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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 10 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EOG EOG RES INC Energy 114.0 $15K 0.00% -35.0 -23.5% $129.73 +17.3%
182 HPQ HP INC Technology 637.0 $14K 0.00% -5.0 -0.8% $21.94 +34.3%
183 CTVA CORTEVA INC Basic Materials 165.0 $14K 0.00% -53.0 -24.3% $84.62 -6.1%
184 AEP AMERICAN ELEC PWR CO INC Utilities 101.0 $14K 0.00% -30.0 -22.9% $136.62 -8.0%
185 HII HUNTINGTON INGALLS INDS INC Industrials 48.0 $13K 0.00% -3.0 -5.9% $279.90 +7.7%
186 XLV SELECT SECTOR SPDR TR 84.0 $13K 0.00% -6.0 -6.7% $159.15 +8.3%
187 PM PHILIP MORRIS INTL INC Consumer Defensive 72.0 $13K 0.00% -103.0 -58.9% $179.69 +6.6%
188 GILD GILEAD SCIENCES INC Healthcare 100.0 $13K 0.00% -691.0 -87.4% $126.34 +13.5%
189 BAC BANK OF AMER CORP Financial Services 220.0 $13K 0.00% -438.0 -66.6% $57.10 +8.3%
190 OMF ONEMAIN HLDGS INC Financial Services 200.0 $12K 0.00% -6.0 -2.9% $60.97 +1.2%
191 PANW PALO ALTO NETWORKS INC Technology 35.0 $12K 0.00% -239.0 -87.2% $341.03 +2.5%
192 LOW LOWES COS INC Consumer Cyclical 54.0 $12K 0.00% -37.0 -40.7% $218.61 -0.6%
193 NOC NORTHROP GRUMMAN CORP Industrials 23.0 $12K 0.00% -10.0 -30.3% $509.30 +10.7%
194 PSK SPDR SERIES TRUST 379.0 $12K 0.00% -66.0 -14.8% $30.49 -2.5%
195 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 181.0 $12K 0.00% -30.0 -14.2% $63.84 +16.0%
196 VEU VANGUARD INTL EQUITY INDEX F 138.0 $12K 0.00% -345.0 -71.4% $83.52 +1.8%
197 CRM SALESFORCE INC Technology 73.0 $11K 0.00% -6.0 -7.6% $156.70 +31.1%
198 EXC EXELON CORP Utilities 244.0 $11K 0.00% -74.0 -23.3% $46.62 -3.3%
199 HOOD ROBINHOOD MKTS INC Financial Services 110.0 $11K 0.00% -19.0 -14.7% $100.28 -5.2%
200 CLX CLOROX CO DEL Consumer Defensive 114.0 $11K 0.00% -8.0 -6.6% $95.44 +11.1%
Page 10 of 15  ·  286 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 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%