Fund HoldingsState of Wyoming

Total Portfolio Value
$783.93M
Total Bought
$210.91M
Total Sold
$118.98M
Net Transaction
+$91.93M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)031,080+31,080013,1001.67%+13,100
NVIDIA CORPORATION(NVDA)39,84285,056+45,2144,83811,4221.46%+6,584
SPDR S&P 500 ETF TR(SPY)286,250288,400+2,150164,239169,02521.56%+4,787
ALPHABET INC(GOOG)034,589+34,58906,5480.84%+6,548
META PLATFORMS INC(META)011,375+11,37506,6600.85%+6,660
ALPHABET INC(GOOG)031,951+31,95106,0850.78%+6,085
MASTERCARD INCORPORATED(MA)05,896+5,89603,1050.40%+3,105
TESLA INC(TSLA)06,308+6,30802,5470.32%+2,547
CISCO SYS INC(CSCO)031,673+31,67301,8750.24%+1,875
VISA INC(V)4,2808,529+4,2491,1772,6960.34%+1,519
JOHNSON & JOHNSON(JNJ)010,284+10,28401,4870.19%+1,487
BROADCOM INC(AVGO)09,152+9,15202,1220.27%+2,122
ABBVIE INC(ABBV)06,622+6,62201,1770.15%+1,177
ACCENTURE PLC IRELAND
SHS CLASS A
03,292+3,29201,1580.15%+1,158
READY CAPITAL CORP0160,365+160,36501,0940.14%+1,094
WALMART INC(WMT)012,799+12,79901,1560.15%+1,156
ADOBE INC(ADBE)03,174+3,17401,4110.18%+1,411
MIRION TECHNOLOGIES INC(MIR)82,624104,750+22,1269151,8280.23%+913
MIMEDX GROUP INC0201,111+201,11101,9350.25%+1,935
ORACLE CORP(ORCL)06,832+6,83201,1380.15%+1,138
PEGASYSTEMS INC(PEGA)013,766+13,76601,2830.16%+1,283
BERKSHIRE HATHAWAY INC DEL03,602+3,60201,6330.21%+1,633
HONEYWELL INTL INC(HON)05,116+5,11601,1560.15%+1,156
KBR INC(KBR)023,515+23,51501,3620.17%+1,362
CF INDS HLDGS INC(CF)08,995+8,99507670.10%+767
RTX CORPORATION(RTX)09,235+9,23501,0690.14%+1,069
JPMORGAN CHASE & CO.(JPM)05,604+5,60401,3430.17%+1,343
NETFLIX INC(NFLX)01,681+1,68101,4980.19%+1,498
GLOBE LIFE INC07,213+7,21308040.10%+804
MANULIFE FINL CORP(MFC)039,189+39,18901,2030.15%+1,203
PROGRESSIVE CORP(PGR)04,602+4,60201,1030.14%+1,103
PHILIP MORRIS INTL INC(PM)06,850+6,85008240.11%+824
PRIMORIS SVCS CORP(PRIM)014,971+14,97101,1440.15%+1,144
ABBOTT LABS06,832+6,83207730.10%+773
VESTIS CORPORATION(VSTS)060,483+60,48309220.12%+922
ALLEGION PLC(ALLE)05,583+5,58307300.09%+730
MOELIS & CO(MC)010,437+10,43707710.10%+771
FORTINET INC(FTNT)08,883+8,88308390.11%+839
ROSS STORES INC(ROST)05,208+5,20807880.10%+788
HIGH TIDE INC0159,589+159,58905940.08%+594
UNITEDHEALTH GROUP INC(UNH)02,241+2,24101,1340.14%+1,134
GILEAD SCIENCES INC(GILD)06,384+6,38405900.08%+590
GRAIL INC(GRAL)051,747+51,74709240.12%+924
MARVELL TECHNOLOGY INC(MRVL)9,27911,344+2,0656691,2530.16%+584
UNIVERSAL TECHNICAL INST INC(UTI)064,540+64,54001,6590.21%+1,659
TORRID HLDGS INC0108,952+108,95205700.07%+570
CROSS CTRY HEALTHCARE INC051,019+51,01909270.12%+927
SALESFORCE INC(CRM)02,486+2,48608310.11%+831
