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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 8 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CNI CANADIAN NATL RY CO Industrials 1,000.0 $99K 0.04% NEW $98.85 +17.9%
142 RSP INVESCO EXCHANGE TRADED FD T 496.0 $95K 0.04% NEW $191.62 +11.0%
143 IJH ISHARES TR 1,417.0 $94K 0.04% NEW $65.99 +15.7%
144 NOBL PROSHARES TR 882.0 $92K 0.04% NEW $104.02 -46.4%
145 QUAL ISHARES TR 457.0 $91K 0.04% NEW $198.63 +9.7%
146 IBB ISHARES TR 531.0 $90K 0.04% NEW $168.74 +3.8%
147 GILD GILEAD SCIENCES INC Healthcare 723.0 $89K 0.04% NEW $122.81 +3.6%
148 PFF ISHARES TR 2,861.0 $89K 0.04% NEW $30.96 +1.0%
149 BHP BHP GROUP LTD Basic Materials 1,460.0 $88K 0.04% NEW $60.39 +54.2%
150 T AT&T INC Communication Services 3,543.0 $88K 0.04% NEW $24.84 -9.5%
151 VTC VANGUARD SCOTTSDALE FDS 1,118.0 $87K 0.04% NEW $77.64 -0.9%
152 NSC NORFOLK SOUTHN CORP Industrials 300.0 $87K 0.04% NEW $288.72 +5.4%
153 RTX RTX CORPORATION Industrials 472.0 $87K 0.04% NEW $183.40 +4.0%
154 CF CF INDS HLDGS INC Basic Materials 1,106.0 $86K 0.04% NEW $77.37 +38.0%
155 AVGO BROADCOM INC Technology 246.0 $85K 0.04% NEW $346.11 +14.8%
156 CRWD CROWDSTRIKE HLDGS INC Technology 176.0 $83K 0.03% NEW $468.76 +45.7%
157 BSV VANGUARD BD INDEX FDS 1,044.0 $82K 0.03% NEW $78.82 -1.1%
158 SLV ISHARES SILVER TR Financial Services 1,253.0 $81K 0.03% NEW $64.42 -0.8%
159 ISHARES TR 1,746.0 $79K 0.03% NEW $45.44
160 SMCI SUPER MICRO COMPUTER INC Technology 2,700.0 $79K 0.03% NEW $29.27 -0.4%
Page 8 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%