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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 20 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CANADIAN PACIFIC KANSAS CITY 142.0 $11K 0.00% $78.66
382 EFV ISHARES TR 150.0 $11K 0.00% $74.35 +3.3%
383 OMF ONEMAIN HLDGS INC Financial Services 206.0 $11K 0.00% +6.0 +3.0% $53.49 +7.7%
384 HNDL STRATEGY SHS 500.0 $11K 0.00% $21.84 +3.3%
385 MS MORGAN STANLEY Financial Services 66.0 $11K 0.00% NEW $164.58 +36.8%
386 O REALTY INCOME CORP Real Estate 177.0 $11K 0.00% $61.18 -1.0%
387 BIL SPDR SERIES TRUST 117.0 $11K 0.00% -85.0 -42.1% $91.64 -0.1%
388 ICLN ISHARES TR 579.0 $11K 0.00% $18.30 +11.9%
389 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 382.0 $11K 0.00% +5.0 +1.3% $27.51 -14.8%
390 VLO VALERO ENERGY CORP Energy 42.0 $10K 0.00% +21.0 +100.0% $247.60 -1.4%
391 ANET ARISTA NETWORKS INC Technology 84.0 $10K 0.00% +65.0 +342.1% $122.79 +34.3%
392 NNE NANO NUCLEAR ENERGY INC Industrials 500.0 $10K 0.00% $20.48 +23.6%
393 EVT EATON VANCE TAX ADVT DIV INC Financial Services 417.0 $10K 0.00% -36.0 -8.0% $24.55 +7.3%
394 INCM FRANKLIN TEMPLETON ETF TR 355.0 $10K 0.00% $28.75 +0.9%
395 CHKP CHECK POINT SOFTWARE TECH LT Technology 71.0 $10K 0.00% $142.85 -14.7%
396 WES WESTERN MIDSTREAM PARTNERS L Energy 246.0 $10K 0.00% NEW $41.17 +6.3%
397 HMC HONDA MOTOR CO LTD Consumer Cyclical 415.0 $10K 0.00% $24.31 +7.7%
398 DOW DOW HLDGS INC Basic Materials 239.0 $10K 0.00% +43.0 +21.9% $41.70 -22.1%
399 BK BANK NEW YORK MELLON CORP Financial Services 84.0 $10K 0.00% +48.0 +133.3% $118.63 +20.1%
400 VSS VANGUARD INTL EQUITY INDEX F 67.0 $10K 0.00% -9.0 -11.8% $145.60 +8.4%
Page 20 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%