GLOBAL PMTS INC(GPN)05,274+5,27405910.08%+591
DAVE INC(DAVE)06,416+6,41605580.07%+558
MASTEC INC(MTZ)17,44219,815+2,3732,1472,6980.34%+551
SUN LIFE FINANCIAL INC.(SLF)09,247+9,24705490.07%+549
ILLINOIS TOOL WKS INC(ITW)02,664+2,66406750.09%+675
ALLSTATE CORP(ALL)03,930+3,93007580.10%+758
NORTHROP GRUMMAN CORP(NOC)01,197+1,19705620.07%+562
PLANET FITNESS INC(PLNT)07,423+7,42307340.09%+734
DISNEY WALT CO(DIS)05,414+5,41406030.08%+603
ASANA INC(ASAN)024,895+24,89505050.06%+505
PEBBLEBROOK HOTEL TR(PEB)037,129+37,12905030.06%+503
UBER TECHNOLOGIES INC(UBER)08,230+8,23004960.06%+496
CLEARWATER ANALYTICS HLDGS I40,67155,158+14,4871,0271,5180.19%+491
BRIGHT HORIZONS FAM SOL IN D(BFAM)05,920+5,92006560.08%+656
PRIMO BRANDS CORPORATION(PRMB)015,868+15,86804880.06%+488
TOWER SEMICONDUCTOR LTD(TSEM)87,67784,800-2,8773,8814,3680.56%+487
ELI LILLY & CO(LLY)01,552+1,55201,1980.15%+1,198
CATERPILLAR INC(CAT)01,899+1,89906890.09%+689
ZOOM COMMUNICATIONS INC(ZM)07,561+7,56106170.08%+617
COCA-COLA EUROPACIFIC PARTNE
SHS
07,686+7,68605900.08%+590
PAYPAL HLDGS INC(PYPL)010,665+10,66509100.12%+910
LAM RESEARCH CORP(LRCX)06,576+6,57604750.06%+475
ONESPAWORLD HOLDINGS LIMITED
COM
027,547+27,54705480.07%+548
EXPEDITORS INTL WASH INC(EXPD)05,472+5,47206060.08%+606
CHUBB LIMITED
COM
01,925+1,92505320.07%+532
PERIMETER SOLUTIONS INC(PRM)034,827+34,82704450.06%+445
CINEMARK HLDGS INC(CNK)024,013+24,01307440.09%+744
NATIONAL CINEMEDIA INC069,539+69,53904620.06%+462
TALKSPACE INC(TALK)0142,194+142,19404390.06%+439
ACI WORLDWIDE INC08,428+8,42804370.06%+437
PROCTER AND GAMBLE CO(PG)03,829+3,82906420.08%+642
GENERAL MLS INC(GIS)07,247+7,24704620.06%+462
PFIZER INC(PFE)022,335+22,33505930.08%+593
SPORTRADAR GROUP AG(SRAD)027,642+27,64204790.06%+479
CHENIERE ENERGY INC(LNG)01,963+1,96304220.05%+422
COPT DEFENSE PROPERTIES(CDP)013,365+13,36504140.05%+414
BECTON DICKINSON & CO(BDX)01,813+1,81304110.05%+411
BANK MONTREAL QUE04,225+4,22504100.05%+410
EXXON MOBIL CORP08,735+8,73509400.12%+940
STERLING INFRASTRUCTURE INC(STRL)02,846+2,84604790.06%+479
NETGEAR INC014,631+14,63104080.05%+408
INTERDIGITAL INC(IDCC)08,526+8,52601,6520.21%+1,652
FORTIVE CORP(FTV)06,716+6,71605040.06%+504
BLOCK INC(XYZ)05,482+5,48204660.06%+466
UNUM GROUP(UNM)011,074+11,07408090.10%+809
SONIDA SENIOR LIVING INC(SNDA)29,52751,500+21,9737901,1890.15%+399
PULTE GROUP INC(PHM)04,341+4,34104730.06%+473
ALBERTSONS COS INC020,276+20,27603980.05%+398
IMAX CORP021,606+21,60605530.07%+553
KINROSS GOLD CORP(KGC)0120,777+120,77701,1200.14%+1,120
INFORMATICA INC020,581+20,58105340.07%+534
NEBIUS GROUP N.V.(NBIS)014,175+14,17503930.05%+393
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