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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 19 of 51  ·  1,001 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WHITE BEAR LAKE MIN 4 28GO UTX DUE 02/01/28 65,000.0 $66K 0.02% NEW $1.02
362 ALGER MID CAP FOCUS Z 2,736.0 $66K 0.02% NEW $24.20
363 UBS BANK USA, NT 4.65 26CD FDIC INS DUE 07/17/26US 66,000.0 $66K 0.01% NEW $1.00
364 VANGUARD WELLINGTON INV 1,387.0 $65K 0.01% NEW $47.10
365 US TREASUR NT 4.5 11/33UST NOTE DUE 11/15/33 64,000.0 $65K 0.01% NEW $1.01
366 JPMORGAN CHASE B 4.15 29CD FDIC INS DUE 04/20/29US 65,000.0 $64K 0.01% NEW $0.99
367 SANTANDER BANK, 3.95 26CD FDIC INS DUE 08/28/26US 64,000.0 $64K 0.01% NEW $1.00
368 CONESTOGA SMALL CAP INVESTORS 894.0 $63K 0.01% NEW $70.86
369 AMERICAN FUNDS AMCAP R6 1,336.0 $62K 0.01% NEW $46.63
370 BAIRD CORE PLUS BOND INV 5,778.0 $62K 0.01% NEW $10.74
371 AMERICAN FDS CAPITAL WORLD GR&INC F-3 759.0 $62K 0.01% NEW $81.63
372 US TREASURY 5.375 02/31UST BOND DUE 02/15/31 59,000.0 $62K 0.01% NEW $1.05
373 US TREASU NT 4.125 11/32UST NOTE DUE 11/15/32 62,000.0 $61K 0.01% NEW $0.99
374 BRANDON-EVANSVILLE 4 35GO UTX DUE 02/01/35 60,000.0 $61K 0.01% NEW $1.02
375 VANGUARD EMERGING MKTS STOCK IDX ADM 1,240.0 $61K 0.01% NEW $49.54
376 US TREASUR NT 4 02/34UST NOTE DUE 02/15/34 62,000.0 $61K 0.01% NEW $0.98
377 BROWERVILLE MINN IN 4 43GO UTX DUE 02/01/43 60,000.0 $60K 0.01% NEW $1.01
378 TRANSAMERICA ASSET ALLOCATION MOD GR I 3,981.0 $60K 0.01% NEW $15.19
379 SOFI BANK, NTNL 3.95 26CD FDIC INS DUE 09/17/26US 60,000.0 $60K 0.01% NEW $1.00
380 BANK OF AMERICA, 3.9 26CD FDIC INS DUE 11/13/26US 60,000.0 $60K 0.01% NEW $1.00
Page 19 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%