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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 72 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 BIL SPDR SERIES TRUST 32.0 $3K 0.00% -85.0 -72.7% $91.62 -0.1%
1422 VTRS VIATRIS INC Healthcare 184.0 $3K 0.00% -77.0 -29.5% $15.89 +2.3%
1423 JBT MAREL CORPORATION 20.0 $3K 0.00% $145.55
1424 GRANDEUR PEAK INTL STALWARTS INSTL 138.0 $3K 0.00% NEW $20.80
1425 T. ROWE PRICE GLOBAL MULTI-SECTOR BD INV 281.0 $3K 0.00% NEW $10.06
1426 SCHC SCHWAB STRATEGIC TR 57.0 $3K 0.00% -244.0 -81.1% $48.23 +5.6%
1427 EXPAND ENERGY CORPORATION 30.0 $3K 0.00% -19.0 -38.8% $91.20
1428 KR KROGER CO Consumer Defensive 48.0 $3K 0.00% -36.0 -42.9% $55.52 +1.3%
1429 EZPW EZCORP INC Financial Services 76.0 $3K 0.00% $34.57 -16.8%
1430 QBTS D-WAVE QUANTUM INC Technology 105.0 $3K 0.00% -2K -95.4% $23.99 -19.4%
1431 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 64.0 $3K 0.00% -11.0 -14.7% $39.08 +8.7%
1432 FANG DIAMONDBACK ENERGY INC Energy 14.0 $2K 0.00% -22.0 -61.1% $177.79 +17.3%
1433 ACHR ARCHER AVIATION INC Industrials 525.0 $2K 0.00% -1K -65.6% $4.73 +36.4%
1434 COKE COCA COLA CONS INC Consumer Defensive 13.0 $2K 0.00% -6.0 -31.6% $190.92 -2.1%
1435 PIMCO REAL RETURN INSTL 237.0 $2K 0.00% NEW $10.19
1436 SCHWAB TARGET 2035 INDEX 116.0 $2K 0.00% NEW $20.69
1437 BWXT BWX TECHNOLOGIES INC Industrials 12.0 $2K 0.00% -231.0 -95.1% $199.92 -18.8%
1438 IONQ IONQ INC Technology 45.0 $2K 0.00% NEW $53.27 -18.6%
1439 DOCN DIGITALOCEAN HLDGS INC Technology 15.0 $2K 0.00% -6.0 -28.6% $157.00 -25.7%
1440 TECK TECK RESOURCES LTD Basic Materials 39.0 $2K 0.00% $59.46 +10.9%
Page 72 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%