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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 8 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MCD MCDONALDS CORP Consumer Cyclical 115.0 $31K 0.01% -56.0 -32.8% $270.74 -0.6%
142 MCK MCKESSON CORP Healthcare 41.0 $31K 0.01% -9.0 -18.0% $758.83 +10.5%
143 DVY ISHARES TR 191.0 $30K 0.01% -54.0 -22.0% $156.30 +5.2%
144 MU MICRON TECHNOLOGY INC Technology 25.0 $29K 0.01% -313.0 -92.6% $1169.32 -16.7%
145 CAH CARDINAL HEALTH INC Healthcare 122.0 $29K 0.01% -91.0 -42.7% $237.56 -3.8%
146 BMY BRISTOL-MYERS SQUIBB CO Healthcare 500.0 $29K 0.01% -251.0 -33.4% $57.62 +13.6%
147 GIS GENERAL MILLS INC Consumer Defensive 822.0 $29K 0.01% -162.0 -16.5% $34.79 +13.9%
148 DAL DELTA AIR LINES INC Industrials 302.0 $28K 0.01% -57.0 -15.9% $93.54 -13.3%
149 CL COLGATE PALMOLIVE CO Consumer Defensive 300.0 $28K 0.01% -46.0 -13.3% $91.68 -2.2%
150 BBY BEST BUY INC Consumer Cyclical 358.0 $27K 0.01% -3.0 -0.8% $75.88 +13.0%
151 VTC VANGUARD SCOTTSDALE FDS 354.0 $27K 0.01% -773.0 -68.6% $76.70 -2.0%
152 IGIB ISHARES TR 506.0 $27K 0.01% -38.0 -7.0% $53.18 -1.9%
153 FCX FREEPORT MCMORAN INC Basic Materials 410.0 $26K 0.01% -101.0 -19.8% $63.00 +13.1%
154 SCHO SCHWAB STRATEGIC TR 1,025.0 $25K 0.01% -10K -90.3% $24.15 -0.2%
155 B BARRICK MNG CORP Basic Materials 660.0 $24K 0.01% -25.0 -3.6% $36.73 +26.0%
156 FEDERATED HERMES INC 435.0 $24K 0.01% -4.0 -0.9% $55.22
157 ENTERGY CORP NEW 206.0 $24K 0.01% -30.0 -12.7% $114.86
158 DIS DISNEY WALT CO Communication Services 226.0 $22K 0.01% -84.0 -27.1% $96.06 +11.8%
159 SLB SLB LIMITED Energy 458.0 $21K 0.01% -97.0 -17.5% $46.49 +15.2%
160 FNDF SCHWAB STRATEGIC TR 396.0 $21K 0.01% -8K -95.2% $52.70 +5.1%
Page 8 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%