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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 79 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 LMB LIMBACH HLDGS INC Industrials 928.0 $71K 0.01% NEW $77.00 -43.5%
1562 URG UR-ENERGY INC Energy 52,536.0 $71K 0.01% NEW $1.36 +2.2%
1563 VC VISTEON CORP Consumer Cyclical 720.0 $71K 0.01% NEW $99.21 +6.5%
1564 INTT INTEST CORP Technology 3,930.0 $71K 0.01% NEW $18.17 -31.1%
1565 MG MISTRAS GROUP INC Industrials 4,087.0 $71K 0.01% NEW $17.47 +9.3%
1566 A AGILENT TECHNOLOGIES INC Healthcare 537.0 $71K 0.01% NEW $132.83 +17.0%
1567 BURL BURLINGTON STORES INC Consumer Cyclical 225.0 $71K 0.01% NEW $316.80 +6.5%
1568 CRCT CRICUT INC Technology 16,219.0 $71K 0.01% NEW $4.39 +22.6%
1569 NTNX NUTANIX INC Technology 1,397.0 $71K 0.01% NEW $50.96 +29.6%
1570 FR FIRST INDL RLTY TR INC Real Estate 1,161.0 $71K 0.01% NEW $61.31 +1.4%
1571 MAR MARRIOTT INTL INC NEW Consumer Cyclical 192.0 $71K 0.01% NEW $370.59 -2.9%
1572 UGI UGI CORP NEW Utilities 2,058.0 $71K 0.01% NEW $34.54 +11.6%
1573 PJT PJT PARTNERS INC Financial Services 470.0 $71K 0.01% NEW $150.94 +14.0%
1574 PLTK PLAYTIKA HLDG CORP Technology 19,054.0 $71K 0.01% NEW $3.72 -36.8%
1575 TRNO TERRENO RLTY CORP Real Estate 1,094.0 $71K 0.01% NEW $64.77 +5.9%
1576 KE KIMBALL ELECTRONICS INC Industrials 2,766.0 $71K 0.01% NEW $25.60 -8.2%
1577 CRVS CORVUS PHARMACEUTICALS INC Healthcare 4,735.0 $71K 0.01% NEW $14.94 +1.4%
1578 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 1,493.0 $71K 0.01% NEW $47.33 -43.0%
1579 ALLO ALLOGENE THERAPEUTICS INC Healthcare 33,840.0 $70K 0.01% NEW $2.08 +6.0%
1580 TRU TRANSUNION Industrials 974.0 $70K 0.01% NEW $72.14 +15.4%
Page 79 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%