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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 14 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CMI CUMMINS INC Industrials 52.0 $27K 0.01% NEW $510.44 +40.4%
262 PCEF INVESCO EXCH TRADED FD TR II 1,333.0 $26K 0.01% NEW $19.88 +2.1%
263 SOFI SOFI TECHNOLOGIES INC Financial Services 1,000.0 $26K 0.01% NEW $26.18 -31.6%
264 VRP INVESCO EXCH TRADED FD TR II 1,071.0 $26K 0.01% NEW $24.33 +0.4%
265 DIS DISNEY WALT CO Communication Services 225.0 $26K 0.01% NEW $113.69 -8.6%
266 XLV SELECT SECTOR SPDR TR 165.0 $25K 0.01% NEW $154.52 -3.3%
267 ITOT ISHARES TR 171.0 $25K 0.01% NEW $148.78 +10.1%
268 EATON VANCE TAX-MANAGED GLOB 2,747.0 $25K 0.01% NEW $9.22
269 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 2,648.0 $25K 0.01% NEW $9.53 +0.7%
270 LEU CENTRUS ENERGY CORP Energy 102.0 $25K 0.01% NEW $242.76 -21.2%
271 UNH UNITEDHEALTH GROUP INC Healthcare 74.0 $25K 0.01% NEW $332.32 +20.7%
272 ISRG INTUITIVE SURGICAL INC Healthcare 43.0 $24K 0.01% NEW $566.35 -28.2%
273 OTTR OTTER TAIL CORP Utilities 300.0 $24K 0.01% NEW $80.81 +8.3%
274 RGTI RIGETTI COMPUTING INC Technology 1,093.0 $24K 0.01% NEW $22.15 -3.6%
275 BBY BEST BUY INC Consumer Cyclical 358.0 $24K 0.01% NEW $66.93 +11.7%
276 MBB ISHARES TR 250.0 $24K 0.01% NEW $95.10 -0.7%
277 AGG ISHARES TR 238.0 $24K 0.01% NEW $99.74 -0.8%
278 CL COLGATE PALMOLIVE CO Consumer Defensive 300.0 $24K 0.01% NEW $79.02 +13.2%
279 VIOO VANGUARD ADMIRAL FDS INC 211.0 $23K 0.01% NEW $111.08 +19.5%
280 Q QNITY ELECTRONICS INC Technology 285.0 $23K 0.01% NEW $81.67 +106.9%
Page 14 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%