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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 11 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 ROIV ROIVANT SCIENCES LTD Healthcare 59 $2K 0.00% SOLD
202 SYF SYNCHRONY FINANCIAL Financial Services 24 $2K 0.00% SOLD
203 TSCO TRACTOR SUPPLY CO Consumer Cyclical 36 $2K 0.00% SOLD
204 CMS CMS ENERGY CORP Utilities 21 $2K 0.00% SOLD
205 RBC RBC BEARINGS INC Industrials 3 $2K 0.00% SOLD
206 PPG PPG INDS INC Basic Materials 15 $2K 0.00% SOLD
207 LH LABCORP HOLDINGS INC Healthcare 6 $2K 0.00% SOLD
208 LILAK LIBERTY LATIN AMERICA LTD Communication Services 180 $2K 0.00% SOLD
209 CRS CARPENTER TECHNOLOGY CORP Industrials 4 $2K 0.00% SOLD
210 DRI DARDEN RESTAURANTS INC Consumer Cyclical 8 $2K 0.00% SOLD
211 ULTA ULTA BEAUTY INC Consumer Cyclical 3 $2K 0.00% SOLD
212 NXT NEXTPOWER INC Technology 13 $2K 0.00% SOLD
213 LEN LENNAR CORP Consumer Cyclical 18 $2K 0.00% SOLD
214 XPO XPO INC Industrials 8 $2K 0.00% SOLD
215 NI NISOURCE INC Utilities 33 $2K 0.00% SOLD
216 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 25 $2K 0.00% SOLD
217 ARES ARES MANAGEMENT CORPORATION Financial Services 14 $2K 0.00% SOLD
218 MSGE SPHERE ENTERTAINMENT CO Communication Services 13 $2K 0.00% SOLD
219 RS RELIANCE INC Basic Materials 5 $2K 0.00% SOLD
220 LPLA LPL FINL HLDGS INC Financial Services 5 $2K 0.00% SOLD
Page 11 of 51  ·  1,019 positions
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%