BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $255M AUM 1,563 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 962 New 300 Added 91 Reduced 22 Exited
Page 77 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 DFAU DIMENSIONAL ETF TRUST 1.0 $30.0 $30.00 +72.8%
1522 UAA UNDER ARMOUR INC Consumer Cyclical 5.0 $30.0 NEW $6.00 -2.7%
1523 CANOPY GROWTH CORPORATION 29.0 $28.0 $0.97
1524 RHI ROBERT HALF INC. Industrials 1.0 $25.0 NEW $25.00 +29.4%
1525 AVTR AVANTOR INC Healthcare 3.0 $24.0 NEW $8.00 +19.6%
1526 BEAM BEAM THERAPEUTICS INC Healthcare 1.0 $24.0 NEW $24.00 +29.1%
1527 BOX BOX INC Technology 1.0 $24.0 NEW $24.00 +6.9%
1528 SIRIUSPOINT LTD 1.0 $22.0 NEW $22.00
1529 MCW MISTER CAR WASH INC Consumer Cyclical 3.0 $21.0 NEW $7.00 +1.4%
1530 HOG HARLEY DAVIDSON INC Consumer Cyclical 1.0 $20.0 NEW $20.00 +28.1%
1531 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 5.0 $20.0 NEW $4.00 +9.0%
1532 BLDP BALLARD PWR SYS INC NEW Industrials 8.0 $19.0 $2.38 +73.9%
1533 DNLI DENALI THERAPEUTICS INC Healthcare 1.0 $19.0 NEW $19.00 +15.4%
1534 FMC FMC CORP Basic Materials 1.0 $17.0 NEW $17.00 -31.8%
1535 PGNY PROGYNY INC Healthcare 1.0 $17.0 NEW $17.00 +56.5%
1536 WSC WILLSCOT HLDGS CORP Industrials 1.0 $17.0 NEW $17.00 +66.5%
1537 BRBR BELLRING BRANDS INC Consumer Defensive 1.0 $16.0 NEW $16.00 -44.8%
1538 MECHANICS BANCORP 1.0 $15.0 NEW $15.00
1539 QUBT QUANTUM COMPUTING INC Technology 2.0 $14.0 -48.0 -96.0% $7.00 +44.6%
1540 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 1.0 $14.0 NEW $14.00 -10.4%
Page 77 of 79  ·  1,563 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 22.3%
Financial Services 16.2%
Industrials 13.4%
Healthcare 13.2%
Consumer Defensive 7.7%
Consumer Cyclical 7.0%
Energy 6.4%
Utilities 6.3%
Communication Services 4.3%
Basic Materials 2.7%