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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 50 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
981 HGTY HAGERTY INC Financial Services 3 $32.0 SOLD
982 TALO TALOS ENERGY INC Energy 2 $32.0 SOLD
983 UAA UNDER ARMOUR INC Consumer Cyclical 5 $30.0 SOLD
984 CANOPY GROWTH CORPORATION 29 $28.0 SOLD
985 RHI ROBERT HALF INC. Industrials 1 $25.0 SOLD
986 AVTR AVANTOR INC Healthcare 3 $24.0 SOLD
987 BEAM BEAM THERAPEUTICS INC Healthcare 1 $24.0 SOLD
988 BOX BOX INC Technology 1 $24.0 SOLD
989 SIRIUSPOINT LTD 1 $22.0 SOLD
990 MCW MISTER CAR WASH INC Consumer Cyclical 3 $21.0 SOLD
991 HOG HARLEY DAVIDSON INC Consumer Cyclical 1 $20.0 SOLD
992 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 5 $20.0 SOLD
993 BLDP BALLARD PWR SYS INC NEW Industrials 8 $19.0 SOLD
994 DNLI DENALI THERAPEUTICS INC Healthcare 1 $19.0 SOLD
995 FMC FMC CORP Basic Materials 1 $17.0 SOLD
996 PGNY PROGYNY INC Healthcare 1 $17.0 SOLD
997 WSC WILLSCOT HLDGS CORP Industrials 1 $17.0 SOLD
998 BRBR BELLRING BRANDS INC Consumer Defensive 1 $16.0 SOLD
999 MECHANICS BANCORP 1 $15.0 SOLD
1000 QUBT QUANTUM COMPUTING INC Technology 2 $14.0 SOLD
Page 50 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%