Portfolio (Quarterly)
Guide ↗
Vermillion Wealth Management, Inc.
· CIK 0001737012| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 461 | CACI | CACI INTL INC | Technology | 1 | $544.0 | — | SOLD |
| 462 | QRVO | QORVO INC | Technology | 7 | $542.0 | — | SOLD |
| 463 | POWL | POWELL INDS INC | Industrials | 1 | $541.0 | — | SOLD |
| 464 | CGNX | COGNEX CORP | Technology | 11 | $539.0 | — | SOLD |
| 465 | MEC | MAYVILLE ENGR CO INC | Industrials | 30 | $539.0 | — | SOLD |
| 466 | PSTG | EVERPURE INC | — | 9 | $531.0 | — | SOLD |
| 467 | FCN | FTI CONSULTING INC | Industrials | 3 | $530.0 | — | SOLD |
| 468 | — | GAMESTOP CORP | — | 23 | $530.0 | — | SOLD |
| 469 | MIDD | MIDDLEBY CORP | Industrials | 4 | $530.0 | — | SOLD |
| 470 | GPC | GENUINE PARTS CO | Consumer Cyclical | 5 | $529.0 | — | SOLD |
| 471 | — | HOLOGIC INC | — | 7 | $529.0 | — | SOLD |
| 472 | AOS | SMITH A O CORP | Industrials | 8 | $528.0 | — | SOLD |
| 473 | ARMK | ARAMARK | Industrials | 13 | $527.0 | — | SOLD |
| 474 | ALV | AUTOLIV INC | Consumer Cyclical | 5 | $526.0 | — | SOLD |
| 475 | CE | CELANESE CORP DEL | Basic Materials | 8 | $526.0 | — | SOLD |
| 476 | NCLH | NORWEGIAN CRUISE LINE HLDGS | Consumer Cyclical | 28 | $524.0 | — | SOLD |
| 477 | THG | HANOVER INS GROUP INC | Financial Services | 3 | $520.0 | — | SOLD |
| 478 | SANM | SANMINA CORP | Technology | 4 | $519.0 | — | SOLD |
| 479 | CRL | CHARLES RIV LABS INTL INC | Healthcare | 3 | $518.0 | — | SOLD |
| 480 | FNB | F N B CORP | Financial Services | 31 | $518.0 | — | SOLD |
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%