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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 80 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 AZN ASTRAZENECA PLC Healthcare 370.0 $70K 0.01% NEW $189.62 -13.0%
1582 EHC ENCOMPASS HEALTH CORP Healthcare 692.0 $70K 0.01% NEW $101.08 +20.4%
1583 EDIT EDITAS MEDICINE INC Healthcare 21,540.0 $70K 0.01% NEW $3.24 +0.3%
1584 PPG PPG INDS INC Basic Materials 572.0 $69K 0.01% NEW $121.29 -6.1%
1585 AMERICAS GOLD AND SILVER COR 14,682.0 $69K 0.01% NEW $4.72
1586 LECO LINCOLN ELEC HLDGS INC Industrials 261.0 $69K 0.01% NEW $265.51 +5.3%
1587 QUIK QUICKLOGIC CORP Technology 3,465.0 $69K 0.01% NEW $19.97 -41.8%
1588 AME AMETEK INC Industrials 286.0 $69K 0.01% NEW $241.94 +0.5%
1589 POST POST HLDGS INC Consumer Defensive 783.0 $69K 0.01% NEW $88.26 -10.7%
1590 LIBERTY GLOBAL LTD 6,037.0 $69K 0.01% NEW $11.37
1591 BKSY BLACKSKY TECHNOLOGY INC Technology 2,454.0 $69K 0.01% NEW $27.92 -0.1%
1592 IDXX IDEXX LABS INC Healthcare 130.0 $68K 0.01% NEW $526.44 +6.8%
1593 INV INNVENTURE INC Financial Services 13,478.0 $68K 0.01% NEW $5.07 -69.6%
1594 ATAIBECKLEY INC 12,898.0 $68K 0.01% NEW $5.27
1595 DKL DELEK LOGISTICS PARTNERS LP Energy 1,317.0 $68K 0.01% NEW $51.54 +6.2%
1596 LIBERTY GLOBAL LTD 6,164.0 $68K 0.01% NEW $11.00
1597 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 4,094.0 $68K 0.01% NEW $16.53 +26.1%
1598 TSSI TSS INC DEL Technology 5,500.0 $68K 0.01% NEW $12.30 -25.7%
1599 DVN DEVON ENERGY CORP NEW Energy 1,636.0 $68K 0.01% NEW $41.32 +16.6%
1600 LILA LIBERTY LATIN AMERICA LTD Communication Services 8,609.0 $67K 0.01% NEW $7.84 +6.4%
Page 80 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%