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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 15 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FEDERATED HERMES INC 435.0 $23K 0.01% NEW $52.07
282 AIQ GLOBAL X FDS 442.0 $22K 0.01% NEW $50.85 +31.4%
283 USFR WISDOMTREE TR 446.0 $22K 0.01% NEW $50.28 +0.3%
284 EMR EMERSON ELEC CO Industrials 168.0 $22K 0.01% NEW $133.01 +13.3%
285 REGL PROSHARES TR 261.0 $22K 0.01% NEW $84.22 +6.9%
286 MA MASTERCARD INCORPORATED Financial Services 38.0 $22K 0.01% NEW $574.87 -14.8%
287 ICOP ISHARES TR 480.0 $21K 0.01% NEW $44.30 +21.6%
288 DAL DELTA AIR LINES INC DEL Industrials 304.0 $21K 0.01% NEW $69.41 +21.3%
289 DFLV DIMENSIONAL ETF TRUST 615.0 $21K 0.01% NEW $34.23 +15.2%
290 FCX FREEPORT-MCMORAN INC Basic Materials 410.0 $21K 0.01% NEW $50.75 +35.3%
291 AZO AUTOZONE INC Consumer Cyclical 6.0 $20K 0.01% NEW $3391.50 -9.6%
292 SCHW SCHWAB CHARLES CORP Financial Services 200.0 $20K 0.01% NEW $99.91 -8.2%
293 CRM SALESFORCE INC Technology 73.0 $19K 0.01% NEW $263.88 -42.5%
294 ENTERGY CORP NEW 206.0 $19K 0.01% NEW $92.43
295 XLP SELECT SECTOR SPDR TR 241.0 $19K 0.01% NEW $77.77 +7.1%
296 TBT PROSHARES TR 535.0 $19K 0.01% NEW $34.94 -0.4%
297 BIL SPDR SERIES TRUST 202.0 $18K 0.01% NEW $91.38 +0.2%
298 CCJ CAMECO CORP Energy 200.0 $18K 0.01% NEW $91.49 +16.4%
299 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 51.0 $18K 0.01% NEW $351.76 +10.4%
300 SJM SMUCKER J M CO Consumer Defensive 182.0 $18K 0.01% NEW $97.59 +13.6%
Page 15 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%