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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $246M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 623 New
Page 12 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RVT ROYCE SMALL CAP TRUST INC Financial Services 2,429.0 $39K 0.02% NEW $16.10 +10.3%
222 ET ENERGY TRANSFER L P Energy 2,351.0 $39K 0.02% NEW $16.49 +13.7%
223 CCI CROWN CASTLE INC Real Estate 418.0 $37K 0.01% NEW $88.93 -3.5%
224 BMY BRISTOL-MYERS SQUIBB CO Healthcare 686.0 $37K 0.01% NEW $53.94 +2.5%
225 PAVE GLOBAL X FDS 770.0 $37K 0.01% NEW $47.82 +21.3%
226 CDNS CADENCE DESIGN SYSTEM INC Technology 117.0 $37K 0.01% NEW $312.58 +24.6%
227 ETN EATON CORP PLC Industrials 113.0 $36K 0.01% NEW $318.51 +28.6%
228 GLW CORNING INC Technology 405.0 $36K 0.01% NEW $87.65 +100.1%
229 GD GENERAL DYNAMICS CORP Industrials 105.0 $35K 0.01% NEW $336.66 +7.8%
230 DVY ISHARES TR 250.0 $35K 0.01% NEW $141.14 +8.9%
231 KRE SPDR SERIES TRUST 543.0 $35K 0.01% NEW $64.79 +9.8%
232 MDLZ MONDELEZ INTL INC Consumer Defensive 650.0 $35K 0.01% NEW $53.83 +13.1%
233 GIS GENERAL MLS INC Consumer Defensive 740.0 $34K 0.01% NEW $46.50 -28.3%
234 IXJ ISHARES TR 348.0 $34K 0.01% NEW $97.40 -3.9%
235 MCK MCKESSON CORP Healthcare 41.0 $34K 0.01% NEW $822.71 -5.2%
236 SCHB SCHWAB STRATEGIC TR 1,258.0 $33K 0.01% NEW $26.23 +9.3%
237 MRVL MARVELL TECHNOLOGY INC Technology 377.0 $32K 0.01% NEW $85.09 +240.3%
238 CVS CVS HEALTH CORP Healthcare 400.0 $32K 0.01% NEW $79.36 +24.9%
239 GDV GABELLI DIVID & INCOME TR Financial Services 1,109.0 $31K 0.01% NEW $27.77 +4.0%
240 IGIB ISHARES TR 569.0 $31K 0.01% NEW $53.90 -1.9%
Page 12 of 32  ·  623 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.7%
Financial Services 17.5%
Healthcare 14.4%
Industrials 11.8%
Consumer Defensive 7.5%
Consumer Cyclical 7.4%
Utilities 6.0%
Energy 4.6%
Communication Services 4.0%
Basic Materials 2.5%