Fund HoldingsState of Wyoming

Total Portfolio Value
$754.33M
Total Bought
$143.09M
Total Sold
$164.45M
Net Transaction
-$21.36M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR042,505+42,50508,4791.12%+8,479
APPLE INC(AAPL)050,051+50,051011,1181.47%+11,118
ISHARES TR0489,694+489,694040,0235.31%+40,023
TORONTO DOMINION BK ONT(TD)032,540+32,54001,9500.26%+1,950
JBT MAREL CORPORATION(JBTM)014,285+14,28501,7460.23%+1,746
SPOTIFY TECHNOLOGY S A(SPOT)04,480+4,48002,4640.33%+2,464
COMPASS INC(COMP)0275,777+275,77702,4080.32%+2,408
GRAIL INC(GRAL)51,74785,408+33,6619242,1810.29%+1,258
BANK MONTREAL QUE4,22514,254+10,0294101,3610.18%+951
ANGLOGOLD ASHANTI PLC(AU)026,951+26,95101,0000.13%+1,000
PINTEREST INC(PINS)031,490+31,49009760.13%+976
AT&T INC(T)027,416+27,41607750.10%+775
AMAZON COM INC(AMZN)026,845+26,84505,1080.68%+5,108
SHOPIFY INC(SHOP)012,041+12,04101,1470.15%+1,147
DISNEY WALT CO(DIS)5,41413,153+7,7396031,2980.17%+695
CAVCO INDS INC DEL(CVCO)03,894+3,89402,0230.27%+2,023
INCYTE CORP(INCY)010,585+10,58506410.08%+641
ARISTA NETWORKS INC(ANET)08,148+8,14806310.08%+631
MYR GROUP INC DEL(MYRG)06,780+6,78007670.10%+767
CENTURI HOLDINGS INC(CTRI)036,943+36,94306050.08%+605
ASTRONICS CORP058,541+58,54101,4150.19%+1,415
OTIS WORLDWIDE CORP(OTIS)07,406+7,40607640.10%+764
COMCAST CORP NEW(CCZ)014,584+14,58405380.07%+538
ENERGY TRANSFER L P(ET)039,478+39,47807340.10%+734
OSHKOSH CORP(OSK)05,620+5,62005290.07%+529
HENRY SCHEIN INC(HSIC)011,335+11,33507760.10%+776
QIAGEN NV(QGEN)012,775+12,77505130.07%+513
UNITED FIRE GROUP INC(UFCS)023,115+23,11506810.09%+681
RANGER ENERGY SVCS INC038,526+38,52605470.07%+547
MERCADOLIBRE INC(MELI)0855+85501,6680.22%+1,668
AXIS CAP HLDGS LTD
SHS
07,217+7,21707230.10%+723
FARMLAND PARTNERS INC048,203+48,20305370.07%+537
CADENCE BANK018,238+18,23805540.07%+554
BERKLEY W R CORP011,509+11,50908190.11%+819
MASTERCARD INCORPORATED(MA)5,8966,488+5923,1053,5560.47%+452
BLACKSTONE MTG TR INC(BXMT)022,347+22,34704470.06%+447
UGI CORP NEW(UGI)022,041+22,04107290.10%+729
ENERFLEX LTD(EFXT)057,713+57,71304460.06%+446
POTLATCHDELTIC CORPORATION016,478+16,47807430.10%+743
SEI INVTS CO(SEIC)09,461+9,46107340.10%+734
QUALCOMM INC(QCOM)08,483+8,48301,3030.17%+1,303
MATCH GROUP INC NEW(MTCH)017,662+17,66205510.07%+551
SALLY BEAUTY HLDGS INC067,166+67,16606070.08%+607
OPEN TEXT CORP(OTEX)017,251+17,25104350.06%+435
CAESARS ENTERTAINMENT INC NE(CZR)017,351+17,35104340.06%+434
ARIS WATER SOLUTIONS INC015,673+15,67305020.07%+502
AERCAP HOLDINGS NV(AER)08,765+8,76508960.12%+896
