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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 12 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HYDR GLOBAL X FDS 319.0 $12K 0.01% +9.0 +2.9% $36.23 +56.0%
222 OMF ONEMAIN HLDGS INC Financial Services 206.0 $11K 0.00% +6.0 +3.0% $53.49 +11.2%
223 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 382.0 $11K 0.00% +5.0 +1.3% $27.51 -13.3%
224 VLO VALERO ENERGY CORP Energy 42.0 $10K 0.00% +21.0 +100.0% $247.60 -3.5%
225 ANET ARISTA NETWORKS INC Technology 84.0 $10K 0.00% +65.0 +342.1% $122.79 +35.1%
226 DOW DOW HLDGS INC Basic Materials 239.0 $10K 0.00% +43.0 +21.9% $41.70 -18.9%
227 BK BANK NEW YORK MELLON CORP Financial Services 84.0 $10K 0.00% +48.0 +133.3% $118.63 +19.6%
228 SPMD SPDR SERIES TRUST 164.0 $10K 0.00% +1.0 +0.6% $59.21 +13.2%
229 KMB KIMBERLY-CLARK CORP Consumer Defensive 97.0 $9K 0.00% +13.0 +15.5% $96.47 +7.3%
230 DD DUPONT DE NEMOURS INC Basic Materials 201.0 $9K 0.00% +29.0 +16.9% $45.75 +7.5%
231 CCL CARNIVAL CORP Consumer Cyclical 353.0 $9K 0.00% +82.0 +30.3% $25.87 +19.7%
232 HOOD ROBINHOOD MKTS INC Financial Services 129.0 $9K 0.00% +19.0 +17.3% $69.30 +47.1%
233 JD JD.COM INC Consumer Cyclical 286.0 $8K 0.00% +165.0 +136.4% $29.57 -3.9%
234 HAS HASBRO INC Consumer Cyclical 90.0 $8K 0.00% +11.0 +13.9% $93.60 -9.2%
235 ACHR ARCHER AVIATION INC Industrials 1,525.0 $8K 0.00% +1K +190.5% $5.17 +3.9%
236 SNOW SNOWFLAKE INC Technology 52.0 $8K 0.00% +22.0 +73.3% $150.83 +56.6%
237 EBAY EBAY INC. Consumer Cyclical 86.0 $8K 0.00% +31.0 +56.4% $91.02 +20.1%
238 AIG AMERICAN INTL GROUP INC Financial Services 100.0 $7K 0.00% +29.0 +40.9% $74.99 +0.4%
239 F FORD MTR CO Consumer Cyclical 646.0 $7K 0.00% +284.0 +78.5% $11.54 +24.7%
240 CPB THE CAMPBELLS COMPANY Consumer Defensive 328.0 $7K 0.00% +8.0 +2.5% $22.27 -3.2%
Page 12 of 15  ·  300 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%