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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 73 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 GRID FIRST TR EXCHANGE-TRADED FD 12.0 $2K 0.00% NEW $192.50 -5.0%
1442 SIDUS SPACE INC 800.0 $2K 0.00% NEW $2.81
1443 WRN WESTERN COPPER & GOLD CORP Basic Materials 1,000.0 $2K 0.00% $2.24 +11.2%
1444 HYDROGRAPH CLEAN PWR I F 600.0 $2K 0.00% NEW $3.65
1445 USAR USA RARE EARTH INC Basic Materials 100.0 $2K 0.00% $21.58 -16.2%
1446 ADSK AUTODESK INC Technology 11.0 $2K 0.00% -6.0 -35.3% $194.45 +29.2%
1447 CELC CELCUITY INC Healthcare 20.0 $2K $104.60 -10.5%
1448 ANET ARISTA NETWORKS INC Technology 12.0 $2K -72.0 -85.7% $169.92 +9.7%
1449 PIPR PIPER SANDLER COMPANIES Financial Services 28.0 $2K -64.0 -69.6% $72.54 +3.2%
1450 DRIEHAUS EMERGING MARKETS GROWTH INSTL 33.0 $2K NEW $61.06
1451 FIDELITY ADVISOR TOTAL BOND I 209.0 $2K NEW $9.55
1452 PPL PPL CORP Utilities 54.0 $2K -55.0 -50.5% $36.50 -2.8%
1453 PBF PBF ENERGY INC Energy 43.0 $2K -9.0 -17.3% $45.70 +61.7%
1454 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 56.0 $2K -11.0 -16.4% $34.00 +1.9%
1455 CVE CENOVUS ENERGY INC Energy 74.0 $2K $24.81 +30.9%
1456 TIP ISHARES TR 16.0 $2K -44.0 -73.3% $109.44 -1.8%
1457 SCHWAB BALANCED 92.0 $2K NEW $18.87
1458 GCT GIGACLOUD TECHNOLOGY INC Technology 54.0 $2K $31.59 +64.8%
1459 XANADU QUANTUM TECHNOLO LTD 140.0 $2K NEW $12.11
1460 MOO VANECK ETF TRUST 21.0 $2K $79.86 +2.8%
Page 73 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%