BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 42 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
821 LAZ LAZARD INC Financial Services 4 $170.0 SOLD
822 WAY WAYSTAR HLDG CORP Technology 7 $169.0 SOLD
823 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2 $169.0 SOLD
824 MILLROSE PPTYS INC 6 $168.0 SOLD
825 TDS TELEPHONE & DATA SYS INC Communication Services 4 $168.0 SOLD
826 FISV FISERV INC Technology 3 $167.0 SOLD
827 HQY HEALTHEQUITY INC Healthcare 2 $167.0 SOLD
828 CROX CROCS INC Consumer Cyclical 2 $166.0 SOLD
829 STRA STRATEGIC ED INC Consumer Defensive 2 $166.0 SOLD
830 ALG ALAMO GROUP INC Industrials 1 $165.0 SOLD
831 PRK PARK NATL CORP Financial Services 1 $163.0 SOLD
832 BW BABCOCK & WILCOX ENTERPRISES Industrials 11 $162.0 SOLD
833 CXT CRANE NXT CO Industrials 4 $162.0 SOLD
834 VSH VISHAY INTERTECHNOLOGY INC Technology 9 $162.0 SOLD
835 SWKS SKYWORKS SOLUTIONS INC Technology 3 $161.0 SOLD
836 SNEX STONEX GROUP INC Financial Services 2 $161.0 SOLD
837 JJSF J & J SNACK FOODS CORP Consumer Defensive 2 $159.0 SOLD
838 OI O-I GLASS INC Consumer Cyclical 15 $158.0 SOLD
839 NTB BANK OF N T BUTTERFIELD & SO Financial Services 3 $157.0 SOLD
840 FBK FB FINL CORP Financial Services 3 $156.0 SOLD
Page 42 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%