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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 41 of 51  ·  1,001 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 AETNA INC. 7.625 26 DUE 08/15/26 10,000.0 $10K 0.00% NEW $1.00
802 RIVER FALLS WIS 4 43GO UTX DUE 09/01/43OID 10,000.0 $10K 0.00% NEW $1.00
803 COLORADO HEALTH F 4.5 38CCRC HLTH DUE 09/15/38OID XTRO 10,000.0 $10K 0.00% NEW $1.00
804 FREEDOM WIS ARE 4.375 45GO UTX DUE 03/01/45OID 10,000.0 $10K 0.00% NEW $1.00
805 MOUNDS VIEW MINN IN 4 43GO UTX DUE 02/01/43 10,000.0 $10K 0.00% NEW $1.00
806 PATTERSON-UTI EN 5.15 29 DUE 11/15/29 10,000.0 $10K 0.00% NEW $1.00
807 US TREASU NT 4.125 02/27UST NOTE DUE 02/15/27 10,000.0 $10K 0.00% NEW $1.00
808 CHEATHAM CNTY TE 4.25 46GO UTX DUE 12/01/46OID 10,000.0 $10K 0.00% NEW $1.00
809 SOUTH CAROLINA ST P 5 50COMB UTIL DUE 12/01/50 10,000.0 $10K 0.00% NEW $1.00
810 FORT BEND CNTY 3.625 36GO UTX DUE 09/01/36OID 10,000.0 $10K 0.00% NEW $1.00
811 NEKOOSA WIS SCH D 3.5 33GO UTX DUE 03/01/33OID 10,000.0 $10K 0.00% NEW $1.00
812 PUBLIC FIN AUTH WIS 4 35SYST HLTH DUE 06/01/35XTRO 10,000.0 $10K 0.00% NEW $1.00
813 WPPI ENERGY WIS 3.12 37 CALLED @100 EFF: 07/01/2026 10,000.0 $10K 0.00% NEW $1.00
814 NELNET BANK 3.85 26CD FDIC INS DUE 10/13/26US 10,000.0 $10K 0.00% NEW $1.00
815 HOBART WIS 4 41GO UTX DUE 03/01/41OID 10,000.0 $10K 0.00% NEW $1.00
816 THE GOLDMAN SACHS G 6 37 DUE 01/30/37 10,000.0 $10K 0.00% NEW $1.00
817 WELLS FARGO BANK 3.95 27CD FDIC INS DUE 04/20/27US 10,000.0 $10K 0.00% NEW $1.00
818 WISCONSIN ST HEALTH 4 38SYST HLTH DUE 08/15/38OID XTRO 10,000.0 $10K 0.00% NEW $1.00
819 HARRIS-WALLER CNTY 4 41GO UTX DUE 09/01/41OID 10,000.0 $10K 0.00% NEW $1.00
820 BEACON PT MET D 4.125 44GO UTX DUE 12/01/44OID ASSURED GUARANTY COR 10,000.0 $10K 0.00% NEW $1.00
Page 41 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%