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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 29 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
561 RDDT REDDIT INC Communication Services 3 $404.0 SOLD
562 PB PROSPERITY BANCSHARES INC Financial Services 6 $403.0 SOLD
563 VMI VALMONT INDS INC Industrials 1 $400.0 SOLD
564 CNK CINEMARK HLDGS INC Communication Services 14 $399.0 SOLD
565 KEX KIRBY CORP Industrials 3 $399.0 SOLD
566 LGND LIGAND PHARMACEUTICALS INC Healthcare 2 $399.0 SOLD
567 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3 $399.0 SOLD
568 BROWN FORMAN CORP 15 $397.0 SOLD
569 BIRKENSTOCK HOLDING PLC 11 $394.0 SOLD
570 AUB ATLANTIC UN BANKSHARES CORP Financial Services 11 $393.0 SOLD
571 EBC EASTERN BANKSHARES INC Financial Services 20 $391.0 SOLD
572 RIG TRANSOCEAN LTD Energy 59 $391.0 SOLD
573 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 10 $390.0 SOLD
574 OII OCEANEERING INTL INC Energy 11 $390.0 SOLD
575 DKNG DRAFTKINGS INC NEW Consumer Cyclical 18 $389.0 SOLD
576 ASB ASSOCIATED BANC-CORP Financial Services 15 $388.0 SOLD
577 EHC ENCOMPASS HEALTH CORP Healthcare 4 $387.0 SOLD
578 SFM SPROUTS FMRS MKT INC Consumer Defensive 5 $386.0 SOLD
579 MTN VAIL RESORTS INC Consumer Cyclical 3 $385.0 SOLD
580 GTX GARRETT MOTION INC Consumer Cyclical 21 $382.0 SOLD
Page 29 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%