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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 13 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KRE SPDR SERIES TRUST 546.0 $36K 0.01% +3.0 +0.6% $65.14 +9.2%
242 CVS CVS HEALTH CORP Healthcare 494.0 $35K 0.01% +94.0 +23.5% $71.82 +38.1%
243 WULF TERAWULF INC Financial Services 2,417.0 $35K 0.01% -178.0 -6.9% $14.43 +94.1%
244 DFLV DIMENSIONAL ETF TRUST 974.0 $35K 0.01% +359.0 +58.4% $35.71 +10.5%
245 ENB ENBRIDGE INC Energy 636.0 $34K 0.01% $54.14 +0.6%
246 MLPX GLOBAL X FDS 465.0 $34K 0.01% -15.0 -3.1% $73.96 -2.8%
247 CCI CROWN CASTLE INC Real Estate 420.0 $34K 0.01% $81.25 +5.6%
248 PEP PEPSICO INC Consumer Defensive 217.0 $34K 0.01% +108.0 +99.1% $155.51 -9.0%
249 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 287.0 $34K 0.01% +4.0 +1.4% $117.06 +1.5%
250 CMI CUMMINS INC Industrials 62.0 $33K 0.01% +10.0 +19.2% $538.02 +33.4%
251 QBTS D-WAVE QUANTUM INC Technology 2,301.0 $33K 0.01% $14.43 +58.8%
252 IXJ ISHARES TR 348.0 $33K 0.01% $93.54 +0.1%
253 BAC BANK AMERICA CORP Financial Services 658.0 $32K 0.01% +438.0 +199.1% $48.78 +15.9%
254 SCHB SCHWAB STRATEGIC TR 1,265.0 $32K 0.01% +7.0 +0.6% $25.09 +14.2%
255 ISRG INTUITIVE SURGICAL INC Healthcare 68.0 $31K 0.01% +25.0 +58.1% $460.99 -12.8%
256 OXY OCCIDENTAL PETE CORP Energy 471.0 $31K 0.01% +395.0 +519.7% $65.00 -18.4%
257 FCX FREEPORT MCMORAN INC Basic Materials 511.0 $30K 0.01% +101.0 +24.6% $58.81 +17.4%
258 GDV GABELLI DIVID & INCOME TR Financial Services 1,109.0 $30K 0.01% $26.93 +7.2%
259 DIS DISNEY WALT CO Communication Services 310.0 $30K 0.01% +85.0 +37.8% $96.24 +4.8%
260 CL COLGATE PALMOLIVE CO Consumer Defensive 346.0 $29K 0.01% +46.0 +15.3% $85.23 +6.3%
Page 13 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%