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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 59 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 GEN GEN DIGITAL INC Technology 17.0 $320.0 NEW $18.82 +27.0%
1162 ACA ARCOSA INC Industrials 3.0 $318.0 NEW $106.00 +27.4%
1163 LIVN LIVANOVA PLC Healthcare 5.0 $318.0 NEW $63.60 +22.3%
1164 JXN JACKSON FINANCIAL INC Financial Services 3.0 $317.0 NEW $105.67 +1.4%
1165 CHARGEPOINT HOLDINGS INC 65.0 $316.0 $4.86
1166 TECH BIO-TECHNE CORP Healthcare 6.0 $314.0 NEW $52.33 +10.1%
1167 CNR CORE NATURAL RESOURCES INC Energy 3.0 $314.0 NEW $104.67 -19.9%
1168 ACAD ACADIA PHARMACEUTICALS INC Healthcare 14.0 $312.0 NEW $22.29 -4.7%
1169 ABCB AMERIS BANCORP Financial Services 4.0 $312.0 NEW $78.00 +11.3%
1170 XSLV INVESCO EXCH TRADED FD TR II 7.0 $311.0 -12.0 -63.2% $44.43 +14.0%
1171 VISN VISTANCE NETWORKS INC Technology 17.0 $309.0 NEW $18.18 -30.1%
1172 MGEE MGE ENERGY INC Utilities 4.0 $309.0 NEW $77.25 -2.6%
1173 WEX WEX INC Technology 2.0 $306.0 NEW $153.00 -16.8%
1174 FLUTTER ENTMT PLC 3.0 $306.0 NEW $102.00
1175 NVST ENVISTA HOLDINGS CORPORATION Healthcare 12.0 $304.0 NEW $25.33 +1.8%
1176 DAN DANA INC Consumer Cyclical 9.0 $303.0 NEW $33.67 -14.7%
1177 SIGI SELECTIVE INS GROUP INC Financial Services 4.0 $302.0 NEW $75.50 +22.0%
1178 PSMT PRICESMART INC Consumer Defensive 2.0 $301.0 NEW $150.50 +20.0%
1179 SHC SOTERA HEALTH CO Healthcare 21.0 $301.0 NEW $14.33 +9.4%
1180 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 4.0 $300.0 NEW $75.00 +36.8%
Page 59 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%