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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 49 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
961 NWBI NORTHWEST BANCSHARES INC Financial Services 4 $51.0 SOLD
962 PAY PAYMENTUS HOLDINGS INC Technology 2 $51.0 SOLD
963 LBRDA LIBERTY BROADBAND CORP Communication Services 1 $50.0 SOLD
964 JBLU JETBLUE AIRWAYS CORP Industrials 11 $49.0 SOLD
965 DOCS DOXIMITY INC Healthcare 2 $47.0 SOLD
966 SLVM SYLVAMO CORP Basic Materials 1 $42.0 SOLD
967 ZG ZILLOW GROUP INC Communication Services 1 $41.0 SOLD
968 Z ZILLOW GROUP INC Communication Services 1 $41.0 SOLD
969 LYFT LYFT INC Technology 3 $40.0 SOLD
970 RVPH REVIVA PHARMACEUTCLS HLDGS I Healthcare 50 $40.0 SOLD
971 CLEARWAY ENERGY INC 1 $39.0 SOLD
972 CENT CENTRAL GARDEN & PET CO Consumer Defensive 1 $37.0 SOLD
973 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 1 $36.0 SOLD
974 TREX TREX INC Industrials 1 $36.0 SOLD
975 UA UNDER ARMOUR INC Consumer Cyclical 6 $35.0 SOLD
976 BAX BAXTER INTL INC Healthcare 2 $34.0 SOLD
977 EE EXCELERATE ENERGY INC Utilities 1 $33.0 SOLD
978 HNI HNI CORP Industrials 1 $33.0 SOLD
979 HRB BLOCK H & R INC Consumer Cyclical 1 $32.0 SOLD
980 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 1 $32.0 SOLD
Page 49 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%