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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 26 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MEI METHODE ELECTRS INC Technology 400.0 $3K 0.00% NEW $6.64 +76.0%
502 EIPI FIRST TR EXCHNG TRADED FD VI 128.0 $3K 0.00% NEW $19.80 +10.5%
503 LIT GLOBAL X FDS 39.0 $2K 0.00% NEW $64.08 +31.6%
504 ANET ARISTA NETWORKS INC Technology 19.0 $2K 0.00% NEW $131.05 +27.8%
505 WDS WOODSIDE ENERGY GROUP LTD Energy 158.0 $2K 0.00% NEW $15.59 +31.0%
506 FORTINET INC 31.0 $2K 0.00% NEW $79.42
507 RSPG INVESCO EXCHANGE TRADED FD T 30.0 $2K 0.00% NEW $79.60 +24.9%
508 WPM WHEATON PRECIOUS METALS CORP Basic Materials 20.0 $2K 0.00% NEW $117.50 +12.5%
509 CPRX CATALYST PHARMACEUTICALS INC Healthcare 100.0 $2K 0.00% NEW $23.34 +34.5%
510 VTRS VIATRIS INC Healthcare 183.0 $2K 0.00% NEW $12.44 +29.8%
511 QS QUANTUMSCAPE CORP Consumer Cyclical 214.0 $2K 0.00% NEW $10.42 -32.5%
512 SIRI SIRIUSXM HOLDINGS INC Communication Services 111.0 $2K 0.00% NEW $19.99 +41.3%
513 WTS WATTS WATER TECHNOLOGIES INC Industrials 8.0 $2K 0.00% NEW $276.00 +25.3%
514 DFIV DIMENSIONAL ETF TRUST 44.0 $2K 0.00% NEW $50.05 +12.3%
515 FNF FIDELITY NATIONAL FINANCIAL Financial Services 40.0 $2K 0.00% NEW $54.70 -12.5%
516 LITHIUM AMERS CORP NEW 500.0 $2K 0.00% NEW $4.36
517 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 15.0 $2K 0.00% NEW $143.87 +79.8%
518 ASML ASML HOLDING N V Technology 2.0 $2K 0.00% NEW $1070.00 +79.0%
519 GCT GIGACLOUD TECHNOLOGY INC Technology 54.0 $2K 0.00% NEW $39.28 -15.3%
520 FANG DIAMONDBACK ENERGY INC Energy 14.0 $2K 0.00% NEW $150.36 +25.0%
Page 26 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%