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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 51 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1001 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 1 $14.0 SOLD
1002 KD KYNDRYL HLDGS INC Technology 1 $13.0 SOLD
1003 ARQQ ARQIT QUANTUM INC Technology 1 $13.0 SOLD
1004 PRGO PERRIGO CO PLC Healthcare 1 $11.0 SOLD
1005 DV DOUBLEVERIFY HLDGS INC Technology 1 $10.0 SOLD
1006 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 1 $10.0 SOLD
1007 COTY COTY INC Consumer Defensive 4 $8.0 SOLD
1008 FLO FLOWERS FOODS INC Consumer Defensive 1 $8.0 SOLD
1009 AMAZE HOLDINGS INC 44 $8.0 SOLD
1010 CLVT CLARIVATE PLC Technology 3 $8.0 SOLD
1011 CCC CCC INTELLIGENT SOLUTIONS HL Technology 1 $6.0 SOLD
1012 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 1 $6.0 SOLD
1013 CXM SPRINKLR INC Technology 1 $6.0 SOLD
1014 PAYO PAYONEER GLOBAL INC Technology 1 $5.0 SOLD
1015 ALLBIRDS INC 1 $3.0 SOLD
1016 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 1 $2.0 SOLD
1017 OPENDOOR TECHNOLOGIES INC 1 $1.0 SOLD
1018 OPENDOOR TECHNOLOGIES INC 1 SOLD
1019 OPENDOOR TECHNOLOGIES INC 1 SOLD
Page 51 of 51  ·  1,019 positions
Sector Allocation
Technology 22.2%
Financial Services 16.9%
Industrials 15.2%
Healthcare 14.8%
Consumer Defensive 8.0%
Utilities 6.6%
Consumer Cyclical 5.7%
Communication Services 3.7%
Energy 3.7%
Basic Materials 2.6%