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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 22 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PEY INVESCO EXCHANGE TRADED FD T 369.0 $8K 0.00% $21.42 +6.3%
422 ACHR ARCHER AVIATION INC Industrials 1,525.0 $8K 0.00% +1K +190.5% $5.17 +3.7%
423 SNOW SNOWFLAKE INC Technology 52.0 $8K 0.00% +22.0 +73.3% $150.83 +55.5%
424 EBAY EBAY INC. Consumer Cyclical 86.0 $8K 0.00% +31.0 +56.4% $91.02 +18.5%
425 APG API GROUP CORP Industrials 190.0 $8K 0.00% -220.0 -53.7% $40.52 +3.2%
426 EFAV ISHARES TR 84.0 $8K 0.00% $91.29 -4.0%
427 BCE BCE INC Communication Services 300.0 $8K 0.00% $25.24 -7.8%
428 SYK STRYKER CORPORATION Healthcare 23.0 $8K 0.00% NEW $328.61 -8.4%
429 AIG AMERICAN INTL GROUP INC Financial Services 100.0 $7K 0.00% +29.0 +40.9% $74.99 -0.3%
430 F FORD MTR CO Consumer Cyclical 646.0 $7K 0.00% +284.0 +78.5% $11.54 +21.0%
431 CPB THE CAMPBELLS COMPANY Consumer Defensive 328.0 $7K 0.00% +8.0 +2.5% $22.27 -5.2%
432 CMCSA COMCAST CORP NEW Communication Services 253.0 $7K 0.00% NEW $28.71 -21.0%
433 SPGI S&P GLOBAL INC Financial Services 17.0 $7K 0.00% NEW $425.35 -1.7%
434 ONDS ONDAS INC Technology 796.0 $7K 0.00% NEW $9.04 +0.9%
435 PH PARKER-HANNIFIN CORP Industrials 8.0 $7K 0.00% NEW $895.25 +5.7%
436 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 57.0 $7K 0.00% NEW $125.46 -14.4%
437 FANG DIAMONDBACK ENERGY INC Energy 36.0 $7K 0.00% +22.0 +157.1% $198.25 -6.4%
438 BP BP PLC Energy 150.0 $7K 0.00% $47.00 -14.6%
439 PIPR PIPER SANDLER COMPANIES Financial Services 92.0 $7K 0.00% NEW $76.61 +5.5%
440 SAP SAP SE Technology 41.0 $7K 0.00% $171.22 -7.3%
Page 22 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%