.0 $189K 0.02% NEW $28.14 -14.1%
1055 UNILEVER PLC 3,128.0 $188K 0.02% NEW $60.12
1056 CLIMB BIO INC 14,374.0 $187K 0.02% NEW $13.04
1057 MORN MORNINGSTAR INC Financial Services 1,199.0 $187K 0.02% NEW $156.02 +38.4%
1058 SNEX STONEX GROUP INC Financial Services 1,576.0 $187K 0.02% NEW $118.50 -42.2%
1059 GLOB GLOBANT S A Technology 6,450.0 $187K 0.02% NEW $28.94 +36.9%
1060 NVGS NAVIGATOR HLDGS LTD Energy 10,011.0 $187K 0.02% NEW $18.63 +18.9%
Page 53 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%