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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 82 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 BRZE BRAZE INC Technology 2,967.0 $64K 0.01% NEW $21.69 +41.3%
1622 PSN PARSONS CORP DEL Industrials 1,224.0 $64K 0.01% NEW $52.39 -10.1%
1623 RNGR RANGER ENERGY SVCS INC Energy 4,004.0 $64K 0.01% NEW $16.01 +9.4%
1624 BEACON FINANCIAL CORP. 2,097.0 $64K 0.01% NEW $30.45
1625 PRCH PORCH GROUP INC Technology 4,239.0 $64K 0.01% NEW $15.04 +13.3%
1626 AMPL AMPLITUDE INC Technology 8,315.0 $64K 0.01% NEW $7.65 +67.7%
1627 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 1,270.0 $64K 0.01% NEW $50.03 -17.1%
1628 DECK DECKERS OUTDOOR CORP Consumer Cyclical 639.0 $63K 0.01% NEW $99.29 -7.8%
1629 NMRK NEWMARK GROUP INC Real Estate 4,197.0 $63K 0.01% NEW $15.11 +8.7%
1630 DOLE DOLE PLC Consumer Defensive 4,586.0 $63K 0.01% NEW $13.72 -3.1%
1631 AQN ALGONQUIN POWER & UTILITIES Utilities 10,671.0 $63K 0.01% NEW $5.89 -1.2%
1632 FEIM FREQUENCY ELECTRS INC Technology 947.0 $63K 0.01% NEW $66.35 +0.6%
1633 NOG NORTHERN OIL & GAS INC Energy 3,461.0 $63K 0.01% NEW $18.15 +43.6%
1634 AVEX AEVEX CORP Industrials 3,007.0 $63K 0.01% NEW $20.89 -9.5%
1635 WLDN WILLDAN GROUP INC Industrials 790.0 $62K 0.01% NEW $79.10 +7.3%
1636 LAB STANDARD BIOTOOLS INC Healthcare 75,269.0 $62K 0.01% NEW $0.82 -18.4%
1637 ZM ZOOM COMMUNICATIONS INC Technology 717.0 $62K 0.01% NEW $86.31 +24.5%
1638 POR PORTLAND GEN ELEC CO Utilities 1,193.0 $62K 0.01% NEW $51.83 -3.3%
1639 CIEN CIENA CORP Technology 126.0 $62K 0.01% NEW $490.56 -18.6%
1640 VERX VERTEX INC Technology 5,382.0 $62K 0.01% NEW $11.48 +17.8%
Page 82 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%