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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 25 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 EFX EQUIFAX INC Industrials 30.0 $5K 0.00% +5.0 +20.0% $182.83 -15.0%
482 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 18.0 $5K 0.00% NEW $304.06 +16.0%
483 PPA INVESCO EXCHANGE TRADED FD T 33.0 $5K 0.00% $165.70 +5.7%
484 HBAN HUNTINGTON BANCSHARES INC Financial Services 346.0 $5K 0.00% +66.0 +23.6% $15.65 +7.8%
485 WDC WESTERN DIGITAL CORP Technology 20.0 $5K 0.00% NEW $270.50 +175.5%
486 FTC FIRST TR EXCHANGE-TRADED ALP 35.0 $5K 0.00% $154.14 +24.6%
487 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 19.0 $5K 0.00% -18.0 -48.6% $283.58 -1.3%
488 EXPAND ENERGY CORPORATION 49.0 $5K 0.00% NEW $109.78
489 BROS DUTCH BROS INC Consumer Cyclical 106.0 $5K 0.00% +6.0 +6.0% $50.66 +40.9%
490 FSMB FIRST TR EXCH TRADED FD III 269.0 $5K 0.00% $19.96 +0.4%
491 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 201.0 $5K 0.00% -36.0 -15.2% $26.67 +12.8%
492 CRH PLC 51.0 $5K 0.00% NEW $105.12
493 FCPT FOUR CORNERS PPTY TR INC Real Estate 224.0 $5K 0.00% $23.65 +3.6%
494 DNN DENISON MINES CORP Energy 1,500.0 $5K 0.00% +457.0 +43.8% $3.53 -6.2%
495 CLFD CLEARFIELD INC Technology 200.0 $5K 0.00% $26.47 +50.8%
496 VEA VANGUARD TAX-MANAGED FDS 82.0 $5K 0.00% $63.90 +13.3%
497 MCO MOODYS CORP Financial Services 12.0 $5K 0.00% NEW $436.25 +3.6%
498 SILA SILA REALTY TRUST INC Real Estate 221.0 $5K 0.00% +4.0 +1.8% $23.67 +28.0%
499 MSI MOTOROLA SOLUTIONS INC Technology 12.0 $5K 0.00% NEW $434.00 -8.6%
500 ITW ILLINOIS TOOL WKS INC Industrials 20.0 $5K 0.00% NEW $260.30 +2.3%
Page 25 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%