Vermillion Wealth Management, Inc.
Filing Date
Global Rank
#6,844
/ 8,603
▲ 228
· as of Mar 2026
Top Industry
Insurance - Diversified
16.2%
3Y Alpha vs SPY
-1.2%
Period ended 3 months ago
Filed Apr 17, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.0%
SPY
+24.0%
Annualised alpha
-1.4%
Max drawdown
−13.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1,337 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.3%
−2.8 pts
Top 5
39.3%
−1.1 pts
Top 10
53.2%
−0.3 pts
HHI
450
Diversified−76
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 23.0% | $11,279,229 |
| Healthcare | 17.7% | $8,698,601 |
| Technology | 17.4% | $8,528,865 |
| Industrials | 11.3% | $5,542,197 |
| Consumer Defensive | 6.1% | $3,015,579 |
| Consumer Cyclical | 5.5% | $2,693,022 |
| Unclassified | 5.3% | $2,620,165 |
| Utilities | 4.3% | $2,095,561 |
| Energy | 3.8% | $1,846,716 |
| Communication Services | 3.0% | $1,488,106 |
| Basic Materials | 2.2% | $1,078,174 |
| Real Estate | 0.4% | $200,241 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UNH | Unitedhealth Group Inc | +9,007 | 13,081 | $3,539,587 | |
| SOUN | Soundhound Ai, Inc. | +4,409 | 9,200 | $63,204 | |
| NVDA | Nvidia Corp | +1,280 | 13,793 | $2,405,499 | |
| ACHR | Archer Aviation Inc. | +1,000 | 1,525 | $7,884 | |
| AMZN | Amazon Com Inc | +839 | 6,182 | $1,287,525 | |
| WMT | Walmart Inc. | +789 | 8,417 | $1,046,064 | |
| AAPL | Apple Inc. | +737 | 10,846 | $2,752,606 | |
| APLD | Applied Digital Corp. | +583 | 2,563 | $60,845 | |
| T | At&T Inc. | +538 | 4,081 | $118,308 | |
| OKLO | Oklo Inc. | +500 | 3,500 | $173,565 | |
| SMMT | Summit Therapeutics Inc. | +496 | 1,000 | $18,960 | |
| CAG | Conagra Brands Inc. | +465 | 9,674 | $152,075 | |
| DNN | Denison Mines Corp. | +457 | 1,500 | $5,295 | |
| BAC | Bank Of America Corp /De/ | +438 | 658 | $32,077 | |
| MSFT | Microsoft Corp | +437 | 2,400 | $888,408 | |
| FAST | Fastenal Co | +397 | 7,054 | $327,305 | |
| GOOGL | Alphabet Inc. | +390 | 1,902 | $546,939 | |
| PFE | Pfizer Inc | +382 | 2,352 | $66,044 | |
| HRL | Hormel Foods Corp /De/ | +359 | 26,303 | $595,762 | |
| CVX | Chevron Corp | +344 | 2,652 | $548,698 | |
| IREN | IREN Ltd | +328 | 2,049 | $70,239 | |
| INTC | Intel Corp | +324 | 1,522 | $67,165 | |
| VZ | Verizon Communications Inc | +302 | 2,136 | $107,227 | |
| NMS | Nuveen Minnesota Quality Municipal Income Fund | +301 | 18,517 | $225,722 | |
| F | Ford Motor Co | +284 | 646 | $7,454 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OXY | Occidental Petroleum Corp /De/ | −17,605 | 471 | $30,615 | |
| ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | −2,000 | 747 | $6,558 | |
| AVXL | Anavex Life Sciences Corp. | −1,177 | 2,000 | $6,140 | |
| TTD | Trade Desk, Inc. | −998 | 252 | $5,717 | |
| SOFI | SoFi Technologies, Inc. | −972 | 28 | $444 | |
| RVPH | Reviva Pharmaceuticals Holdings, Inc. | −950 | 50 | $36 | |
| MARA | MARA Holdings, Inc. | −775 | 12 | $97 | |
| BRK-B | Berkshire Hathaway Inc | −602 | 15,703 | $7,524,877 | |
| TGTX | Tg Therapeutics, Inc. | −500 | 500 | $16,610 | |
| WHR | Whirlpool Corp /De/ | −416 | 2,223 | $119,864 | |
| BBAI | BigBear.ai Holdings, Inc. | −278 | 250 | $880 | |
| APG | APi Group Corp | −220 | 190 | $7,698 | |
| WULF | Terawulf Inc. | −178 | 2,417 | $34,877 | |
| CTRA | Coterra Energy Inc. | −147 | 53 | $1,862 | |
