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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 4 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC Healthcare 1,359.0 $175K 0.04% -140.0 -9.3% $128.53 +16.1%
62 BA BOEING CO Industrials 806.0 $175K 0.04% -996.0 -55.3% $216.50 -0.6%
63 ABBV ABBVIE INC Healthcare 692.0 $174K 0.04% -124.0 -15.2% $251.64 +4.0%
64 LMT LOCKHEED MARTIN CORP Industrials 318.0 $162K 0.04% -158.0 -33.2% $508.82 +12.3%
65 GOOG ALPHABET INC Communication Services 444.0 $157K 0.04% -324.0 -42.2% $353.20 -4.2%
66 CORP PIMCO ETF TR 1,531.0 $148K 0.04% -151.0 -9.0% $96.89 -1.9%
67 DFAX DIMENSIONAL ETF TRUST 3,948.0 $145K 0.03% -3K -42.0% $36.84 +2.7%
68 GE GE AEROSPACE Industrials 381.0 $143K 0.03% -85.0 -18.2% $374.02 -7.9%
69 XOM EXXON MOBIL CORP Energy 959.0 $131K 0.03% -3K -74.2% $136.76 +21.6%
70 GLW CORNING INC Technology 506.0 $129K 0.03% -48.0 -8.7% $255.65 -40.7%
71 HD HOME DEPOT INC Consumer Cyclical 358.0 $126K 0.03% -28.0 -7.2% $352.68 -5.2%
72 MO ALTRIA GROUP INC Consumer Defensive 1,734.0 $125K 0.03% -112.0 -6.1% $71.95 -7.0%
73 AMGN AMGEN INC Healthcare 321.0 $116K 0.03% -30.0 -8.6% $361.72 +19.9%
74 MRVL MARVELL TECHNOLOGY INC Technology 378.0 $113K 0.03% -58.0 -13.3% $297.82 -15.7%
75 C CITIGROUP INC Financial Services 800.0 $112K 0.03% -1K -57.9% $139.96 -7.4%
76 WY WEYERHAEUSER CO Real Estate 4,565.0 $109K 0.03% -416.0 -8.3% $23.94 +2.8%
77 VBK VANGUARD INDEX FDS 289.0 $106K 0.03% -30.0 -9.4% $365.86 -2.6%
78 ABT ABBOTT LABORATORIES Healthcare 1,082.0 $98K 0.02% -374.0 -25.7% $90.72 +25.9%
79 NSC NORFOLK SOUTHN CORP Industrials 300.0 $94K 0.02% -13.0 -4.2% $314.59 +10.2%
80 AVGO BROADCOM INC Technology 246.0 $93K 0.02% -256.0 -51.0% $377.76 -3.6%
Page 4 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%