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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 37 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
721 LNC LINCOLN NATL CORP IND Financial Services 7 $249.0 SOLD
722 AAON AAON INC Industrials 3 $248.0 SOLD
723 VNT VONTIER CORPORATION Technology 7 $248.0 SOLD
724 ALKS ALKERMES PLC Healthcare 7 $248.0 SOLD
725 LCII LCI INDS Consumer Cyclical 2 $246.0 SOLD
726 CALX CALIX INC Technology 5 $245.0 SOLD
727 ACT ENACT HLDGS INC Financial Services 6 $245.0 SOLD
728 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 8 $245.0 SOLD
729 KNF KNIFE RIVER CORP Basic Materials 3 $245.0 SOLD
730 BRC BRADY CORP Industrials 3 $244.0 SOLD
731 UEC URANIUM ENERGY CORP Energy 18 $243.0 SOLD
732 CORT CORCEPT THERAPEUTICS INC Healthcare 6 $242.0 SOLD
733 AVA AVISTA CORP Utilities 6 $241.0 SOLD
734 DLB DOLBY LABORATORIES INC Technology 4 $240.0 SOLD
735 COCO VITA COCO CO INC Consumer Defensive 5 $240.0 SOLD
736 PLMR PALOMAR HLDGS INC Financial Services 2 $239.0 SOLD
737 CWST CASELLA WASTE SYS INC Industrials 3 $238.0 SOLD
738 CALM CAL MAINE FOODS INC Consumer Defensive 3 $237.0 SOLD
739 ATKR ATKORE INC Industrials 4 $236.0 SOLD
740 CWEN CLEARWAY ENERGY INC Utilities 6 $236.0 SOLD
Page 37 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%