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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 38 of 51  ·  1,001 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 POLK CNTY IOWA 5 42GO UTX DUE 06/01/42AMT 10,000.0 $11K 0.00% NEW $1.05
742 EUSA ISHARES INC 92.0 $11K 0.00% NEW $114.18 +3.7%
743 FIDELITY FOCUSED STOCK 208.0 $10K 0.00% NEW $50.48
744 ARAPAHOE CNTY COL 5.5 43GO UTX DUE 12/01/43 10,000.0 $10K 0.00% NEW $1.05
745 MASSACHUSETTS ST 5 52GO UTX DUE 10/01/52 10,000.0 $10K 0.00% NEW $1.04
746 THE CIGNA GROUP 6.125 41 DUE 11/15/41 10,000.0 $10K 0.00% NEW $1.04
747 JEFFERSON CNTY KA 5.5 48GO UTX DUE 09/01/48 10,000.0 $10K 0.00% NEW $1.04
748 LORAIN CNTY OHIO 5 49GO LTX DUE 12/01/49 10,000.0 $10K 0.00% NEW $1.04
749 PIKE ROAD ALA 5 52GO UTX DUE 03/01/52 10,000.0 $10K 0.00% NEW $1.04
750 CORALVILLE IOWA 5 44GO UTX DUE 06/01/44 10,000.0 $10K 0.00% NEW $1.04
751 BANK OF AMERICA C 6.8 28 DUE 03/15/28 10,000.0 $10K 0.00% NEW $1.04
752 NEWFOLDEN MINN IN 4.5 42GO UTX DUE 02/01/42OID 10,000.0 $10K 0.00% NEW $1.04
753 HAWAII ST 5 31GO UTX DUE 01/01/31 10,000.0 $10K 0.00% NEW $1.03
754 LA CROSSE WIS 4 36GO UTX DUE 03/01/36 10,000.0 $10K 0.00% NEW $1.03
755 WHITMAN CNTY WASH P 5 53GO UTX DUE 12/01/53OID 10,000.0 $10K 0.00% NEW $1.03
756 FRONTIER FLORIDA 6.86 28 DUE 02/01/28 10,000.0 $10K 0.00% NEW $1.03
757 COLLIN CNTY TEX MUN 5 40GO UTX DUE 09/01/40OID 10,000.0 $10K 0.00% NEW $1.03
758 GLOBE LIFE INC. 5.85 34 DUE 09/15/34 10,000.0 $10K 0.00% NEW $1.03
759 ERLANGER-ELSMERE KY 5 50GO UTX DUE 06/01/50 10,000.0 $10K 0.00% NEW $1.03
760 SARALAND ALA 5 53GO UTX DUE 10/01/53OID 10,000.0 $10K 0.00% NEW $1.03
Page 38 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%