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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 68 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 1,541.0 $114K 0.01% NEW $74.04 +10.7%
1342 LBRT LIBERTY ENERGY INC Energy 4,349.0 $114K 0.01% NEW $26.19 -26.1%
1343 DXPE DXP ENTERPRISES INC Industrials 674.0 $114K 0.01% NEW $168.74 +12.8%
1344 GEVO GEVO INC Basic Materials 75,733.0 $114K 0.01% NEW $1.50 +2.7%
1345 LPTH LIGHTPATH TECHNOLOGIES INC Technology 6,923.0 $113K 0.01% NEW $16.35 -11.8%
1346 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 31,087.0 $113K 0.01% NEW $3.64 -16.8%
1347 GOGO GOGO INC Communication Services 36,485.0 $113K 0.01% NEW $3.10 -13.5%
1348 VZ VERIZON COMMUNICATIONS INC Communication Services 2,657.0 $112K 0.01% NEW $42.34 +16.8%
1349 NRIX NURIX THERAPEUTICS INC Healthcare 4,605.0 $112K 0.01% NEW $24.26 +10.1%
1350 ANNX ANNEXON INC Healthcare 19,479.0 $111K 0.01% NEW $5.71 -11.2%
1351 BKR BAKER HUGHES COMPANY Energy 1,993.0 $111K 0.01% NEW $55.50 +12.3%
1352 LWLG LIGHTWAVE LOGIC INC Basic Materials 11,675.0 $110K 0.01% NEW $9.46 -34.6%
1353 REZOLVE AI PLC 34,986.0 $110K 0.01% NEW $3.15
1354 VNT VONTIER CORPORATION Technology 3,797.0 $110K 0.01% NEW $29.00 +13.7%
1355 AUGO AURA MINERALS INC Basic Materials 1,749.0 $110K 0.01% NEW $62.95 +38.6%
1356 DIOD DIODES INC Technology 1,004.0 $110K 0.01% NEW $109.44 -14.1%
1357 OMCL OMNICELL COM Healthcare 2,638.0 $110K 0.01% NEW $41.52 -14.3%
1358 IMTX IMMATICS N.V Healthcare 10,791.0 $109K 0.01% NEW $10.13 -11.8%
1359 SGML SIGMA LITHIUM CORPORATION Basic Materials 8,631.0 $109K 0.01% NEW $12.65 -5.4%
1360 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 2,550.0 $109K 0.01% NEW $42.77 -47.7%
Page 68 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%