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Portfolio (Quarterly) Guide ↗

Vermillion & White Wealth Management Group, LLC

· CIK 0001862443
13F Portfolio $184M AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 576 New
Page 24 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SM SM ENERGY CO Energy 173.0 $3K 0.00% NEW $18.70 +86.2%
462 CI THE CIGNA GROUP Healthcare 11.0 $3K 0.00% NEW $285.45 -1.2%
463 NOG NORTHERN OIL & GAS INC Energy 146.0 $3K 0.00% NEW $21.47 +10.0%
464 TEAM ATLASSIAN CORP CLASS A Technology 19.0 $3K 0.00% NEW $162.16 -46.8%
465 MP MP MATLS CORP CLASS CLASS A Basic Materials 60.0 $3K 0.00% NEW $50.52 +22.2%
466 KMB KIMBERLY CLARK CORP Consumer Defensive 204.0 $3K 0.00% NEW $14.83 +565.6%
467 APD AIR PRODS & CHEMS INC Basic Materials 124.0 $3K 0.00% NEW $23.90 +1114.0%
468 SPXL DIREXION DAILY S&P 500 BULL 3X ETF 13.0 $3K 0.00% NEW $220.62 +22.5%
469 PRGS PROGRESS SOFTWARE CORP Technology 65.0 $3K 0.00% NEW $42.95 -32.0%
470 CTRA COTERRA ENERGY INC Energy 104.0 $3K 0.00% NEW $26.32 +23.7%
471 FINW FINWISE BANCORP Financial Services 150.0 $3K 0.00% NEW $17.94 -22.2%
472 EMXC ISHARES MSCI EMERGING MARKETS ETF 37.0 $3K 0.00% NEW $72.68 +31.5%
473 IFRA ISHARES US INFRASTRUCTURE ETF 50.0 $3K 0.00% NEW $52.62 +15.0%
474 DOCS DOXIMITY INC CLASS A Healthcare 59.0 $3K 0.00% NEW $44.29 -56.2%
475 IHI ISHARES US MEDICAL DEVICES ETF 42.0 $3K 0.00% NEW $62.14 -18.7%
476 COHR COHERENT CORP Technology 14.0 $3K 0.00% NEW $184.57 +104.8%
477 FLOTEK INDS INC DEL 148.0 $3K 0.00% NEW $17.23
478 SFM SPROUTS FMRS MKT INC Consumer Defensive 32.0 $3K 0.00% NEW $79.66 +11.1%
479 ETON PHARMACEUTICALS INC 150.0 $3K 0.00% NEW $16.91
480 AOK ISHARES CORE 30 70 CON ALL ETF 63.0 $3K 0.00% NEW $40.13 +2.4%
Page 24 of 29  ·  576 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 36.5%
Financial Services 11.6%
Consumer Defensive 11.5%
Industrials 9.1%
Consumer Cyclical 8.4%
Healthcare 7.4%
Utilities 6.6%
Communication Services 4.4%
Basic Materials 2.1%
Energy 1.9%