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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 21 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BUNGE GLOBAL SA 94.0 $8K 0.00% NEW $89.09
402 VET VERMILION ENERGY INC Energy 1,000.0 $8K 0.00% NEW $8.34 +16.0%
403 CCL CARNIVAL CORP Consumer Cyclical 271.0 $8K 0.00% NEW $30.54 +1.6%
404 PIPER SANDLER COMPANIES 23.0 $8K 0.00% NEW $340.87
405 MSTR STRATEGY INC Technology 50.0 $8K 0.00% NEW $151.96 -27.6%
406 PEY INVESCO EXCHANGE TRADED FD T 369.0 $8K 0.00% NEW $20.38 +12.1%
407 CEG CONSTELLATION ENERGY CORP Utilities 21.0 $7K 0.00% NEW $353.67 -21.6%
408 PII POLARIS INC Consumer Cyclical 116.0 $7K 0.00% NEW $63.25 +12.6%
409 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 127.0 $7K 0.00% NEW $57.49 +29.6%
410 EFAV ISHARES TR 84.0 $7K 0.00% NEW $86.17 +1.4%
411 BCE BCE INC Communication Services 300.0 $7K 0.00% NEW $23.82 -2.1%
412 MARA MARA HOLDINGS INC Financial Services 787.0 $7K 0.00% NEW $8.98 +56.7%
413 CLX CLOROX CO DEL Consumer Defensive 70.0 $7K 0.00% NEW $100.83 -3.3%
414 OVV OVINTIV INC Energy 180.0 $7K 0.00% NEW $39.19 +33.6%
415 DD DUPONT DE NEMOURS INC Basic Materials 172.0 $7K 0.00% NEW $40.20 +18.5%
416 SHOP SHOPIFY INC Technology 42.0 $7K 0.00% NEW $160.98 -32.3%
417 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 237.0 $7K 0.00% NEW $28.52 +5.5%
418 SNOW SNOWFLAKE INC Technology 30.0 $7K 0.00% NEW $219.37 +5.1%
419 UNL UNITED STS 12 MONTH NAT GAS Financial Services 889.0 $7K 0.00% NEW $7.38 -11.9%
420 FONR FONAR CORP Healthcare 353.0 $7K 0.00% NEW $18.56 +2.9%
Page 21 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%