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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
Q2 2026 Q1 2026 · All 962 New 300 Added 91 Reduced
Page 35 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ALB ALBEMARLE CORP Basic Materials 10.0 $2K 0.00% NEW $179.50 -25.2%
682 MOO VANECK ETF TRUST 21.0 $2K 0.00% $85.19 -0.6%
683 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 3.0 $2K 0.00% NEW $593.00 -12.9%
684 LVS LAS VEGAS SANDS CORP Consumer Cyclical 33.0 $2K 0.00% NEW $53.88 -12.7%
685 AWK AMERICAN WTR WKS CO INC NEW Utilities 13.0 $2K 0.00% NEW $136.08 +0.8%
686 VEEV VEEVA SYS INC Healthcare 10.0 $2K 0.00% NEW $175.70 +39.8%
687 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 6.0 $2K 0.00% NEW $290.67 +19.1%
688 VIOV VANGUARD ADMIRAL FDS INC 17.0 $2K 0.00% $102.53 +15.1%
689 CFG CITIZENS FINL GROUP INC Financial Services 29.0 $2K 0.00% NEW $59.97 +16.5%
690 ON ON SEMICONDUCTOR CORP Technology 28.0 $2K 0.00% NEW $61.93 +16.1%
691 KEY KEYCORP Financial Services 86.0 $2K 0.00% NEW $20.05 +8.8%
692 AXON AXON ENTERPRISE INC Industrials 4.0 $2K 0.00% NEW $424.75 +44.5%
693 DXCM DEXCOM INC Healthcare 27.0 $2K 0.00% NEW $62.81 +43.8%
694 OTIS OTIS WORLDWIDE CORP Industrials 22.0 $2K 0.00% NEW $77.09 -6.7%
695 FITB FIFTH THIRD BANCORP Financial Services 36.0 $2K 0.00% NEW $46.47 +18.0%
696 FE FIRSTENERGY CORP Utilities 33.0 $2K 0.00% NEW $50.67 -7.9%
697 FLEX FLEXTRONICS INTL LTD Technology 25.0 $2K 0.00% NEW $65.48 +65.0%
698 ROIV ROIVANT SCIENCES LTD Healthcare 59.0 $2K 0.00% NEW $27.69 +31.9%
699 AG FIRST MAJESTIC SILVER CORP Basic Materials 76.0 $2K 0.00% NEW $21.47 -1.8%
700 SYF SYNCHRONY FINANCIAL Financial Services 24.0 $2K 0.00% NEW $68.00 +17.9%
Page 35 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 22.6%
Financial Services 16.1%
Industrials 13.6%
Healthcare 13.4%
Consumer Defensive 7.8%
Consumer Cyclical 7.1%
Utilities 6.4%
Energy 6.0%
Communication Services 3.7%
Basic Materials 2.8%