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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 35 of 51  ·  1,001 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FIRST FOUNDATION BA 5 27CD FDIC INS DUE 04/13/27US 15,000.0 $15K 0.00% NEW $1.01
682 MANITOWOC WIS 4 40GO UTX DUE 02/01/40 15,000.0 $15K 0.00% NEW $1.01
683 FEDEX FGHT HLDG CO INC 100.0 $15K 0.00% NEW $151.00
684 HENNEPIN CNTY MINN 5 39GO UTX DUE 12/01/39 15,000.0 $15K 0.00% NEW $1.01
685 HOWARDS GROVE WIS S 4 43GO UTX DUE 04/01/43OID 15,000.0 $15K 0.00% NEW $1.00
686 US TREASU NT 4.625 11/26UST NOTE DUE 11/15/26 15,000.0 $15K 0.00% NEW $1.00
687 WISCONSIN ST HEALTH 5 36SYST HLTH DUE 11/15/36XTRO 15,000.0 $15K 0.00% NEW $1.00
688 US TREASU NT 4.375 05/34UST NOTE DUE 05/15/34 15,000.0 $15K 0.00% NEW $1.00
689 READING OHIO CMNTY 5 46GO UTX DUE 11/01/46 15,000.0 $15K 0.00% NEW $1.00
690 SIOUX FALLS S D 3.25 30EXCISE TAX DUE 11/15/30OID 15,000.0 $15K 0.00% NEW $1.00
691 US TREASUR NT 4 02/28UST NOTE DUE 02/29/28 15,000.0 $15K 0.00% NEW $1.00
692 WALMART INC. 3.95 27 DUE 09/09/27 15,000.0 $15K 0.00% NEW $1.00
693 INVESTMENT MANAGERS SER TR I 722.0 $15K 0.00% NEW $20.66
694 ALLIANCE BANK CEN 3.9 28CD FDIC INS DUE 12/15/28US 15,000.0 $15K 0.00% NEW $0.99
695 WISCONSIN RAPIDS 1.7 32GO UTX DUE 04/01/32OID 15,000.0 $15K 0.00% NEW $0.98
696 RAINBOW CITY AL 4.375 53GO UTX DUE 01/01/53OID 15,000.0 $15K 0.00% NEW $0.98
697 MFS MID CAP GROWTH I 483.0 $15K 0.00% NEW $30.15
698 SCHWAB SMALL-CAP EQUITY 557.0 $15K 0.00% NEW $26.11
699 NORTHPORT ALA 4.25 53GO UTX DUE 04/01/53OID 15,000.0 $14K 0.00% NEW $0.96
700 ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS 279.0 $14K 0.00% NEW $51.35
Page 35 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%