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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $427M AUM 1,786 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1001 New 94 Added 286 Reduced 1019 Exited
Page 49 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 GAB GABELLI EQUITY TR INC Financial Services 3,028.0 $17K 0.00% +79.0 +2.7% $5.66 -0.2%
962 ISRG INTUITIVE SURGICAL INC Healthcare 43.0 $17K 0.00% -25.0 -36.8% $397.67 -4.7%
963 REYNOLDS AMERICA 7.25 37 DUE 06/15/37 15,000.0 $17K 0.00% NEW $1.13
964 USFR WISDOMTREE TR 338.0 $17K 0.00% +3.0 +0.9% $50.30 +0.4%
965 TXN TEXAS INSTRS INC Technology 57.0 $17K 0.00% -63.0 -52.5% $298.07 -11.3%
966 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 1,520.0 $17K 0.00% -200.0 -11.6% $11.15 -8.3%
967 HYDR GLOBAL X FDS 319.0 $17K 0.00% $53.05 -19.4%
968 CHSCL CHS INC. 7.5 7.5 PFDPFD SER 4 670.0 $17K 0.00% NEW $25.24
969 CBT CABOT CORP Basic Materials 185.0 $17K 0.00% -4.0 -2.1% $90.82 -6.2%
970 VOYA LARGE CAP VALUE I 1,106.0 $17K 0.00% NEW $15.19
971 SCHWAB DIVIDEND EQUITY 877.0 $17K 0.00% NEW $19.14
972 MMT ABERDEEN MULTI-MARKET INCOME Financial Services 3,768.0 $17K 0.00% NEW $4.40 +0.9%
973 ONDS ONDAS INC Technology 2,000.0 $16K 0.00% +1K +151.3% $8.24 +5.7%
974 CSX CORP 6.22 40 DUE 04/30/40 15,000.0 $16K 0.00% NEW $1.08
975 FNDA SCHWAB STRATEGIC TR 425.0 $16K 0.00% -5K -91.4% $38.03 -0.8%
976 FIDELITY SELECT FINANCIALS PORT 985.0 $16K 0.00% NEW $16.26
977 CALAMOS GROWTH I 190.0 $16K 0.00% NEW $84.08
978 PKG PACKAGING CORP AMER Consumer Cyclical 67.0 $16K 0.00% -6.0 -8.2% $238.28 +6.1%
979 PLTR PALANTIR TECHNOLOGIES INC Technology 135.0 $16K 0.00% -974.0 -87.8% $116.67 +54.2%
980 ELLIS CNTY KANS UNI 5 47GO UTX DUE 09/01/47 15,000.0 $16K 0.00% NEW $1.04
Page 49 of 78  ·  1,545 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 22.5%
Financial Services 16.9%
Industrials 15.5%
Healthcare 15.0%
Consumer Defensive 8.0%
Utilities 6.7%
Consumer Cyclical 5.8%
Communication Services 3.3%
Energy 3.2%
Basic Materials 2.6%