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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 75 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 NOG NORTHERN OIL & GAS INC Energy 45.0 $826.0 -3.0 -6.2% $18.36 +42.0%
1482 URG UR-ENERGY INC Energy 600.0 $816.0 $1.36 +2.9%
1483 ETHA ISHARES ETHEREUM TR Financial Services 67.0 $797.0 $11.90 +33.5%
1484 LUMN LUMEN TECHNOLOGIES INC Communication Services 99.0 $760.0 -27.0 -21.4% $7.68 -20.1%
1485 DEFI TECHNOLOGIES INC 1,430.0 $735.0 $0.51
1486 SNAP SNAP INC Communication Services 150.0 $666.0 $4.44 +17.9%
1487 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 194.0 $662.0 $3.41 +2.0%
1488 MAT MATTEL INC Consumer Cyclical 46.0 $638.0 -26.0 -36.1% $13.87 +4.8%
1489 INFQ INFLEQTION INC Technology 42.0 $559.0 NEW $13.31 -6.1%
1490 ARKF ARK ETF TR 14.0 $552.0 $39.43 +10.9%
1491 HWM HOWMET AEROSPACE INC Industrials 2.0 $538.0 -28.0 -93.3% $269.00 +5.4%
1492 RXRX RECURSION PHARMACEUTICALS IN Healthcare 140.0 $514.0 $3.67 -4.7%
1493 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 53.0 $410.0 $7.74 +7.9%
1494 CHARGEPOINT HOLDINGS INC 65.0 $384.0 $5.91
1495 OGN ORGANON & CO Healthcare 27.0 $363.0 -1.0 -3.6% $13.44 +2.1%
1496 XSLV INVESCO EXCH TRADED FD TR II 7.0 $345.0 $49.29 +7.8%
1497 NEWSMAX INC 36.0 $298.0 $8.28
1498 ROKU ROKU INC Communication Services 2.0 $276.0 $138.00 +13.6%
1499 HIG HARTFORD INSURANCE GROUP INC Financial Services 2.0 $272.0 -22.0 -91.7% $136.00 +1.1%
1500 TLRY TILRAY BRANDS INC Healthcare 45.0 $202.0 -83.0 -64.8% $4.49 +7.6%
Page 75 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%