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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $427M AUM 1,786 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1001 New 94 Added 286 Reduced 1019 Exited
Page 27 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
521 CYTK CYTOKINETICS INC Healthcare 7 $461.0 SOLD
522 RUN SUNRUN INC Energy 34 $461.0 SOLD
523 GAP GAP INC Consumer Cyclical 19 $460.0 SOLD
524 OZK BANK OZK LITTLE ROCK ARK Financial Services 10 $459.0 SOLD
525 EMN EASTMAN CHEM CO Basic Materials 6 $458.0 SOLD
526 HOMB HOME BANCSHARES INC Financial Services 17 $458.0 SOLD
527 VSAT VIASAT INC Technology 10 $458.0 SOLD
528 PPC PILGRIMS PRIDE CORP Consumer Defensive 12 $453.0 SOLD
529 TTEK TETRA TECH INC NEW Industrials 15 $452.0 SOLD
530 GTES GATES INDL CORP PLC Industrials 20 $452.0 SOLD
531 TROW PRICE T ROWE GROUP INC Financial Services 5 $451.0 SOLD
532 GWRE GUIDEWIRE SOFTWARE INC Technology 3 $449.0 SOLD
533 GBCI GLACIER BANCORP INC NEW Financial Services 10 $447.0 SOLD
534 ROAD CONSTRUCTION PARTNERS INC Industrials 4 $444.0 SOLD
535 URBN URBAN OUTFITTERS INC Consumer Cyclical 7 $443.0 SOLD
536 MTDR MATADOR RES CO Energy 7 $442.0 SOLD
537 FLS FLOWSERVE CORP Industrials 6 $441.0 SOLD
538 MWA MUELLER WTR PRODS INC Industrials 16 $440.0 SOLD
539 BOOT BOOT BARN HLDGS INC Consumer Cyclical 3 $439.0 SOLD
540 UGI UGI CORP NEW Utilities 12 $437.0 SOLD
Page 27 of 51  ·  1,019 positions
Sector Allocation
Technology 22.5%
Financial Services 16.9%
Industrials 15.5%
Healthcare 15.0%
Consumer Defensive 8.0%
Utilities 6.7%
Consumer Cyclical 5.8%
Communication Services 3.3%
Energy 3.2%
Basic Materials 2.6%