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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 55 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 RXO RXO INC Industrials 6,492.0 $179K 0.02% NEW $27.59 -18.3%
1082 BROOKFIELD BUSINESS CORP 6,000.0 $179K 0.02% NEW $29.85
1083 BW BABCOCK & WILCOX ENTERPRISES Industrials 12,698.0 $179K 0.02% NEW $14.10 -41.3%
1084 CPA COPA HOLDINGS SA Industrials 1,150.0 $179K 0.02% NEW $155.57 -16.5%
1085 UHAL U HAUL HOLDING COMPANY 2,733.0 $179K 0.02% NEW $65.44
1086 AGCO AGCO CORP Industrials 1,494.0 $179K 0.02% NEW $119.70 -10.8%
1087 XMTR XOMETRY INC Industrials 1,850.0 $179K 0.02% NEW $96.52 -13.4%
1088 AMCX AMC GLOBAL MEDIA INC Communication Services 17,884.0 $178K 0.02% NEW $9.98 +24.1%
1089 RWT REDWOOD TRUST INC Real Estate 37,505.0 $178K 0.02% NEW $4.74 +1.3%
1090 DAR DARLING INGREDIENTS INC Consumer Defensive 3,250.0 $178K 0.02% NEW $54.62 +20.4%
1091 DOW DOW HLDGS INC Basic Materials 6,466.0 $177K 0.02% NEW $27.36 +18.2%
1092 SCZM SANTACRUZ SILVER MNG LTD Basic Materials 27,255.0 $177K 0.02% NEW $6.49 +49.1%
1093 NEXXEN INTL LTD 19,573.0 $177K 0.02% NEW $9.03
1094 AG FIRST MAJESTIC SILVER CORP Basic Materials 10,353.0 $176K 0.02% NEW $16.96 +24.4%
1095 ASUR ASURE SOFTWARE INC Technology 22,079.0 $175K 0.02% NEW $7.94 +10.1%
1096 PRLD PRELUDE THERAPEUTICS INC Healthcare 32,862.0 $175K 0.02% NEW $5.33 +24.4%
1097 BAYTEX ENERGY CORP 43,744.0 $175K 0.02% NEW $4.00
1098 TBBK BANCORP INC DEL Financial Services 2,790.0 $175K 0.02% NEW $62.64 +7.3%
1099 OPK OPKO HEALTH INC Healthcare 116,489.0 $175K 0.02% NEW $1.50 -1.3%
1100 OFIX ORTHOFIX MED INC Healthcare 19,099.0 $175K 0.02% NEW $9.14 +9.5%
Page 55 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%