Arkolith/Funds/State of Wyoming

State of Wyoming

CIK 1821626
Holdings as of Mar 31, 2025·disclosed May 14, 2025·~44-day 13F lag·13F-HR
Active Filer

State of Wyoming holds a focused book of 1621 stocks worth $754.3M as of Q1 2025 (disclosed May 14, 2025, a ~44-day 13F lag). This quarter they opened JBT Marel Corp and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 21% of the equity book. Cloning the disclosed picks since 2024 would be +38% (+20.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what State of Wyoming owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1821626/holdings"
Ask your agent
Use Arkolith to show State of Wyoming's latest
holdings, largest changes, and filing provenance.
Opened
552
new positions
Added to
748
existing
Trimmed
552
reduced
Sold out
281
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+37.8%
+20.4%/yr · since Nov '24
Their reported book
+41.4%
held from quarter-end
S&P 500
+32.3%
same window
$8K$10K$11K$13K$14KNov '24Mar '25Jul '25Nov '25Apr '26Aug '26
State of Wyoming (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +41.4%, a 3.6-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning State of Wyoming's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
35%
Top 20 holdings
41%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

64% mapped to company sectors

ETF / fund or unclassified
36%
Information Technology
16%
Industrials
13%
Financials
9%
Consumer Discretionary
7%
Health Care
7%
Materials
4%
Real Estate
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as State of Wyoming

Manager / fundShared namesTheir $ in those
BlackRock, Inc.79 / 80$2.0T
MORGAN STANLEY79 / 80$482.1B
JPMORGAN CHASE & CO79 / 80$461.3B
BANK OF AMERICA CORP /DE/79 / 80$287.5B
GOLDMAN SACHS GROUP INC79 / 80$238.2B
ROYAL BANK OF CANADA79 / 80$158.6B
UBS Group AG79 / 80$121.3B
CITIGROUP INC79 / 80$48.8B

