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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 71 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 KHC KRAFT HEINZ CO Consumer Defensive 166.0 $4K 0.00% -83.0 -33.3% $23.62 +8.0%
1402 BTG B2GOLD CORP Basic Materials 1,048.0 $4K 0.00% $3.74 +42.2%
1403 AEM AGNICO EAGLE MINES LTD Basic Materials 25.0 $4K 0.00% -7.0 -21.9% $155.12 +35.2%
1404 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 47.0 $4K 0.00% $82.40 -5.5%
1405 SHOP SHOPIFY INC Technology 33.0 $4K 0.00% -9.0 -21.4% $114.18 +28.7%
1406 PFLT PENNANTPARK FLOATING RATE CA Financial Services 500.0 $4K 0.00% $7.48 -1.3%
1407 MDYV SPDR SERIES TRUST 39.0 $4K 0.00% $94.85 +0.3%
1408 SLYG SPDR SERIES TRUST 30.0 $4K 0.00% $120.53 -4.3%
1409 MUB ISHARES TR 33.0 $4K 0.00% $107.61 -2.0%
1410 JOBY JOBY AVIATION INC Industrials 387.0 $3K 0.00% $8.92 -16.5%
1411 AGI ALAMOS GOLD INC Basic Materials 113.0 $3K 0.00% -83.0 -42.4% $30.34 +20.1%
1412 FUTY FIDELITY COVINGTON TRUST 58.0 $3K 0.00% $58.41 -3.0%
1413 SIRI SIRIUSXM HOLDINGS INC Communication Services 112.0 $3K 0.00% -24.0 -17.6% $29.47 -3.3%
1414 NEM NEWMONT CORP Basic Materials 35.0 $3K 0.00% -92.0 -72.4% $92.09 +38.8%
1415 COIN COINBASE GLOBAL INC Financial Services 22.0 $3K 0.00% -3.0 -12.0% $146.18 +16.6%
1416 DVN DEVON ENERGY CORP NEW Energy 77.0 $3K 0.00% -243.0 -75.9% $41.31 +19.2%
1417 SWBI SMITH & WESSON BRANDS INC Industrials 210.0 $3K 0.00% $15.04 -7.1%
1418 WTS WATTS WATER TECHNOLOGIES INC Industrials 8.0 $3K 0.00% -3.0 -27.3% $391.50 -5.4%
1419 LIT GLOBAL X FDS 39.0 $3K 0.00% $77.41 -3.9%
1420 RSPG INVESCO EXCHANGE TRADED FD T 30.0 $3K 0.00% $97.97 +16.3%
Page 71 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%