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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 29 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VTRS VIATRIS INC Healthcare 261.0 $4K 0.00% +78.0 +42.6% $13.48 +14.0%
562 LITE LUMENTUM HLDGS INC Technology 5.0 $4K 0.00% NEW $702.80 +20.9%
563 MUB ISHARES TR 33.0 $4K 0.00% $106.15 +1.1%
564 NVO NOVO-NORDISK A S Healthcare 95.0 $3K 0.00% +27.0 +39.7% $36.75 +17.5%
565 BDX BECTON DICKINSON & CO Healthcare 22.0 $3K 0.00% NEW $157.23 -8.4%
566 FUTY FIDELITY COVINGTON TRUST 58.0 $3K 0.00% $59.07 -2.7%
567 NDAQ NASDAQ INC Financial Services 40.0 $3K 0.00% NEW $84.90 -3.1%
568 KEYS KEYSIGHT TECHNOLOGIES INC Technology 12.0 $3K 0.00% NEW $282.33 +28.8%
569 IDXX IDEXX LABS INC Healthcare 6.0 $3K 0.00% NEW $561.83 +0.0%
570 MDYV SPDR SERIES TRUST 39.0 $3K 0.00% $85.15 +9.8%
571 RSPG INVESCO EXCHANGE TRADED FD T 30.0 $3K 0.00% $109.47 -11.2%
572 GWW WW GRAINGER INC Industrials 3.0 $3K 0.00% NEW $1090.67 +25.2%
573 TER TERADYNE INC Technology 11.0 $3K 0.00% NEW $296.45 +47.7%
574 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 47.0 $3K 0.00% $69.36 +16.4%
575 MET METLIFE INC Financial Services 46.0 $3K 0.00% NEW $70.72 +21.0%
576 SMR NUSCALE PWR CORP Utilities 300.0 $3K 0.00% -98.0 -24.6% $10.84 +8.1%
577 HIG HARTFORD INSURANCE GROUP INC Financial Services 24.0 $3K 0.00% +22.0 +1100.0% $135.46 -5.3%
578 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 75.0 $3K 0.00% +12.0 +19.1% $43.32 -9.0%
579 GRMN GARMIN LTD Technology 14.0 $3K 0.00% NEW $232.00 +0.9%
580 MSCI MSCI INC Financial Services 6.0 $3K 0.00% NEW $539.00 +7.8%
Page 29 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%