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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 4 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ITA ISHARES TR 1,832.0 $401K 0.16% -1K -39.9% $218.73 +6.9%
62 ORCL ORACLE CORP Technology 2,508.0 $369K 0.14% +92.0 +3.8% $147.13 +25.1%
63 GLD SPDR GOLD TR Financial Services 850.0 $366K 0.14% +36.0 +4.4% $430.29 -10.2%
64 BA BOEING CO Industrials 1,802.0 $359K 0.14% +67.0 +3.9% $198.99 +10.1%
65 EFA ISHARES TR 3,572.0 $347K 0.14% $97.14 +8.1%
66 EEM ISHARES TR 6,102.0 $347K 0.14% -549.0 -8.2% $56.79 +19.5%
67 IJR ISHARES TR 2,724.0 $339K 0.13% -42.0 -1.5% $124.30 +15.6%
68 VUG VANGUARD INDEX FDS 765.0 $334K 0.13% +23.0 +3.1% $436.85 -80.5%
69 COP CONOCOPHILLIPS Energy 2,482.0 $328K 0.13% +31.0 +1.3% $131.99 -11.4%
70 FAST FASTENAL CO Industrials 7,054.0 $327K 0.13% +397.0 +6.0% $46.40 +0.4%
71 USB US BANCORP Financial Services 6,281.0 $327K 0.13% +162.0 +2.6% $52.01 +10.8%
72 GEV GE VERNOVA INC Utilities 373.0 $326K 0.13% +78.0 +26.4% $873.49 +7.7%
73 IVV ISHARES TR 493.0 $322K 0.13% +11.0 +2.3% $653.37 +14.0%
74 DFSD DIMENSIONAL ETF TRUST 6,638.0 $318K 0.12% +528.0 +8.6% $47.88 +0.0%
75 TRV TRAVELERS COMPANIES INC Financial Services 1,045.0 $305K 0.12% +22.0 +2.1% $291.69 +4.4%
76 MDT MEDTRONIC PLC Healthcare 3,483.0 $302K 0.12% +72.0 +2.1% $86.65 -7.4%
77 QQQ INVESCO QQQ TR Financial Services 521.0 $301K 0.12% $577.16 +25.0%
78 SCHE SCHWAB STRATEGIC TR 9,104.0 $300K 0.12% -64.0 -0.7% $32.95 +9.8%
79 SO SOUTHERN CO Utilities 3,096.0 $299K 0.12% +55.0 +1.8% $96.51 -2.6%
80 JPM JPMORGAN CHASE & CO Financial Services 997.0 $293K 0.12% +189.0 +23.4% $294.14 +9.0%
Page 4 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%