Ranked by how many of State of Wyoming's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,621 positions
#SecurityValueShares% PortLast moveHistory
1SPDR S&P 500 ETF TR
TR UNIT
$159.8M285.6K
21.2%
−1.0%
Reduced · −3K sh
2Ishares TR
MSCI EAFE ETF
$40.0M489.7K
5.3%
−1.3%
Reduced · −7K sh
3Ishares Inc
MSCI EMRG CHN
$12.5M226.6K
1.7%
−1.4%
Reduced · −3K sh
4Apple Inc
COM
$11.1M50.1K
1.5%
+67%
Added · +20K sh
5Ishares TR
RUSSELL 2000 ETF
$8.5M42.5K
1.1%
+135%
Added · +24K sh
6Nvidia Corporation
COM
$8.2M75.6K
1.1%
−11%
Reduced · −9K sh
7Ishares TR
MSCI ACWI EX US
$7.0M126.4K
0.9%
−5.6%
Reduced · −8K sh
8Ies Hldgs Inc
COM
$6.9M41.9K
0.9%
+29%
Added · +9K sh
9Microsoft Corp
COM
$6.6M17.7K
0.9%
−43%
Reduced · −13K sh
10Meta Platforms Inc
CL A
$6.0M10.4K
0.8%
−8.4%
Reduced · −951 sh
11Ishares TR
MSCI INDIA ETF
$5.2M100.1K
0.7%
+0.7%
Added · +700 sh
12Alphabet Inc
CAP STK CL A
$5.1M33.1K
0.7%
−4.2%
Reduced · −1K sh
13Amazon Com Inc
COM
$5.1M26.8K
0.7%
+35%
Added · +7K sh
14Ishares Inc
MSCI TAIWAN ETF
$5.0M105.1K
0.7%
+5.6%
Added · +6K sh
15Ishares Inc
MSCI CDA ETF
$4.8M119.0K
0.6%
−2.8%
Reduced · −3K sh
16Alphabet Inc
CAP STK CL C
$4.7M30.3K
0.6%
−5.3%
Reduced · −2K sh
17Mastercard Incorporated
CL A
$3.6M6.5K
0.5%
+10%
Added · +592 sh
18Visa Inc
COM CL A
$3.0M8.6K
0.4%
+0.8%
Added · +73 sh
19Tower Semiconductor Ltd
SHS NEW
$2.9M80.2K
0.4%
−5.4%
Reduced · −5K sh
20Taiwan Semiconductor MFG Ltd
SPONSORED ADS
$2.8M16.6K
0.4%
+1.1%
Added · +190 sh
21Spotify Technology S A
SHS
$2.5M4.5K
0.3%
+81%
Added · +2K sh
22Compass Inc
CL A
$2.4M275.8K
0.3%
+50%
Added · +92K sh
23Clear Channel Outdoor Hldgs
COM
$2.4M2.13M
0.3%
+34%
Added · +535K sh
24Dycom Inds Inc
COM
$2.3M15.0K
0.3%
−6.0%
Reduced · −958 sh
25Grail Inc
COM
$2.2M85.4K
0.3%
+65%
Added · +34K sh
26Enersys
COM
$2.2M23.6K
0.3%
+9.7%
Added · +2K sh
27Cavco Inds Inc Del
COM
$2.0M3.9K
0.3%
+27%
Added · +828 sh
28Interdigital Inc
COM
$2.0M9.5K
0.3%
+11%
Added · +926 sh
29Toronto Dominion BK Ont
COM NEW
$1.9M32.5K
0.3%
15×
Added · +30K sh
30Cisco Sys Inc
COM
$1.9M30.4K
0.2%
−3.9%
Reduced · −1K sh
31Berkshire Hathaway Inc Del
CL B NEW
$1.9M3.5K
0.2%
−2.8%
Reduced · −102 sh
32Tesla Inc
COM
$1.9M7.2K
0.2%
+14%
Added · +857 sh
33Mastec Inc
COM
$1.8M15.6K
0.2%
−21%
Reduced · −4K sh
34Universal Technical Inst Inc
COM
$1.8M68.6K
0.2%
+6.3%
Added · +4K sh
35JBT Marel Corporation
COM
$1.7M14.3K
0.2%
New
New position
36Greif Inc
CL B
$1.7M28.3K
0.2%
+5.7%
Added · +2K sh
37Mercadolibre Inc
COM
$1.7M855
0.2%
+24%
Added · +163 sh
38Exlservice Holdings Inc
COM
$1.6M34.2K
0.2%
−10%
Reduced · −4K sh
39Wix Com Ltd
SHS
$1.6M9.7K
0.2%
−19%
Reduced · −2K sh
40Broadcom Inc
COM
$1.5M8.9K
0.2%
−2.5%
Reduced · −233 sh
41Cyberark Software Ltd
SHS
$1.5M4.4K
0.2%
+3.5%
Added · +151 sh
42Mimedx Group Inc
COM
$1.5M195.3K
0.2%
−2.9%
Reduced · −6K sh
43Astronics Corp
COM
$1.4M58.5K
0.2%
+13%
Added · +7K sh
44Bank Montreal Que
COM
$1.4M14.3K
0.2%
+237%
Added · +10K sh
45JPMorgan Chase & Co.
COM
$1.3M5.4K
0.2%
−3.9%
Reduced · −218 sh
46Composecure Inc
COM CL A
$1.3M120.7K
0.2%
+18%
Added · +18K sh
47Qualcomm Inc
COM
$1.3M8.5K
0.2%
+51%
Added · +3K sh
48Disney Walt Co
COM
$1.3M13.2K
0.2%
+143%
Added · +8K sh
49Ishares Inc
MSCI BRAZIL ETF
$1.3M50.0K
0.2%
−0.3%
Reduced · −150 sh
50Eli Lilly & Co
COM
$1.2M1.5K
0.2%
−3.0%
Reduced · −46 sh
Showing 50 of 1,621 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2025Mar 31, 2025May 14, 20251,621$754.3M13F-HR
Q4 2024Dec 31, 2024Feb 14, 20251,588$783.9M13F-HR
Q3 2024Sep 30, 2024Nov 14, 20241,668$700.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.