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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 20 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
381 PRI PRIMERICA INC Financial Services 3 $751.0 SOLD
382 ALLY ALLY FINL INC Financial Services 19 $745.0 SOLD
383 SN SHARKNINJA INC Consumer Cyclical 7 $741.0 SOLD
384 MDB MONGODB INC Technology 3 $734.0 SOLD
385 FHN FIRST HORIZON CORPORATION Financial Services 32 $728.0 SOLD
386 OGE OGE ENERGY CORP Utilities 15 $719.0 SOLD
387 TRMB TRIMBLE INC Technology 11 $718.0 SOLD
388 NTAP NETAPP INC Technology 7 $717.0 SOLD
389 UHS UNIVERSAL HLTH SVCS INC Healthcare 4 $716.0 SOLD
390 COOPER COS INC 10 $715.0 SOLD
391 SWK STANLEY BLACK & DECKER INC Industrials 10 $711.0 SOLD
392 ZTS ZOETIS INC Healthcare 6 $709.0 SOLD
393 WLK WESTLAKE CORPORATION Basic Materials 6 $701.0 SOLD
394 AGCO AGCO CORP Industrials 6 $695.0 SOLD
395 TRU TRANSUNION Industrials 10 $692.0 SOLD
396 AES AES CORP Utilities 49 $690.0 SOLD
397 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 7 $689.0 SOLD
398 SCCO SOUTHERN COPPER CORP Basic Materials 4 $688.0 SOLD
399 DINO HF SINCLAIR CORP Energy 11 $686.0 SOLD
400 CFR CULLEN FROST BANKERS INC Financial Services 5 $685.0 SOLD
Page 20 of 51  ·  1,019 positions
Sector Allocation
Technology 22.5%
Financial Services 16.9%
Industrials 15.5%
Healthcare 15.0%
Consumer Defensive 8.0%
Utilities 6.7%
Consumer Cyclical 5.8%
Communication Services 3.3%
Energy 3.2%
Basic Materials 2.6%