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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 74 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 DBEU DBX ETF TR 30.0 $2K $54.63 +0.1%
1462 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 94.0 $2K $17.41 +11.5%
1463 PZENA EMERGING MARKETS VALUE INSTL 99.0 $2K NEW $16.41
1464 EQT EQT CORP Energy 30.0 $2K -49.0 -62.0% $53.17 +0.9%
1465 FRANKLIN CORE PLUS BOND FUND ADVISOR 182.0 $2K NEW $8.32
1466 SCHWAB GOVERNMENT MONEY INV 1,500.0 $2K NEW $1.00
1467 WPM WHEATON PRECIOUS METALS CORP Basic Materials 12.0 $1K $112.33 +31.2%
1468 ALC ALCON AG Healthcare 20.0 $1K $67.10 +10.7%
1469 EATON VANCE FLOATING RATE I 168.0 $1K NEW $7.90
1470 AMERICAN FUNDS BOND FUND OF AMER F2 116.0 $1K NEW $11.30
1471 AG FIRST MAJESTIC SILVER CORP Basic Materials 76.0 $1K $16.96 +22.9%
1472 ZION OIL & GAS INC 2,777.0 $1K NEW $0.45
1473 SATS ECHOSTAR CORP Technology 12.0 $1K $101.50 -8.9%
1474 CALVERT US LARGE CAP CORE RSPNB IDX I 19.0 $1K NEW $63.84
1475 AMPX AMPRIUS TECHNOLOGIES INC Industrials 84.0 $1K NEW $13.86 -23.3%
1476 TNYA TENAYA THERAPEUTICS INC Healthcare 1,500.0 $1K $0.74 -3.6%
1477 PNC PNC FINL SVCS GROUP INC Financial Services 4.0 $1K -27.0 -87.1% $272.75 -9.6%
1478 DXYZ DESTINY TECH100 INC 42.0 $1K NEW $25.76 +29.8%
1479 BBAI BIGBEAR AI HLDGS INC Technology 250.0 $918.0 $3.67 -13.7%
1480 SM SM ENERGY COMPANY Energy 32.0 $838.0 -8.0 -20.0% $26.19 +38.0%
Page 74 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%