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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 9 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ISHARES TR 1,746.0 $81K 0.03% $46.22
162 LQD ISHARES TR 705.0 $77K 0.03% +4.0 +0.6% $108.93 -0.1%
163 CRWD CROWDSTRIKE HLDGS INC Technology 194.0 $76K 0.03% +18.0 +10.2% $390.41 +74.9%
164 GLW CORNING INC Technology 554.0 $75K 0.03% +149.0 +36.8% $135.99 +29.0%
165 VCSH VANGUARD SCOTTSDALE FDS 910.0 $72K 0.03% -73.0 -7.4% $79.31 -0.8%
166 COHEN & STEERS LTD DURATION 3,538.0 $71K 0.03% $19.97
167 IREN IREN LIMITED Financial Services 2,049.0 $70K 0.03% +328.0 +19.1% $34.28 +69.5%
168 VCIT VANGUARD SCOTTSDALE FDS 844.0 $70K 0.03% -13.0 -1.5% $82.70 -0.6%
169 ED CONSOLIDATED EDISON INC Utilities 615.0 $70K 0.03% +28.0 +4.8% $113.23 -5.5%
170 IBM INTERNATIONAL BUSINESS MACHS Technology 286.0 $69K 0.03% +60.0 +26.6% $242.43 +8.2%
171 SHEL SHELL PLC Energy 737.0 $69K 0.03% +5.0 +0.7% $92.98 -13.5%
172 QUAL ISHARES TR 357.0 $68K 0.03% -100.0 -21.9% $191.87 +11.8%
173 WMB WILLIAMS COS INC Energy 935.0 $68K 0.03% +89.0 +10.5% $72.75 -1.8%
174 INTC INTEL CORP Technology 1,522.0 $67K 0.03% +324.0 +27.1% $44.14 +174.3%
175 VST VISTRA CORP Utilities 443.0 $67K 0.03% +12.0 +2.8% $150.33 +5.5%
176 PFE PFIZER INC Healthcare 2,352.0 $66K 0.03% +382.0 +19.4% $28.08 -7.7%
177 LIN LINDE PLC Basic Materials 133.0 $66K 0.03% +33.0 +33.0% $495.76 +4.1%
178 SPYM SPDR SERIES TRUST 859.0 $66K 0.03% $76.54 +13.7%
179 CGW INVESCO EXCH TRADED FD TR II 1,025.0 $66K 0.03% $63.96 -1.8%
180 TGT TARGET CORP Consumer Defensive 541.0 $66K 0.03% +32.0 +6.3% $121.16 +5.5%
Page 9 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%