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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 67 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 FIDELITY ADVISOR FOCUSED EMERGING MARKETS I 113.0 $6K 0.00% NEW $54.46
1322 VOD VODAFONE GROUP PLC Communication Services 465.0 $6K 0.00% $13.23 +20.7%
1323 EBAY EBAY INC. Consumer Cyclical 55.0 $6K 0.00% -31.0 -36.0% $111.75 -6.8%
1324 WAB WABTEC Industrials 22.0 $6K 0.00% -40.0 -64.5% $271.59 +9.6%
1325 HEARTLAND VALUE PLUS INSTITUTIONAL 133.0 $6K 0.00% NEW $44.86
1326 LAMR LAMAR ADVERTISING CO Real Estate 38.0 $6K 0.00% $155.97 -3.3%
1327 T. ROWE PRICE OVERSEAS STOCK I 332.0 $6K 0.00% NEW $17.83
1328 TT TRANE TECHNOLOGIES PLC Industrials 12.0 $6K 0.00% -17.0 -58.6% $491.17 -7.7%
1329 COLD AMERICOLD REALTY TRUST INC Real Estate 373.0 $6K 0.00% $15.72 -3.0%
1330 DFAW DIMENSIONAL ETF TRUST 71.0 $6K 0.00% +1.0 +1.4% $82.58 +3.3%
1331 VEA VANGUARD TAX-MANAGED FDS 82.0 $6K 0.00% $71.43 +2.8%
1332 PPA INVESCO EXCHANGE TRADED FD T 33.0 $6K 0.00% $176.64 -1.7%
1333 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 223.0 $6K 0.00% $26.00 +8.7%
1334 PANASONIC HLDGS CORP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 204.0 $6K 0.00% NEW $28.02
1335 UNL UNITED STS 12 MONTH NAT GAS Financial Services 889.0 $6K 0.00% $6.39 -9.2%
1336 THYSSENKRUPP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 477.0 $6K 0.00% NEW $11.86
1337 PAGP PLAINS GP HLDGS L P Energy 232.0 $6K 0.00% +4.0 +1.8% $24.30 +10.4%
1338 BP BP PLC Energy 150.0 $6K 0.00% $36.95 +21.1%
1339 VLO VALERO ENERGY CORP Energy 21.0 $6K 0.00% -21.0 -50.0% $262.81 +32.7%
1340 FCPT FOUR CORNERS PPTY TR INC Real Estate 224.0 $5K 0.00% $24.55 +2.8%
Page 67 of 78  ·  1,545 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 22.5%
Financial Services 16.9%
Industrials 15.5%
Healthcare 15.0%
Consumer Defensive 8.0%
Utilities 6.7%
Consumer Cyclical 5.8%
Communication Services 3.3%
Energy 3.2%
Basic Materials 2.6%