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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 19 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 XLV SELECT SECTOR SPDR TR 90.0 $13K 0.01% -75.0 -45.5% $146.46 +2.9%
362 IDLV INVESCO EXCH TRADED FD TR II 380.0 $13K 0.01% $34.45 +1.0%
363 APH AMPHENOL CORP Technology 103.0 $13K 0.01% NEW $126.35 +27.5%
364 CLX CLOROX CO DEL Consumer Defensive 122.0 $13K 0.01% +52.0 +74.3% $103.63 -8.4%
365 NOW SERVICENOW INC Technology 120.0 $13K 0.01% +5.0 +4.3% $104.55 -8.7%
366 SOLV SOLVENTUM CORP Healthcare 192.0 $13K 0.01% $65.30 +14.2%
367 SCUS SCHWAB STRATEGIC TR 497.0 $13K 0.01% $25.20 -0.2%
368 DGRW WISDOMTREE TR 142.0 $13K 0.01% $88.04 +8.3%
369 TJX TJX COS INC NEW Consumer Cyclical 78.0 $12K 0.01% NEW $159.71 +2.8%
370 STZ CONSTELLATION BRANDS INC Consumer Defensive 83.0 $12K 0.01% +12.0 +16.9% $150.00 -7.4%
371 HPQ HP INC Technology 642.0 $12K 0.01% +5.0 +0.8% $19.21 +20.7%
372 LIBERTY GLOBAL LTD 1,043.0 $12K 0.01% +8.0 +0.8% $11.73
373 DFIV DIMENSIONAL ETF TRUST 232.0 $12K 0.01% +188.0 +427.3% $52.68 +5.2%
374 EEMV ISHARES INC 188.0 $12K 0.01% $64.79 +15.9%
375 TT TRANE TECHNOLOGIES PLC Industrials 29.0 $12K 0.01% +17.0 +141.7% $416.72 +13.4%
376 CIFR CIPHER DIGITAL INC Financial Services 918.0 $12K 0.01% -119.0 -11.5% $12.87 +104.7%
377 OVV OVINTIV INC Energy 198.0 $12K 0.01% +18.0 +10.0% $59.36 -9.7%
378 OMC OMNICOM GROUP INC Communication Services 155.0 $12K 0.01% +21.0 +15.7% $75.31 +1.3%
379 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 160.0 $12K 0.01% +33.0 +26.0% $72.69 +5.2%
380 HYDR GLOBAL X FDS 319.0 $12K 0.01% +9.0 +2.9% $36.23 +54.0%
Page 19 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%