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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 67 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 EXPO EXPONENT INC Industrials 2,050.0 $120K 0.01% NEW $58.76 +19.5%
1322 PAGS PAGSEGURO DIGITAL LTD Technology 13,162.0 $119K 0.01% NEW $9.05 -4.8%
1323 OCEANAGOLD CORP 4,758.0 $119K 0.01% NEW $25.02
1324 EVEX EVE HLDG INC Industrials 46,963.0 $118K 0.01% NEW $2.51 +4.8%
1325 CSTL CASTLE BIOSCIENCES INC Healthcare 4,923.0 $117K 0.01% NEW $23.85 +43.4%
1326 HLI HOULIHAN LOKEY INC Financial Services 873.0 $117K 0.01% NEW $134.13 -3.8%
1327 EMBC EMBECTA CORP Healthcare 35,906.0 $117K 0.01% NEW $3.26 +60.4%
1328 VRRM VERRA MOBILITY CORP Technology 27,517.0 $117K 0.01% NEW $4.25 +7.3%
1329 DOCS DOXIMITY INC Healthcare 5,624.0 $117K 0.01% NEW $20.74 +22.1%
1330 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 1,238.0 $117K 0.01% NEW $94.20 -53.8%
1331 INHIBRX BIOSCIENCES INC 1,227.0 $116K 0.01% NEW $94.75
1332 VSTS VESTIS CORPORATION Industrials 8,004.0 $116K 0.01% NEW $14.52 -12.6%
1333 AVNT AVIENT CORPORATION Basic Materials 3,136.0 $116K 0.01% NEW $36.96 +20.8%
1334 ABVX ABIVAX SA Healthcare 866.0 $115K 0.01% NEW $133.26 -13.7%
1335 DNN DENISON MINES CORP Energy 37,635.0 $115K 0.01% NEW $3.06 +14.4%
1336 SCHL SCHOLASTIC CORP Communication Services 2,498.0 $115K 0.01% NEW $46.00 -12.7%
1337 CWCO CONSOLIDATED WATER CO INC Utilities 3,895.0 $115K 0.01% NEW $29.50 -0.1%
1338 SOLV ENERGY INC 3,356.0 $114K 0.01% NEW $34.05
1339 CRSR CORSAIR GAMING INC Technology 11,806.0 $114K 0.01% NEW $9.67 +13.0%
1340 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 122.0 $114K 0.01% NEW $935.47 +1.3%
Page 67 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%