| WY | Weyerhaeuser Co | −127 | 4,981 | $121,685 | |
| CIFR | Cipher Digital Inc. | −119 | 918 | $11,814 | |
| Q | Qnity Electronics, Inc. | −100 | 185 | $21,345 | |
| SMR | NUSCALE POWER Corp | −98 | 300 | $3,252 | |
| RGTI | Rigetti Computing, Inc. | −93 | 1,000 | $14,040 | |
| COST | Costco Wholesale Corp /New | −90 | 449 | $447,397 | |
| SOLS | Solstice Advanced Materials Inc. | −88 | 117 | $8,910 | |
| CDNS | Cadence Design Systems Inc | −87 | 30 | $8,336 | |
| PANW | Palo Alto Networks Inc | −85 | 274 | $43,927 | |
| AGI | Alamos Gold Inc | −54 | 196 | $8,708 | |
| RVT | Royce Small-Cap Trust, Inc. | −53 | 2,376 | $39,441 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CAH | Cardinal Health Inc | 213 | $45,009 | |
| LRCX | Lam Research Corp | 122 | $26,066 | |
| SWMR | Swarmer, Inc | 500 | $23,600 | |
| APH | Amphenol Corp /De/ | 103 | $13,014 | |
| TJX | Tjx Companies Inc /De/ | 78 | $12,456 | |
| MS | Morgan Stanley | 66 | $10,861 | |
| WES | Western Midstream Partners, LP | 246 | $10,127 | |
| TMO | Thermo Fisher Scientific Inc. | 19 | $9,339 | |
| SNDK | Sandisk Corp | 14 | $8,894 | |
| CB | Chubb Ltd | 26 | $8,474 | |
| DHR | Danaher Corp /De/ | 43 | $8,152 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | 18 | $8,037 | |
| SYK | Stryker Corp | 23 | $7,557 | |
| CMCSA | Comcast Corp | 253 | $7,263 | |
| ONDS | Ondas Inc. | 796 | $7,195 | |
| PH | Parker-Hannifin Corp | 8 | $7,161 | |
| BABA | Alibaba Group Holding Ltd | 57 | $7,151 | |
| SPGI | S&P Global Inc. | 17 | $6,840 | |
| CME | Cme Group Inc. | 23 | $6,793 | |
| AZN | Astrazeneca PLC | 34 | $6,705 | |
| REGN | Regeneron Pharmaceuticals, Inc. | 8 | $6,181 | |
| CSX | Csx Corp | 149 | $6,116 | |
| SHW | Sherwin Williams Co | 19 | $6,090 | |
| KR | Kroger Co | 84 | $6,078 | |
| PGR | Progressive Corp/Oh/ | 30 | $5,947 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DBA | Invesco Db Agriculture Fund | 2,135 | $54,485 | |
| ZVRA | Zevra Therapeutics, Inc. | 1,500 | $13,440 | |
| BPRE | Bluerock Private Real Estate Fund | 893 | $13,395 | |
| NIO | NIO Inc. | 2,000 | $10,200 | |
| FPI | Farmland Partners Inc. | 1,000 | $9,690 | |
| SEZL | Sezzle Inc. | 62 | $3,935 | |
| EXAS | EXACT SCIENCES CORP | 38 | $3,859 | |
| PLAB | Photronics Inc | 100 | $3,200 | |
| BTQ | BTQ Technologies Corp. | 547 | $2,800 | |
| PL | Planet Labs PBC | 46 | $907 | |
| FTRE | Fortrea Holdings Inc. | 42 | $724 | |
| LAES | SEALSQ Corp | 40 | $151 | |
| RZLV | Rezolve Ai PLC | 57 | $146 | |
| TPB | Turning Point Brands, Inc. | 1 | $108 | |
| HNST | Honest Company, Inc. | 8 | $20 | |
| NMTC | NEUROONE MEDICAL TECHNOLOGIES Corp | 3 | $13 | |
| LAZRQ | Luminar Technologies, Inc./DE | 16 | $1 | |
| No positions match the current search. | ||||
1,337 positions ·
$49,086,456 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,337 positions by value
· page 1 of 27
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 15,703 | $7,524,877 | 15.33% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 13,081 | $3,539,587 | 7.21% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,351 | $3,082,149 | 6.28% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,846 | $2,752,606 | 5.61% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 13,793 | $2,405,499 | 4.90% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 2,921 | $2,069,411 | 4.22% | |
