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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $255M AUM 1,563 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 962 New 300 Added 91 Reduced 22 Exited
Page 10 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IYT ISHARES TR 869.0 $65K 0.03% $74.59 +15.4%
182 SOUN SOUNDHOUND AI INC Technology 9,200.0 $63K 0.03% +4K +92.0% $6.87 +2.3%
183 VOOV VANGUARD ADMIRAL FDS INC 307.0 $63K 0.03% +2.0 +0.7% $203.64 +9.0%
184 NEBIUS GROUP N.V. 600.0 $62K 0.02% +100.0 +20.0% $103.76
185 SMCI SUPER MICRO COMPUTER INC Technology 2,726.0 $62K 0.02% +26.0 +1.0% $22.77 +28.3%
186 APLD APPLIED DIGITAL CORP Technology 2,563.0 $61K 0.02% +583.0 +29.4% $23.74 +94.9%
187 HAL HALLIBURTON CO Energy 1,514.0 $59K 0.02% +58.0 +4.0% $38.98 -4.6%
188 CENCORA INC 183.0 $58K 0.02% +13.0 +7.7% $314.63
189 SCHM SCHWAB STRATEGIC TR 1,855.0 $57K 0.02% $30.95 +16.4%
190 BIIB BIOGEN INC Healthcare 310.0 $57K 0.02% +10.0 +3.3% $183.33 +6.7%
191 EBND SPDR SERIES TRUST 2,743.0 $57K 0.02% +24.0 +0.9% $20.64 +2.5%
192 DIA STATE STR SPDR DOW JONES IND Financial Services 122.0 $56K 0.02% +1.0 +0.8% $461.66 +13.0%
193 HDV ISHARES TR 414.0 $56K 0.02% +3.0 +0.7% $135.71 -79.8%
194 NVS NOVARTIS AG Healthcare 365.0 $56K 0.02% $152.75 -1.2%
195 MPC MARATHON PETE CORP Energy 224.0 $55K 0.02% +56.0 +33.3% $243.88 +2.7%
196 VTES VANGUARD WELLINGTON FD 540.0 $55K 0.02% +3.0 +0.6% $101.05 +0.1%
197 VYMI VANGUARD WHITEHALL FDS 572.0 $54K 0.02% +4.0 +0.7% $94.23 +7.7%
198 KMI KINDER MORGAN INC DEL Energy 1,592.0 $53K 0.02% +164.0 +11.5% $33.52 -6.2%
199 MCD MCDONALDS CORP Consumer Cyclical 171.0 $53K 0.02% +40.0 +30.5% $310.43 -7.2%
200 RWR SPDR SERIES TRUST 522.0 $53K 0.02% -108.0 -17.1% $101.02 +12.0%
Page 10 of 79  ·  1,563 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 22.3%
Financial Services 16.2%
Industrials 13.4%
Healthcare 13.2%
Consumer Defensive 7.7%
Consumer Cyclical 7.0%
Energy 6.4%
Utilities 6.3%
Communication Services 4.3%
Basic Materials 2.7%