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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 15 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MBB ISHARES TR 251.0 $24K 0.01% $95.11 -1.0%
282 AGG ISHARES TR 239.0 $24K 0.01% $99.34 -0.7%
283 TXN TEXAS INSTRS INC Technology 120.0 $23K 0.01% +63.0 +110.5% $194.14 +55.5%
284 BBY BEST BUY INC Consumer Cyclical 361.0 $23K 0.01% +3.0 +0.8% $64.20 +13.9%
285 SWMR SWARMER INC Technology 500.0 $23K 0.01% NEW $46.00 -11.3%
286 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 2,648.0 $23K 0.01% $8.66 +9.8%
287 ICOP ISHARES TR 480.0 $23K 0.01% $47.59 +14.7%
288 REGL PROSHARES TR 261.0 $23K 0.01% $86.41 +3.6%
289 NOC NORTHROP GRUMMAN CORP Industrials 33.0 $23K 0.01% +10.0 +43.5% $682.24 -19.4%
290 FXN FIRST TR EXCHANGE-TRADED FD 977.0 $22K 0.01% $22.45 -9.1%
291 UNH UNITEDHEALTH GROUP INC Healthcare 81.0 $22K 0.01% +7.0 +9.5% $270.53 +47.7%
292 CCJ CAMECO CORP Energy 200.0 $22K 0.01% $108.61 -2.7%
293 LOW LOWES COS INC Consumer Cyclical 91.0 $22K 0.01% +38.0 +71.7% $236.97 -8.3%
294 EOG EOG RES INC Energy 149.0 $22K 0.01% +35.0 +30.7% $144.57 -7.8%
295 EMR EMERSON ELEC CO Industrials 164.0 $21K 0.01% -4.0 -2.4% $130.93 +13.8%
296 CNP CENTERPOINT ENERGY INC Utilities 497.0 $21K 0.01% +46.0 +10.2% $43.15 -1.2%
297 Q QNITY ELECTRONICS INC Technology 185.0 $21K 0.01% -100.0 -35.1% $115.46 +35.7%
298 PCAR PACCAR INC Industrials 182.0 $21K 0.01% +32.0 +21.3% $115.50 +1.6%
299 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 547.0 $20K 0.01% +247.0 +82.3% $37.43 -3.4%
300 AZO AUTOZONE INC Consumer Cyclical 6.0 $20K 0.01% $3377.83 -9.4%
Page 15 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%