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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 8 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GDS GDS HLDGS LTD Technology 32,166.0 $966K 0.10% NEW $30.03 +17.8%
142 CVNA CARVANA CO Consumer Cyclical 14,629.0 $963K 0.10% NEW $65.82 +6.5%
143 ALL ALLSTATE CORP Financial Services 4,045.0 $962K 0.10% NEW $237.94 +8.5%
144 CNI CANADIAN NATL RY CO Industrials 7,921.0 $945K 0.10% NEW $119.28 +6.1%
145 HOG HARLEY DAVIDSON INC Consumer Cyclical 38,495.0 $942K 0.10% NEW $24.46 +10.5%
146 AMBQ AMBIQ MICRO INC Technology 10,658.0 $941K 0.10% NEW $88.30 -23.1%
147 CALY CALLAWAY GOLF CO Consumer Cyclical 49,912.0 $938K 0.10% NEW $18.79 -11.6%
148 GTLB GITLAB INC Technology 30,692.0 $937K 0.10% NEW $30.53 +32.7%
149 OSCR OSCAR HEALTH INC Healthcare 32,838.0 $937K 0.10% NEW $28.52 +10.6%
150 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 34,804.0 $935K 0.10% NEW $26.86 +4.5%
151 RELY REMITLY GLOBAL INC Technology 41,712.0 $935K 0.10% NEW $22.41 +17.4%
152 PRAXIS PRECISION MEDICINES I 2,768.0 $927K 0.09% NEW $334.79
153 ULCC FRONTIER GROUP HLDGS INC Industrials 116,887.0 $925K 0.09% NEW $7.91 -19.7%
154 GM GENERAL MTRS CO Consumer Cyclical 11,956.0 $922K 0.09% NEW $77.08 +9.5%
155 CAH CARDINAL HEALTH INC Healthcare 3,879.0 $921K 0.09% NEW $237.56 -0.8%
156 MHO M/I HOMES INC Consumer Cyclical 5,726.0 $921K 0.09% NEW $160.79 -6.0%
157 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 17,998.0 $918K 0.09% NEW $50.99 +0.3%
158 SYM SYMBOTIC INC Industrials 20,408.0 $917K 0.09% NEW $44.95 -5.8%
159 CRS CARPENTER TECHNOLOGY CORP Industrials 1,471.0 $907K 0.09% NEW $616.84 -12.1%
160 WWD WOODWARD INC Industrials 2,130.0 $906K 0.09% NEW $425.44 -12.9%
Page 8 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%