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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 23 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VOD VODAFONE GROUP PLC Communication Services 465.0 $7K 0.00% $15.02 -4.5%
442 HWM HOWMET AEROSPACE INC Industrials 30.0 $7K 0.00% +28.0 +1400.0% $230.47 +20.8%
443 SPDW SPDR INDEX SHS FDS 151.0 $7K 0.00% +8.0 +5.6% $45.58 +13.8%
444 AZN ASTRAZENECA PLC Healthcare 34.0 $7K 0.00% NEW $200.74 -13.0%
445 CME CME GROUP INC Financial Services 23.0 $7K 0.00% NEW $295.35 -15.1%
446 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 200.0 $7K 0.00% $33.85 +25.9%
447 STM STMICROELECTRONICS N V Technology 195.0 $7K 0.00% $34.55 +125.2%
448 TIP ISHARES TR 60.0 $7K 0.00% -44.0 -42.3% $110.37 -0.9%
449 EATON VANCE TAX-MANAGED GLOB 747.0 $7K 0.00% -2K -72.8% $8.78
450 FONR FONAR CORP Healthcare 353.0 $7K 0.00% $18.56 +2.9%
451 PNC PNC FINL SVCS GROUP INC Financial Services 31.0 $7K 0.00% +27.0 +675.0% $210.74 +10.4%
452 AEM AGNICO EAGLE MINES LTD Basic Materials 32.0 $6K 0.00% -18.0 -36.0% $202.97 -17.3%
453 TPC TUTOR PERINI CORP Industrials 84.0 $6K 0.00% +6.0 +7.7% $77.31 +0.9%
454 PII POLARIS INC Consumer Cyclical 117.0 $6K 0.00% +1.0 +0.9% $54.50 +30.6%
455 HPE HEWLETT PACKARD ENTERPRISE C Technology 263.0 $6K 0.00% +63.0 +31.5% $23.81 +97.9%
456 MSTR STRATEGY INC Technology 50.0 $6K 0.00% $124.80 -10.4%
457 USMV ISHARES TR 67.0 $6K 0.00% $92.67 +1.8%
458 REGN REGENERON PHARMACEUTICALS Healthcare 8.0 $6K 0.00% NEW $772.62 -22.3%
459 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 2,000.0 $6K 0.00% -1K -37.0% $3.07 -14.5%
460 UNL UNITED STS 12 MONTH NAT GAS Financial Services 889.0 $6K 0.00% $6.90 -5.7%
Page 23 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%