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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 15 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
281 THC TENET HEALTHCARE CORP Healthcare 6 $1K SOLD
282 BBIO BRIDGEBIO PHARMA INC Healthcare 15 $1K SOLD
283 APA APA CORPORATION Energy 26 $1K SOLD
284 HEI HEICO CORP NEW Industrials 4 $1K SOLD
285 WSO WATSCO INC Industrials 3 $1K SOLD
286 AGX ARGAN INC Industrials 2 $1K SOLD
287 LEIDOS HOLDINGS INC 7 $1K SOLD
288 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 15 $1K SOLD
289 PR PERMIAN RESOURCES CORP Energy 51 $1K SOLD
290 DPZ DOMINOS PIZZA INC Consumer Cyclical 3 $1K SOLD
291 CDE COEUR MNG INC Basic Materials 57 $1K SOLD
292 FICO FAIR ISAAC CORP Technology 1 $1K SOLD
293 SAIA SAIA INC Industrials 3 $1K SOLD
294 BLD TOPBUILD COR Industrials 3 $1K SOLD
295 APTIV PLC 15 $1K SOLD
296 AVY AVERY DENNISON CORP Industrials 6 $1K SOLD
297 RL RALPH LAUREN CORP Consumer Cyclical 3 $1K SOLD
298 ALGN ALIGN TECHNOLOGY INC Healthcare 6 $1K SOLD
299 ELAN ELANCO ANIMAL HEALTH INC Healthcare 43 $1K SOLD
300 HL HECLA MINING COMPANY Basic Materials 55 $1K SOLD
Page 15 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%