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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
Q1 2026 Q4 2025 · All 962 New 300 Added 91 Reduced 22 Exited
Page 8 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VZ VERIZON COMMUNICATIONS INC Communication Services 2,136.0 $107K 0.04% +302.0 +16.5% $50.21 -8.7%
142 MMM 3M CO Industrials 733.0 $106K 0.04% +33.0 +4.7% $145.20 +9.7%
143 FNDE SCHWAB STRATEGIC TR 2,772.0 $106K 0.04% -1K -28.4% $38.26 +6.2%
144 CNI CANADIAN NATL RY CO Industrials 1,000.0 $103K 0.04% $102.77 +10.9%
145 IJH ISHARES TR 1,505.0 $102K 0.04% +88.0 +6.2% $67.51 +11.1%
146 BSV VANGUARD BD INDEX FDS 1,269.0 $99K 0.04% +225.0 +21.6% $78.41 -1.0%
147 RSP INVESCO EXCHANGE TRADED FD T 513.0 $99K 0.04% +17.0 +3.4% $192.05 +8.8%
148 VBK VANGUARD INDEX FDS 319.0 $97K 0.04% -47.0 -12.8% $302.65 +15.7%
149 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 244.0 $96K 0.04% +17.0 +7.5% $391.76 +172.1%
150 KKR KKR & CO INC Financial Services 1,019.0 $94K 0.04% +12.0 +1.2% $92.50 +5.0%
151 NOBL PROSHARES TR 886.0 $94K 0.04% $106.00 -48.2%
152 AXP AMERICAN EXPRESS CO Financial Services 307.0 $93K 0.04% +38.0 +14.1% $302.39 +12.6%
153 NSC NORFOLK SOUTHN CORP Industrials 313.0 $90K 0.04% +13.0 +4.3% $287.00 +4.7%
154 IBB ISHARES TR 531.0 $90K 0.04% $168.95 +2.7%
155 PFF ISHARES TR 2,879.0 $87K 0.03% +18.0 +0.6% $30.32 +2.5%
156 VTC VANGUARD SCOTTSDALE FDS 1,127.0 $87K 0.03% +9.0 +0.8% $76.83 -0.3%
157 SLV ISHARES SILVER TR Financial Services 1,253.0 $85K 0.03% $68.14 -11.1%
158 CSCO CISCO SYS INC Technology 1,049.0 $81K 0.03% +267.0 +34.1% $77.61 +51.2%
159 VDC VANGUARD WORLD FD 361.0 $81K 0.03% -131.0 -26.6% $224.66 +1.0%
160 NFLX NETFLIX INC. Communication Services 841.0 $81K 0.03% +141.0 +20.1% $96.15 -20.0%
Page 8 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 22.3%
Financial Services 16.2%
Industrials 13.4%
Healthcare 13.2%
Consumer Defensive 7.7%
Consumer Cyclical 7.0%
Energy 6.4%
Utilities 6.3%
Communication Services 4.3%
Basic Materials 2.7%