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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 15 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LUV SOUTHWEST AIRLS CO Industrials 1.0 $42.0 -49.0 -98.0% $42.00 +0.7%
282 NKE NIKE INC Consumer Cyclical 1.0 $25.0 -42.0 -97.7% $25.00 +64.5%
283 EIPI FIRST TR EXCHNG TRADED FD VI 1.0 $20.0 -129.0 -99.2% $20.00 +14.5%
284 LCID LUCID GROUP INC Consumer Cyclical 3.0 $20.0 -100.0 -97.1% $6.67 -13.7%
285 TPC TUTOR PERINI CORP Industrials $16.0 -100.0%
286 FWRD FORWARD AIR CORP Industrials $1.0 -100.0%
Page 15 of 15  ·  286 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 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%