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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 32 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
621 KMX CARMAX INC Consumer Cyclical 8 $333.0 SOLD
622 DT DYNATRACE INC Technology 9 $333.0 SOLD
623 ICLR ICON PLC Healthcare 3 $332.0 SOLD
624 UBSI UNITED BANKSHARES INC WEST V Financial Services 8 $331.0 SOLD
625 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2 $330.0 SOLD
626 NJR NEW JERSEY RES CORP Utilities 6 $330.0 SOLD
627 NWE NORTHWESTERN ENERGY GROUP IN Utilities 5 $330.0 SOLD
628 AGO ASSURED GUARANTY LTD Financial Services 4 $326.0 SOLD
629 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 4 $325.0 SOLD
630 RMTI ROCKWELL MED INC Healthcare 360 $322.0 SOLD
631 VICR VICOR CORP Technology 2 $322.0 SOLD
632 LSTR LANDSTAR SYS INC Industrials 2 $321.0 SOLD
633 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1 $321.0 SOLD
634 MMS MAXIMUS INC Industrials 5 $321.0 SOLD
635 GEN GEN DIGITAL INC Technology 17 $320.0 SOLD
636 LIVN LIVANOVA PLC Healthcare 5 $318.0 SOLD
637 JXN JACKSON FINANCIAL INC Financial Services 3 $317.0 SOLD
638 TECH BIO-TECHNE CORP Healthcare 6 $314.0 SOLD
639 CNR CORE NATURAL RESOURCES INC Energy 3 $314.0 SOLD
640 ACAD ACADIA PHARMACEUTICALS INC Healthcare 14 $312.0 SOLD
Page 32 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%