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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $427M AUM 1,786 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1001 New 94 Added 286 Reduced 1019 Exited
Page 18 of 51  ·  1,001 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MADELIA MINN IN 4.125 48GO UTX DUE 02/01/48OID 75,000.0 $74K 0.02% NEW $0.99
342 MINNESOTA ST 5 36GO UTX DUE 08/01/36 65,000.0 $74K 0.02% NEW $1.14
343 SCHWAB AMT TAX-FREE MONEY INV 73,137.0 $73K 0.02% NEW $1.00
344 US TREASURY 6.62502/27UST BOND DUE 02/15/27 72,000.0 $73K 0.02% NEW $1.01
345 HONEYWELL AEROSPACE INC 329.0 $73K 0.02% NEW $221.08
346 ITASCA CNTY MINN 4 30GO UTX DUE 02/01/30 70,000.0 $73K 0.02% NEW $1.04
347 STEWARTVILLE MINN I 4 30GO UTX DUE 02/01/30 70,000.0 $72K 0.02% NEW $1.04
348 SAFRA NTNL BANK 3.65 26CD FDIC INS DUE 11/13/26US 72,000.0 $72K 0.02% NEW $1.00
349 SCOTT CNTY MINN 4 34GO UTX DUE 12/01/34 70,000.0 $71K 0.02% NEW $1.02
350 TODD MORRISON & STE 4 39GO UTX DUE 02/01/39 70,000.0 $71K 0.02% NEW $1.01
351 CASS LAKE MINN INDP 5 37GO UTX DUE 02/01/37 65,000.0 $70K 0.02% NEW $1.08
352 US TREASURY 2.5 02/45UST BOND DUE 02/15/45 100,000.0 $70K 0.02% NEW $0.70
353 BANK OF AMERICA, 3.75 26CD FDIC INS DUE 08/25/26US 69,000.0 $69K 0.02% NEW $1.00
354 PARKWAY BANK AND 3.75 26CD FDIC INS DUE 08/26/26US 69,000.0 $69K 0.02% NEW $1.00
355 NOMURA SCIENCE AND TECHNOLOGY Y 671.0 $68K 0.02% NEW $101.67
356 YELLOW MEDICINE 4.25 55GO UTX DUE 02/01/55OID 70,000.0 $68K 0.02% NEW $0.97
357 HARTFORD SMALL CAP GROWTH I 1,259.0 $68K 0.02% NEW $53.73
358 STILLWATER MINN IND 5 28GO UTX DUE 02/01/28 65,000.0 $68K 0.02% NEW $1.04
359 ST CLOUD MINN 5 28GO UTX DUE 02/01/28 65,000.0 $68K 0.02% NEW $1.04
360 FIDELITY GROWTH STRATEGIES 847.0 $67K 0.02% NEW $79.08
Page 18 of 51  ·  1,001 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 22.5%
Financial Services 16.9%
Industrials 15.5%
Healthcare 15.0%
Consumer Defensive 8.0%
Utilities 6.7%
Consumer Cyclical 5.8%
Communication Services 3.3%
Energy 3.2%
Basic Materials 2.6%