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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 14 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PM PHILIP MORRIS INTL INC Consumer Defensive 175.0 $29K 0.01% +104.0 +146.5% $165.70 +8.3%
262 IGIB ISHARES TR 544.0 $29K 0.01% -25.0 -4.4% $53.19 -0.5%
263 SCHW SCHWAB CHARLES CORP Financial Services 305.0 $29K 0.01% +105.0 +52.5% $93.98 +0.6%
264 SLB SLB LIMITED Energy 555.0 $29K 0.01% +155.0 +38.8% $51.39 -2.1%
265 B BARRICK MNG CORP Basic Materials 685.0 $28K 0.01% $40.79 +1.2%
266 RVTY REVVITY INC Healthcare 312.0 $27K 0.01% +5.0 +1.6% $87.58 +11.7%
267 DSTL ETF SER SOLUTIONS 465.0 $27K 0.01% -52.0 -10.1% $57.88 +1.3%
268 OTTR OTTER TAIL CORP Utilities 303.0 $27K 0.01% +3.0 +1.0% $87.76 -1.2%
269 ENTERGY CORP NEW 236.0 $27K 0.01% +30.0 +14.6% $112.36
270 SPYG SPDR SERIES TRUST 270.0 $26K 0.01% $98.01 +20.0%
271 LRCX LAM RESEARCH CORP Technology 122.0 $26K 0.01% NEW $213.66 +75.1%
272 VRT VERTIV HOLDINGS CO Industrials 101.0 $25K 0.01% +31.0 +44.3% $250.58 +19.6%
273 PCEF INVESCO EXCH TRADED FD TR II 1,333.0 $25K 0.01% $18.82 +6.7%
274 VRP INVESCO EXCH TRADED FD TR II 1,042.0 $25K 0.01% -29.0 -2.7% $23.98 +1.7%
275 FEDERATED HERMES INC 439.0 $25K 0.01% +4.0 +0.9% $56.71
276 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 1,805.0 $25K 0.01% $13.79 +4.6%
277 ITOT ISHARES TR 171.0 $24K 0.01% $142.74 +13.6%
278 VIOO VANGUARD ADMIRAL FDS INC 211.0 $24K 0.01% $114.95 +13.4%
279 UNILEVER PLC 420.0 $24K 0.01% $56.97
280 DAL DELTA AIR LINES INC Industrials 359.0 $24K 0.01% +55.0 +18.1% $66.54 +23.6%
Page 14 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%