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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 25 of 51  ·  1,001 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 US TREASUR NT 4 10/29UST NOTE DUE 10/31/29 41,000.0 $41K 0.01% NEW $0.99
482 CONOCOPHILLIPS C 5.95 46 DUE 03/15/46 40,000.0 $41K 0.01% NEW $1.02
483 MANNING & NAPIER RAINIER INTL DISCV I 1,326.0 $41K 0.01% NEW $30.65
484 NEW ORLEANS LA 5 46GO UTX DUE 12/01/46 40,000.0 $41K 0.01% NEW $1.01
485 PETVIVO HLDGS INC EQUITYCLASS EQUITY 48,100.0 $40K 0.01% NEW $0.84
486 GREENWAY INDPT SCH 4 27GO UTX DUE 02/01/27 40,000.0 $40K 0.01% NEW $1.00
487 GOLDMAN SACHS BAN 3.6 26CD FDIC INS DUE 07/06/26US 40,000.0 $40K 0.01% NEW $1.00
488 CATHAY BANK 3.95 26CD FDIC INS DUE 12/18/26US 40,000.0 $40K 0.01% NEW $1.00
489 NORTHEAST BANK 3.9 26CD FDIC INS DUE 10/23/26US 40,000.0 $40K 0.01% NEW $1.00
490 NORTHEAST BANK 3.75 26CD FDIC INS DUE 12/16/26US 40,000.0 $40K 0.01% NEW $1.00
491 META PLATFORMS, I 6.2 46 DUE 05/15/46 40,000.0 $40K 0.01% NEW $1.00
492 COMMERCIAL NATL B 3.9 27CD FDIC INS DUE 12/17/27US 40,000.0 $40K 0.01% NEW $0.99
493 MORGAN STANLEY B 3.75 28CD FDIC INS DUE 12/11/28US 40,000.0 $40K 0.01% NEW $0.99
494 MORGAN STANLEY B 3.85 29CD FDIC INS DUE 12/10/29US 40,000.0 $40K 0.01% NEW $0.99
495 AMERICAN FDS NEW PERSPECTIVE F-3 521.0 $39K 0.01% NEW $75.62
496 ALTRIA GROUP, IN 5.95 49 DUE 02/14/49 40,000.0 $39K 0.01% NEW $0.98
497 FRANKLIN MUTUAL GLOBAL DISCOVERY Z 1,204.0 $39K 0.01% NEW $32.46
498 ALLY BANK 3.95 26CD FDIC INS DUE 08/28/26US 39,000.0 $39K 0.01% NEW $1.00
499 AMERICAN FDS GLOBAL BALANCED F-3 919.0 $39K 0.01% NEW $42.22
500 DODGE & COX STOCK I 2,251.0 $38K 0.01% NEW $16.94
Page 25 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%