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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 74 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 EVTC EVERTEC INC Technology 2,937.0 $82K 0.01% NEW $27.78 +7.0%
1462 AELUMA INC 3,682.0 $81K 0.01% NEW $22.08
1463 THG HANOVER INS GROUP INC Financial Services 379.0 $81K 0.01% NEW $214.12 +4.2%
1464 FA FIRST ADVANTAGE CORP NEW Industrials 4,490.0 $81K 0.01% NEW $18.05 +17.6%
1465 GUARDIAN METAL RES PLC 5,767.0 $81K 0.01% NEW $14.01
1466 CLSK CLEANSPARK INC Technology 5,541.0 $81K 0.01% NEW $14.55 -13.4%
1467 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 6,253.0 $81K 0.01% NEW $12.89 -2.0%
1468 GTM ZOOMINFO TECHNOLOGIES INC Technology 27,504.0 $81K 0.01% NEW $2.93 +32.4%
1469 PLXS PLEXUS CORP Technology 268.0 $81K 0.01% NEW $300.67 -19.5%
1470 COKE COCA COLA CONS INC Consumer Defensive 421.0 $80K 0.01% NEW $190.92 -1.7%
1471 ROK ROCKWELL AUTOMATION INC Industrials 162.0 $80K 0.01% NEW $495.08 -12.9%
1472 BKU BANKUNITED INC Financial Services 1,651.0 $80K 0.01% NEW $48.45 -4.6%
1473 RRR RED ROCK RESORTS INC Consumer Cyclical 1,228.0 $80K 0.01% NEW $65.06 -6.1%
1474 CNS COHEN & STEERS INC Financial Services 1,048.0 $80K 0.01% NEW $76.14 +6.1%
1475 ESNT ESSENT GROUP LTD Financial Services 1,241.0 $80K 0.01% NEW $64.28 +6.6%
1476 GIII G III APPAREL GROUP LTD Consumer Cyclical 2,366.0 $80K 0.01% NEW $33.71 -1.6%
1477 CNO CNO FINL GROUP INC Financial Services 1,563.0 $80K 0.01% NEW $50.98 +4.2%
1478 CWT CALIFORNIA WTR SVC GROUP Utilities 1,634.0 $79K 0.01% NEW $48.65 +2.8%
1479 PDM PIEDMONT REALTY TRUST INC Real Estate 8,645.0 $79K 0.01% NEW $9.15 +6.3%
1480 MMSI MERIT MED SYS INC Healthcare 1,140.0 $79K 0.01% NEW $69.34 +30.2%
Page 74 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%