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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 6 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QUAL ISHARES TR 281.0 $62K 0.01% -76.0 -21.3% $219.11 +1.5%
102 QCOM QUALCOMM INC Technology 328.0 $61K 0.01% -623.0 -65.5% $185.20 -13.2%
103 SLV ISHARES SILVER TR Financial Services 1,103.0 $59K 0.01% -150.0 -12.0% $53.47 +15.3%
104 WHR WHIRLPOOL CORP Consumer Cyclical 1,473.0 $58K 0.01% -750.0 -33.7% $39.42 +2.7%
105 DIA STATE STR SPDR DOW JONES IND Financial Services 110.0 $57K 0.01% -12.0 -9.8% $520.45 +1.4%
106 LIN LINDE PLC Basic Materials 110.0 $57K 0.01% -23.0 -17.3% $518.94 -7.3%
107 NFLX NETFLIX INC. Communication Services 757.0 $54K 0.01% -84.0 -10.0% $71.40 +12.2%
108 OKLO OKLO INC Utilities 1,000.0 $52K 0.01% -2K -71.4% $52.33 -20.4%
109 SCHV SCHWAB STRATEGIC TR 1,495.0 $52K 0.01% -129.0 -7.9% $34.81 -0.0%
110 IJH ISHARES TR 667.0 $51K 0.01% -838.0 -55.7% $77.08 -0.9%
111 SGVT SCHWAB STRATEGIC TR 495.0 $50K 0.01% -2K -80.5% $100.74 -0.1%
112 CENCORA INC 171.0 $48K 0.01% -12.0 -6.6% $282.33
113 ETN EATON CORP PLC Industrials 113.0 $48K 0.01% -28.0 -19.9% $426.12 -2.5%
114 PFE PFIZER INC Healthcare 1,989.0 $48K 0.01% -363.0 -15.4% $24.07 +15.4%
115 KMI KINDER MORGAN INC DEL Energy 1,443.0 $46K 0.01% -149.0 -9.4% $31.97 -1.1%
116 RWR SPDR SERIES TRUST 398.0 $45K 0.01% -124.0 -23.8% $113.04 +1.3%
117 VWO VANGUARD INTL EQUITY INDEX F 752.0 $45K 0.01% -5.0 -0.7% $59.67 +0.6%
118 VCIT VANGUARD SCOTTSDALE FDS 538.0 $45K 0.01% -306.0 -36.3% $82.73 -2.0%
119 RVT ROYCE SMALL CAP TRUST INC Financial Services 2,341.0 $43K 0.01% -35.0 -1.5% $18.47 +0.4%
120 MPC MARATHON PETE CORP Energy 169.0 $43K 0.01% -55.0 -24.6% $255.56 +40.2%
Page 6 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%