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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 12 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HWKN HAWKINS INC Basic Materials 278.0 $43K 0.02% $153.60 +4.4%
222 MDLZ MONDELEZ INTL INC Consumer Defensive 723.0 $42K 0.02% +73.0 +11.2% $57.64 +7.8%
223 IUSG ISHARES TR 264.0 $41K 0.02% $155.29 +20.8%
224 DYNF BLACKROCK ETF TRUST 704.0 $41K 0.02% NEW $58.18 +16.2%
225 VWO VANGUARD INTL EQUITY INDEX F 757.0 $41K 0.02% $54.02 +11.4%
226 GD GENERAL DYNAMICS CORP Industrials 118.0 $40K 0.02% +13.0 +12.4% $343.22 +6.1%
227 CASY CASEYS GEN STORES INC Consumer Cyclical 55.0 $40K 0.02% +3.0 +5.8% $727.85 +18.9%
228 RVT ROYCE SMALL CAP TRUST INC Financial Services 2,376.0 $39K 0.01% -53.0 -2.2% $16.60 +8.0%
229 FCG FIRST TR EXCHANGE-TRADED FD 1,244.0 $39K 0.01% $31.70 -13.3%
230 PAVE GLOBAL X FDS 776.0 $39K 0.01% +6.0 +0.8% $50.78 +15.2%
231 SCHI SCHWAB STRATEGIC TR 1,729.0 $39K 0.01% -182.0 -9.5% $22.68 -0.3%
232 XLF SELECT SECTOR SPDR TR 771.0 $38K 0.01% +14.0 +1.9% $49.37 +10.1%
233 EATON VANCE TAX-MANAGED BUY- 2,784.0 $38K 0.01% $13.67
234 DUK DUKE ENERGY CORP NEW Utilities 288.0 $38K 0.01% +38.0 +15.2% $130.94 -3.7%
235 XLE SELECT SECTOR SPDR TR 613.0 $38K 0.01% +4.0 +0.7% $61.24 -9.6%
236 DVY ISHARES TR 245.0 $37K 0.01% -5.0 -2.0% $151.67 +3.1%
237 OKE ONEOK INC NEW Energy 408.0 $37K 0.01% +41.0 +11.2% $90.39 -4.5%
238 GIS GENERAL MILLS INC Consumer Defensive 984.0 $37K 0.01% +244.0 +33.0% $37.22 -7.6%
239 VEU VANGUARD INTL EQUITY INDEX F 483.0 $36K 0.01% -356.0 -42.4% $75.04 +12.9%
240 CQP CHENIERE ENERGY PARTNERS L P Energy 555.0 $36K 0.01% +3.0 +0.5% $64.60 -9.0%
Page 12 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%