Vermillion Wealth Management, Inc.
Top Portfolio Positions
1,335 positions ·
$49,777,382 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
15,703 | $7,524,877 | 15.12% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
13,081 | $3,539,587 | 7.11% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,351 | $3,082,149 | 6.19% | |
| AAPL |
Apple Inc.
Technology
|
10,846 | $2,752,606 | 5.53% | |
| NVDA |
Nvidia Corp
Technology
|
13,793 | $2,405,499 | 4.83% | |
| CAT |
Caterpillar Inc
Industrials
|
2,921 | $2,069,411 | 4.16% | |
| XEL |
Xcel Energy Inc
Utilities
|
16,293 | $1,294,315 | 2.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,182 | $1,287,525 | 2.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,717 | $1,116,633 | 2.24% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
8,417 | $1,046,064 | 2.10% |
Portfolio Trend
6 quarters · across all stocks
Holdings in EFX
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,402 | 30 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,424 | 25 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,413 | 25 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,484 | 25 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,089 | 25 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $6,371 | 25 | Shares | Sole | 2025-02-21 | |
| No 13F history on record for this holder in this stock. | ||||||