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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 33 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
641 ABCB AMERIS BANCORP Financial Services 4 $312.0 SOLD
642 VISN VISTANCE NETWORKS INC Technology 17 $309.0 SOLD
643 MGEE MGE ENERGY INC Utilities 4 $309.0 SOLD
644 WEX WEX INC Technology 2 $306.0 SOLD
645 FLUTTER ENTMT PLC 3 $306.0 SOLD
646 NVST ENVISTA HOLDINGS CORPORATION Healthcare 12 $304.0 SOLD
647 DAN DANA INC Consumer Cyclical 9 $303.0 SOLD
648 SIGI SELECTIVE INS GROUP INC Financial Services 4 $302.0 SOLD
649 PSMT PRICESMART INC Consumer Defensive 2 $301.0 SOLD
650 SHC SOTERA HEALTH CO Healthcare 21 $301.0 SOLD
651 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 4 $300.0 SOLD
652 HRI HERC HLDGS INC Industrials 3 $299.0 SOLD
653 NWSA NEWS CORP NEW Communication Services 12 $299.0 SOLD
654 STNG SCORPIO TANKERS INC Energy 4 $299.0 SOLD
655 TMDX TRANSMEDICS GROUP INC Healthcare 3 $298.0 SOLD
656 BOH BANK HAWAII CORP Financial Services 4 $297.0 SOLD
657 POST POST HLDGS INC Consumer Defensive 3 $297.0 SOLD
658 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 5 $296.0 SOLD
659 FFIN FIRST FINL BANKSHARES INC Financial Services 10 $295.0 SOLD
660 RVMD REVOLUTION MEDICINES INC Healthcare 3 $292.0 SOLD
Page 33 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%