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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 78 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 KD KYNDRYL HLDGS INC Technology 1.0 $13.0 NEW $13.00 -6.6%
1542 ARQQ ARQIT QUANTUM INC Technology 1.0 $13.0 NEW $13.00 +55.3%
1543 PRGO PERRIGO CO PLC Healthcare 1.0 $11.0 NEW $11.00 -1.5%
1544 DV DOUBLEVERIFY HLDGS INC Technology 1.0 $10.0 NEW $10.00 +5.1%
1545 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 1.0 $10.0 NEW $10.00 +11.1%
1546 COTY COTY INC Consumer Defensive 4.0 $8.0 NEW $2.00 +2.5%
1547 FLO FLOWERS FOODS INC Consumer Defensive 1.0 $8.0 NEW $8.00 -5.6%
1548 CLVT CLARIVATE PLC Technology 3.0 $8.0 NEW $2.67 -19.9%
1549 AMAZE HOLDINGS INC 44.0 $8.0 $0.18
1550 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 25.0 $7.0 $0.28 +16.5%
1551 CCC CCC INTELLIGENT SOLUTIONS HL Technology 1.0 $6.0 NEW $6.00 -22.2%
1552 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 1.0 $6.0 NEW $6.00 +56.1%
1553 CXM SPRINKLR INC Technology 1.0 $6.0 NEW $6.00 -11.6%
1554 PAYO PAYONEER GLOBAL INC Technology 1.0 $5.0 NEW $5.00 +40.2%
1555 ALLBIRDS INC 1.0 $3.0 $3.00
1556 WORKHORSE GROUP INC 1.0 $3.0 $3.00
1557 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 1.0 $2.0 $2.00 +67.4%
1558 GRWG GROWGENERATION CORP Consumer Cyclical 1.0 $1.0 $1.00 +51.0%
1559 NVNI NVNI GROUP LIMITED Technology 1.0 $1.0 $1.00 -9.1%
1560 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 $1.00
Page 78 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%