| XEL |
Xcel Energy Inc
Utilities
|
Added | 16,293 | $1,294,315 | 2.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,182 | $1,287,525 | 2.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,717 | $1,116,633 | 2.27% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 8,417 | $1,046,064 | 2.13% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,400 | $888,408 | 1.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,011 | $747,589 | 1.52% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 8,521 | $678,356 | 1.38% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
Added | 26,303 | $595,762 | 1.21% | |
| DE |
Deere & Co
Industrials
|
Added | 1,043 | $587,521 | 1.20% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,652 | $548,698 | 1.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,902 | $546,939 | 1.11% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 1,774 | $471,919 | 0.96% | |
| GLDM |
World Gold Trust
|
Held | 4,942 | $458,073 | 0.93% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 798 | $456,559 | 0.93% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 449 | $447,397 | 0.91% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,508 | $368,951 | 0.75% | |
| GLD |
Spdr Gold Trust
|
Added | 850 | $365,746 | 0.75% | |
| BA |
Boeing Co
Industrials
|
Added | 1,802 | $358,652 | 0.73% | |
| COP |
Conocophillips
Energy
|
Added | 2,482 | $327,624 | 0.67% | |
| FAST |
Fastenal Co
Industrials
|
Added | 7,054 | $327,305 | 0.67% | |
| USB |
US Bancorp De
Financial Services
|
Added | 6,281 | $326,674 | 0.67% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 373 | $325,591 | 0.66% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 1,045 | $304,805 | 0.62% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 3,483 | $301,801 | 0.61% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 521 | $300,710 | 0.61% | |
| SO |
Southern Co
Utilities
|
Added | 3,096 | $298,825 | 0.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 997 | $293,277 | 0.60% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,194 | $291,861 | 0.59% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 476 | $287,689 | 0.59% | |
| V |
Visa Inc.
Financial Services
|
Added | 946 | $285,919 | 0.58% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 272 | $230,109 | 0.47% | |
| NMS |
Nuveen Minnesota Quality Municipal Income Fund
Financial Services
|
Added | 18,517 | $225,722 | 0.46% | |
| C |
Citigroup Inc
Financial Services
|
Added | 1,900 | $215,479 | 0.44% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,421 | $205,249 | 0.42% | |
| WM |
Waste Management Inc
Industrials
|
Added | 820 | $188,427 | 0.38% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 4,868 | $184,205 | 0.38% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 1,499 | $180,314 | 0.37% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 816 | $177,471 | 0.36% | |
| OKLO |
Oklo Inc.
Utilities
|
Added | 3,500 | $173,565 | 0.35% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 509 | $172,016 | 0.35% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 1,109 | $162,224 | 0.33% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 647 | $156,975 | 0.32% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 502 | $155,374 | 0.32% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Added | 9,674 | $152,075 | 0.31% |