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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $255M AUM 1,563 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 962 New 300 Added 91 Reduced
Page 72 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 FFBC 1ST FINL BANCORP Financial Services 4.0 $112.0 NEW $28.00 +17.8%
1422 ASH ASHLAND INC Basic Materials 2.0 $111.0 NEW $55.50 +31.7%
1423 IRIDIUM COMMUNICATIONS INC 4.0 $111.0 NEW $27.75
1424 VERSIGENT LTD 4.0 $111.0 NEW $27.75
1425 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 2.0 $110.0 NEW $55.00 +104.9%
1426 ADMA ADMA BIOLOGICS INC Healthcare 12.0 $108.0 NEW $9.00 +9.3%
1427 CHWY CHEWY INC Consumer Cyclical 4.0 $108.0 NEW $27.00 -10.3%
1428 FSS FEDERAL SIGNAL CORP Industrials 1.0 $108.0 NEW $108.00 +14.2%
1429 BROWN FORMAN CORP 4.0 $107.0 NEW $26.75
1430 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 2.0 $106.0 NEW $53.00 -18.8%
1431 SYM SYMBOTIC INC Industrials 2.0 $106.0 NEW $53.00 -19.9%
1432 CHH CHOICE HOTELS INTL INC Consumer Cyclical 1.0 $104.0 NEW $104.00 +4.2%
1433 DORM DORMAN PRODS INC Consumer Cyclical 1.0 $104.0 NEW $104.00 +27.4%
1434 TDC TERADATA CORP DEL Technology 4.0 $103.0 NEW $25.75 +7.9%
1435 GABELLI EQUITY TR INC 2,880.0 $103.0 NEW $0.04
1436 SHOO MADDEN STEVEN LTD Consumer Cyclical 3.0 $102.0 NEW $34.00 +36.3%
1437 FG F&G ANNUITIES & LIFE INC Financial Services 4.0 $101.0 $25.25 -10.1%
1438 LBRDK LIBERTY BROADBAND CORP Communication Services 2.0 $101.0 NEW $50.50 -28.7%
1439 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 3.0 $101.0 NEW $33.67 -3.7%
1440 HLNE HAMILTON LANE INC Financial Services 1.0 $99.0 NEW $99.00 +6.2%
Page 72 of 79  ·  1,563 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 22.6%
Financial Services 16.1%
Industrials 13.6%
Healthcare 13.4%
Consumer Defensive 7.8%
Consumer Cyclical 7.1%
Utilities 6.4%
Energy 6.0%
Communication Services 3.7%
Basic Materials 2.8%