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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $246M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 623 New
Page 24 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IWO ISHARES TR 13.0 $4K 0.00% NEW $323.00 +19.9%
462 SPLV INVESCO EXCH TRADED FD TR II 59.0 $4K 0.00% NEW $71.08 +3.9%
463 FDIS FIDELITY COVINGTON TRUST 41.0 $4K 0.00% NEW $102.17 +0.5%
464 BK BANK NEW YORK MELLON CORP Financial Services 36.0 $4K 0.00% NEW $116.08 +22.2%
465 KHC KRAFT HEINZ CO Consumer Defensive 166.0 $4K 0.00% NEW $24.25 -4.0%
466 MXF MEXICO FD INC Financial Services 197.0 $4K 0.00% NEW $20.14 +11.4%
467 ACHR ARCHER AVIATION INC Industrials 525.0 $4K 0.00% NEW $7.52 -25.2%
468 SEZL SEZZLE INC Financial Services 62.0 $4K 0.00% NEW $63.47 +147.1%
469 EXACT SCIENCES CORP 38.0 $4K 0.00% NEW $101.55
470 LIBERTY GLOBAL LTD 345.0 $4K 0.00% NEW $11.14
471 PBA PEMBINA PIPELINE CORP Energy 100.0 $4K 0.00% NEW $38.06 +22.7%
472 MDYG SPDR SERIES TRUST 41.0 $4K 0.00% NEW $92.44 +20.3%
473 BNS BANK NOVA SCOTIA HALIFAX Financial Services 51.0 $4K 0.00% NEW $73.69 +17.7%
474 FIDU FIDELITY COVINGTON TRUST 45.0 $4K 0.00% NEW $82.49 +19.1%
475 MUB ISHARES TR 33.0 $4K 0.00% NEW $107.12 +0.1%
476 ADBE ADOBE INC Technology 10.0 $4K 0.00% NEW $350.00 -42.2%
477 JD JD.COM INC Consumer Cyclical 121.0 $3K 0.00% NEW $28.70 -1.6%
478 NVO NOVO-NORDISK A S Healthcare 68.0 $3K 0.00% NEW $50.88 -12.8%
479 NEM NEWMONT CORP Basic Materials 34.0 $3K 0.00% NEW $100.82 +10.5%
480 VLO VALERO ENERGY CORP Energy 21.0 $3K 0.00% NEW $162.57 +48.8%
Page 24 of 32  ·  623 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.7%
Financial Services 17.5%
Healthcare 14.4%
Industrials 11.8%
Consumer Defensive 7.5%
Consumer Cyclical 7.4%
Utilities 6.0%
Energy 4.6%
Communication Services 4.0%
Basic Materials 2.5%