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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 70 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 NVO NOVO-NORDISK A S Healthcare 95.0 $5K 0.00% $47.94 -3.0%
1382 FIDU FIDELITY COVINGTON TRUST 45.0 $4K 0.00% $99.60 -3.7%
1383 FIDELITY DIVERSIFIED INTERNATIONAL 81.0 $4K 0.00% NEW $55.32
1384 NOW SERVICENOW INC Technology 45.0 $4K 0.00% -75.0 -62.5% $99.29 +28.1%
1385 SPLV INVESCO EXCH TRADED FD TR II 59.0 $4K 0.00% $75.37 +0.4%
1386 BNS BANK NOVA SCOTIA B C Financial Services 51.0 $4K 0.00% $86.84 +1.0%
1387 MSTR STRATEGY INC Technology 50.0 $4K 0.00% $86.94 +30.5%
1388 F FORD MTR CO Consumer Cyclical 309.0 $4K 0.00% -337.0 -52.2% $13.90 +4.2%
1389 NXST NEXSTAR MEDIA GROUP INC Communication Services 24.0 $4K 0.00% -3.0 -11.1% $178.58 +4.9%
1390 SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 47.0 $4K 0.00% NEW $90.49
1391 FDIS FIDELITY COVINGTON TRUST 41.0 $4K 0.00% $102.83 -0.6%
1392 SNY SANOFI SA Healthcare 96.0 $4K 0.00% $42.66 +7.0%
1393 MOS MOSAIC CO Basic Materials 193.0 $4K 0.00% +170.0 +739.1% $21.19 +5.4%
1394 EFX EQUIFAX INC Industrials 26.0 $4K 0.00% -4.0 -13.3% $155.92 +23.2%
1395 DTCR GLOBAL X FDS 133.0 $4K 0.00% NEW $30.37 -6.4%
1396 RBRK RUBRIK INC. Technology 50.0 $4K 0.00% +47.0 +1566.7% $80.28 +24.2%
1397 MFS INTERNATIONAL EQUITY R6 96.0 $4K 0.00% NEW $41.73
1398 RGLD ROYAL GOLD INC Basic Materials 20.0 $4K 0.00% +15.0 +300.0% $199.60 +23.4%
1399 ASML ASML HLDG NV Technology 2.0 $4K 0.00% $1989.50 -12.4%
1400 IAGG ISHARES TR 78.0 $4K 0.00% -972.0 -92.6% $50.79 -2.0%
Page 70 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 22.2%
Financial Services 16.9%
Industrials 15.2%
Healthcare 14.8%
Consumer Defensive 8.0%
Utilities 6.6%
Consumer Cyclical 5.7%
Communication Services 3.7%
Energy 3.7%
Basic Materials 2.6%