ALBERTSONS COS INC20,27637,386+17,1103988220.11%+424
BLACK STONE MINERALS L P(BSM)034,491+34,49105270.07%+527
DRAFTKINGS INC NEW(DKNG)012,635+12,63504200.06%+420
KAROOOOO LTD(KARO)09,986+9,98604180.06%+418
APTIV PLC(APTV)06,820+6,82004060.05%+406
TARGA RES CORP(TRGP)02,012+2,01204030.05%+403
XCEL ENERGY INC(XEL)07,206+7,20605100.07%+510
DTE ENERGY CO(DTB)02,879+2,87903980.05%+398
BROADRIDGE FINL SOLUTIONS IN(BR)01,652+1,65204010.05%+401
L3HARRIS TECHNOLOGIES INC(LHX)01,868+1,86803910.05%+391
RALPH LAUREN CORP(RL)02,176+2,17604800.06%+480
IES HLDGS INC(IESC)041,940+41,94006,9250.92%+6,925
WESCO INTL INC(WCC)02,476+2,47603850.05%+385
MASTERBRAND INC(MBC)053,466+53,46606980.09%+698
BAXTER INTL INC011,155+11,15503820.05%+382
AMNEAL PHARMACEUTICALS INC(AMRX)081,772+81,77206850.09%+685
LAUREATE EDUCATION INC(LAUR)033,755+33,75506900.09%+690
ENTERGY CORP NEW(ETR)04,409+4,40903770.05%+377
HERITAGE INSURANCE HLDGS INC029,733+29,73304290.06%+429
AMPHENOL CORP NEW015,654+15,65401,0270.14%+1,027
CNH INDL N V
SHS
029,888+29,88803670.05%+367
CGI INC(GIB)03,911+3,91103900.05%+390
VIAVI SOLUTIONS INC(VIAV)040,330+40,33004510.06%+451
BIGCOMMERCE HLDGS INC062,266+62,26603590.05%+359
CLOROX CO DEL(CLX)02,427+2,42703570.05%+357
CLEARFIELD INC039,008+39,00801,1590.15%+1,159
EXPEDIA GROUP INC(EXPE)02,649+2,64904450.06%+445
ETSY INC(ETSY)07,521+7,52103550.05%+355
POPULAR INC(BPOP)03,833+3,83303540.05%+354
ANDERSONS INC08,211+8,21103520.05%+352
WABTEC(WAB)04,066+4,06607370.10%+737
ALTRIA GROUP INC(MO)014,124+14,12408480.11%+848
GODADDY INC(GDDY)02,521+2,52104540.06%+454
ETON PHARMACEUTICALS INC(ETON)026,443+26,44303430.05%+343
GENERAC HLDGS INC(GNRC)04,052+4,05205130.07%+513
INVESCO LTD(IVZ)022,137+22,13703360.04%+336
CONCENTRA GROUP HOLDINGS PAR(CON)015,449+15,44903350.04%+335
TRIP COM GROUP LTD(TCOM)05,270+5,27003350.04%+335
UMB FINL CORP(UMBF)07,585+7,58507670.10%+767
DARLING INGREDIENTS INC(DAR)010,667+10,66703330.04%+333
BRINKS CO(BCO)06,425+6,42505540.07%+554
AGILON HEALTH INC(AGL)0128,509+128,50905560.07%+556
CAMECO CORP(CCJ)08,548+8,54803520.05%+352
ROYAL CARIBBEAN GROUP
COM
01,564+1,56403210.04%+321
VISA INC(V)8,5298,602+732,6963,0150.40%+319
HARTFORD INSURANCE GROUP INC(HIG)07,828+7,82809690.13%+969
AVNET INC06,584+6,58403170.04%+317
CUREVAC N V0114,273+114,27303170.04%+317
ARCOSA INC04,094+4,09403160.04%+316
REMITLY GLOBAL INC(RELY)015,174+15,17403160.04%+316
U HAUL HOLDING COMPANY04,818+4,81803150.04%+315
RAYMOND JAMES FINL INC(RJF)04,801+4,80106670.09%+667
OOMA INC023,695+23,69503100.04%+310
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