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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 62 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 QCOM QUALCOMM INC Technology 774.0 $143K 0.01% NEW $184.79 -13.0%
1222 INMD INMODE LTD Healthcare 9,755.0 $143K 0.01% NEW $14.62 +3.0%
1223 RLMD RELMADA THERAPEUTICS INC Healthcare 20,586.0 $142K 0.01% NEW $6.92 -33.1%
1224 VLRS CONTROLADORA VUELA COMP DE A Industrials 15,202.0 $142K 0.01% NEW $9.37 -26.3%
1225 NVTS NAVITAS SEMICONDUCTOR CORP Technology 7,944.0 $142K 0.01% NEW $17.92 -27.6%
1226 MCO MOODYS CORP Financial Services 313.0 $142K 0.01% NEW $452.92 +11.1%
1227 RCUS ARCUS BIOSCIENCES INC Healthcare 4,598.0 $142K 0.01% NEW $30.83 -1.6%
1228 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 7,022.0 $142K 0.01% NEW $20.18 +7.0%
1229 ADMA ADMA BIOLOGICS INC Healthcare 16,927.0 $142K 0.01% NEW $8.37 +17.6%
1230 GLP GLOBAL PARTNERS LP Energy 3,035.0 $141K 0.01% NEW $46.59 +8.1%
1231 DOO BRP INC Consumer Cyclical 2,317.0 $141K 0.01% NEW $61.02 +11.5%
1232 ATEC ALPHATEC HLDGS INC Healthcare 16,338.0 $141K 0.01% NEW $8.65 +9.6%
1233 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 1,405.0 $141K 0.01% NEW $100.07 +7.9%
1234 IMMX IMMIX BIOPHARMA INC Healthcare 13,589.0 $140K 0.01% NEW $10.31 +32.5%
1235 NAVI NAVIENT CORPORATION Financial Services 16,402.0 $140K 0.01% NEW $8.51 +11.0%
1236 CAT CATERPILLAR INC Industrials 131.0 $140K 0.01% NEW $1064.90 -22.3%
1237 UTL UNITIL CORP Utilities 2,640.0 $139K 0.01% NEW $52.69 +0.9%
1238 EVTL VERTICAL AEROSPACE LTD Industrials 79,838.0 $139K 0.01% NEW $1.74 -55.9%
1239 PTCT PTC THERAPEUTICS INC Healthcare 1,702.0 $139K 0.01% NEW $81.57 -14.4%
1240 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 23,858.0 $138K 0.01% NEW $5.80 -7.9%
Page 62 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%