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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 85 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 SGMT SAGIMET BIOSCIENCES INC Healthcare 6,786.0 $52K 0.01% NEW $7.73 +38.5%
1682 PFE PFIZER INC Healthcare 2,176.0 $52K 0.01% NEW $24.08 +16.5%
1683 PATK PATRICK INDS INC Consumer Cyclical 583.0 $52K 0.01% NEW $89.78 -4.9%
1684 TK TEEKAY CORPORATION LTD Energy 5,233.0 $52K 0.01% NEW $10.00 +31.8%
1685 PNRG PRIMEENERGY RESOURCES CORP Energy 312.0 $52K 0.01% NEW $166.89 +32.1%
1686 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 6,556.0 $52K 0.01% NEW $7.92 +12.2%
1687 MIRM MIRUM PHARMACEUTICALS INC Healthcare 441.0 $52K 0.01% NEW $117.07 -12.2%
1688 NTLA INTELLIA THERAPEUTICS INC Healthcare 3,042.0 $51K 0.01% NEW $16.92 -27.3%
1689 NUAI NEW ERA ENERGY & DIGITAL INC Energy 8,046.0 $51K 0.01% NEW $6.38 -20.4%
1690 CYD CHINA YUCHAI INTL LTD Industrials 1,071.0 $51K 0.01% NEW $47.41 -4.3%
1691 CCJ CAMECO CORP Energy 498.0 $51K 0.01% NEW $101.89 -4.4%
1692 BZAI BLAIZE HLDGS INC Technology 36,278.0 $50K 0.01% NEW $1.38 -60.6%
1693 AMC ENTMT HLDGS INC 26,332.0 $50K 0.01% NEW $1.90
1694 MKTX MARKETAXESS HLDGS INC Financial Services 432.0 $49K 0.01% NEW $113.49 +42.7%
1695 PPC PILGRIMS PRIDE CORP Consumer Defensive 1,736.0 $49K 0.01% NEW $28.11 +13.6%
1696 ENSG ENSIGN GROUP INC Healthcare 304.0 $49K 0.01% NEW $160.30 +14.9%
1697 NXDR NEXTDOOR HOLDINGS INC Communication Services 21,440.0 $49K 0.01% NEW $2.27 +8.4%
1698 SES SES AI CORPORATION Consumer Cyclical 50,319.0 $48K 0.01% NEW $0.96 -43.5%
1699 PERIMETER SOLUTIONS INC 1,353.0 $48K 0.01% NEW $35.65
1700 NAGE NIAGEN BIOSCIENCE INC Healthcare 14,779.0 $47K 0.01% NEW $3.19 -1.3%
Page 85 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%