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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 5 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KKR KKR & CO INC Financial Services 1,011.0 $93K 0.02% -8.0 -0.8% $91.79 +20.3%
82 BSV VANGUARD BD INDEX FDS 1,183.0 $92K 0.02% -86.0 -6.8% $77.92 -0.3%
83 CSCO CISCO SYS INC Technology 784.0 $92K 0.02% -265.0 -25.3% $117.54 -5.9%
84 IREN IREN LIMITED Financial Services 1,947.0 $89K 0.02% -102.0 -5.0% $45.73 -6.3%
85 IBB ISHARES TR 426.0 $81K 0.02% -105.0 -19.8% $190.19 +14.1%
86 VDC VANGUARD WORLD FD 358.0 $81K 0.02% -3.0 -0.8% $225.50 +3.9%
87 COP CONOCOPHILLIPS Energy 776.0 $81K 0.02% -2K -68.7% $103.89 +25.7%
88 BHP BHP BILLITON LIMITED Basic Materials 932.0 $78K 0.02% -555.0 -37.3% $83.27 +10.8%
89 VZ VERIZON COMMUNICATIONS INC Communication Services 1,828.0 $77K 0.02% -308.0 -14.4% $42.35 +16.6%
90 CRWD CROWDSTRIKE HLDGS INC Technology 100.0 $76K 0.02% -94.0 -48.5% $190.78 +5.7%
91 AXP AMERICAN EXPRESS CO Financial Services 225.0 $76K 0.02% -82.0 -26.7% $337.67 +0.7%
92 T AT&T INC Communication Services 3,614.0 $75K 0.02% -467.0 -11.4% $20.70 +21.4%
93 SMCI SUPER MICRO COMPUTER INC Technology 2,500.0 $73K 0.02% -226.0 -8.3% $29.33 +24.7%
94 VST VISTRA CORP Utilities 431.0 $68K 0.02% -12.0 -2.7% $158.63 -10.0%
95 MMM 3M CO Industrials 413.0 $67K 0.02% -320.0 -43.7% $161.96 +11.5%
96 SCHM SCHWAB STRATEGIC TR 1,811.0 $67K 0.02% -44.0 -2.4% $36.87 -1.7%
97 TGT TARGET CORP Consumer Defensive 506.0 $66K 0.01% -35.0 -6.5% $130.50 +21.9%
98 ED CONSOLIDATED EDISON INC Utilities 594.0 $66K 0.01% -21.0 -3.4% $110.62 -2.4%
99 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,928.0 $64K 0.01% -1K -34.2% $33.29 +16.5%
100 WMB WILLIAMS COS INC Energy 850.0 $63K 0.01% -85.0 -9.1% $74.31 -1.4%
Page 5 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%