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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 72 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 GPGI GPGI INC Industrials 5,907.0 $94K 0.01% NEW $15.85 -19.3%
1422 BTBT BIT DIGITAL INC Financial Services 51,730.0 $93K 0.01% NEW $1.80 -11.4%
1423 ESOA ENERGY SERVICES OF AMER CORP Industrials 4,812.0 $93K 0.01% NEW $19.34 -39.1%
1424 PSMT PRICESMART INC Consumer Defensive 473.0 $92K 0.01% NEW $195.34 -13.2%
1425 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 54,267.0 $91K 0.01% NEW $1.68 -26.8%
1426 ZNTL ZENTALIS PHARMACEUTICALS INC Healthcare 18,756.0 $91K 0.01% NEW $4.85 -20.8%
1427 VNO VORNADO RLTY TR Real Estate 2,309.0 $91K 0.01% NEW $39.30 -1.6%
1428 REZI RESIDEO TECHNOLOGIES INC Industrials 2,915.0 $91K 0.01% NEW $31.10 -35.6%
1429 SNDA SONIDA SENIOR LIVING INC Healthcare 2,206.0 $90K 0.01% NEW $40.80 -3.8%
1430 WOLF WOLFSPEED INC Technology 1,846.0 $89K 0.01% NEW $48.25 -45.4%
1431 CROX CROCS INC Consumer Cyclical 737.0 $89K 0.01% NEW $120.64 +2.0%
1432 PSIX POWER SOLUTIONS INTL INC Industrials 2,265.0 $88K 0.01% NEW $38.89 -6.7%
1433 MEDP MEDPACE HLDGS INC Healthcare 166.0 $88K 0.01% NEW $529.59 +15.7%
1434 WDFC WD 40 CO Basic Materials 360.0 $88K 0.01% NEW $243.64 -13.0%
1435 NEPTUNE INS HLDGS INC 2,782.0 $88K 0.01% NEW $31.50
1436 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 1,018.0 $87K 0.01% NEW $85.81 -16.7%
1437 QIAGEN NV 2,230.0 $87K 0.01% NEW $39.10
1438 HELE HELEN OF TROY LTD Consumer Defensive 2,981.0 $87K 0.01% NEW $29.07 -5.3%
1439 RFIL RF INDS LTD Industrials 4,060.0 $86K 0.01% NEW $21.21 -47.0%
1440 COINCHECK GROUP NV 38,620.0 $86K 0.01% NEW $2.22
Page 72 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%