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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 50 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 UDOW PROSHARES TR 11.0 $552.0 NEW $50.18 +34.6%
982 SEIC SEI INVTS CO Financial Services 7.0 $549.0 NEW $78.43 +14.0%
983 CACI CACI INTL INC Technology 1.0 $544.0 NEW $544.00 -14.3%
984 QRVO QORVO INC Technology 7.0 $542.0 NEW $77.43 +27.1%
985 POWL POWELL INDS INC Industrials 1.0 $541.0 NEW $541.00 -45.1%
986 CGNX COGNEX CORP Technology 11.0 $539.0 NEW $49.00 +34.9%
987 MEC MAYVILLE ENGR CO INC Industrials 30.0 $539.0 $17.97 +98.6%
988 ARKF ARK ETF TR 14.0 $532.0 $38.00 +5.3%
989 PSTG EVERPURE INC Technology 9.0 $531.0 NEW $59.00 +26.6%
990 FCN FTI CONSULTING INC Industrials 3.0 $530.0 NEW $176.67 -17.6%
991 MIDD MIDDLEBY CORP Industrials 4.0 $530.0 NEW $132.50 +30.0%
992 GAMESTOP CORP 23.0 $530.0 NEW $23.04
993 HOLOGIC INC 7.0 $529.0 NEW $75.57
994 GPC GENUINE PARTS CO Consumer Cyclical 5.0 $529.0 NEW $105.80 +2.7%
995 AOS SMITH A O CORP Industrials 8.0 $528.0 NEW $66.00 -11.8%
996 ARMK ARAMARK Industrials 13.0 $527.0 NEW $40.54 +31.6%
997 ALV AUTOLIV INC Consumer Cyclical 5.0 $526.0 NEW $105.20 +12.4%
998 CE CELANESE CORP DEL Basic Materials 8.0 $526.0 NEW $65.75 -22.2%
999 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 28.0 $524.0 NEW $18.71 +9.2%
1000 THG HANOVER INS GROUP INC Financial Services 3.0 $520.0 NEW $173.33 +14.2%
Page 50 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%