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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 71 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 FLS FLOWSERVE CORP Industrials 1,336.0 $99K 0.01% NEW $74.16 +5.5%
1402 ASM AVINO SILVER & GOLD MINES LT Basic Materials 15,445.0 $99K 0.01% NEW $6.41 +16.8%
1403 ATOM ATOMERA INC Technology 11,323.0 $99K 0.01% NEW $8.71 -46.1%
1404 NWPX NWPX INFRASTRUCTURE INC Industrials 655.0 $98K 0.01% NEW $149.94 -27.6%
1405 EAT BRINKER INTL INC Consumer Cyclical 580.0 $97K 0.01% NEW $168.00 +40.8%
1406 LZ LEGALZOOM COM INC Industrials 15,887.0 $97K 0.01% NEW $6.13 -5.6%
1407 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 4,191.0 $97K 0.01% NEW $23.21 +22.5%
1408 BLDP BALLARD PWR SYS INC NEW Industrials 24,956.0 $97K 0.01% NEW $3.89 -38.4%
1409 KYTX KYVERNA THERAPEUTICS INC Healthcare 10,849.0 $97K 0.01% NEW $8.91 -5.7%
1410 PBT PERMIAN BASIN RTY TR Energy 3,851.0 $96K 0.01% NEW $25.04 +37.1%
1411 LUNR INTUITIVE MACHINES INC Industrials 4,504.0 $96K 0.01% NEW $21.39 -14.4%
1412 CLFD CLEARFIELD INC Technology 2,420.0 $96K 0.01% NEW $39.79 -31.0%
1413 IHRT IHEARTMEDIA INC Communication Services 22,443.0 $96K 0.01% NEW $4.29 -34.1%
1414 ELVN ENLIVEN THERAPEUTICS INC Healthcare 1,884.0 $96K 0.01% NEW $50.75 +16.0%
1415 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 1,198.0 $95K 0.01% NEW $79.54 +36.0%
1416 NN NEXTNAV INC Communication Services 5,341.0 $95K 0.01% NEW $17.83 +2.1%
1417 HUM HUMANA INC Healthcare 239.0 $95K 0.01% NEW $397.22 -3.0%
1418 AMPX AMPRIUS TECHNOLOGIES INC Industrials 6,838.0 $95K 0.01% NEW $13.86 -26.4%
1419 ABR ARBOR REALTY TRUST INC Real Estate 17,346.0 $94K 0.01% NEW $5.42 -2.6%
1420 RDW REDWIRE CORPORATION Industrials 7,657.0 $94K 0.01% NEW $12.23 -2.2%
Page 71 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 30.3%
Technology 22.1%
Industrials 12.5%
Healthcare 10.4%
Consumer Cyclical 7.8%
Communication Services 4.3%
Energy 4.1%
Basic Materials 3.0%
Consumer Defensive 2.6%
Real Estate 2.1%