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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 12 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NORTHFIELD MINN IND 4 46GO UTX DUE 02/01/46OID 200,000.0 $199K 0.05% NEW $0.99
222 US TREASUR NT 3.5 09/26UST NOTE DUE 09/30/26 199,000.0 $199K 0.05% NEW $1.00
223 NORTHWEST WILLIAMSO 4 41GO UTX DUE 08/15/41OID 200,000.0 $198K 0.05% NEW $0.99
224 DENTON CNTY TEX 4 45GO LTX DUE 07/15/45OID 200,000.0 $198K 0.05% NEW $0.99
225 BLCR BLACKROCK ETF TRUST 3,925.0 $198K 0.05% NEW $50.37 -2.5%
226 FORT BEND CNTY TEX 4 41GO UTX DUE 09/01/41OID 200,000.0 $197K 0.05% NEW $0.99
227 CHANHASSEN MINN 4 47GO UTX DUE 02/01/47 200,000.0 $197K 0.05% NEW $0.99
228 VB VANGUARD INDEX FDS 649.0 $197K 0.05% $303.43 +0.4%
229 FAIRMONT MINN INDPT 4 42GO UTX DUE 02/01/42OID 200,000.0 $196K 0.05% NEW $0.98
230 LA PORTE TEX INDPT 4 45GO UTX DUE 02/15/45OID 200,000.0 $196K 0.05% NEW $0.98
231 YELLOW MEDICINE 4.125 50GO UTX DUE 02/01/50OID 205,000.0 $196K 0.05% NEW $0.96
232 WASHBURN WIS 4 42GO UTX DUE 06/01/42 200,000.0 $195K 0.05% NEW $0.97
233 SOUTH WASHINGTON CN 5 30GO UTX DUE 02/01/30 180,000.0 $195K 0.05% NEW $1.08
234 COLONY MUN UTIL DIS 4 42GO UTX DUE 08/15/42OID 200,000.0 $193K 0.04% NEW $0.97
235 COLUMBIA TENN 4 50GO UTX DUE 12/01/50OID 200,000.0 $193K 0.04% NEW $0.97
236 METROPOLITAN COUNCI 5 31DB UTX DUE 03/01/31 175,000.0 $193K 0.04% NEW $1.10
237 INTC INTEL CORP Technology 1,377.0 $192K 0.04% -145.0 -9.5% $139.57 -35.3%
238 ST CLAIR CNTY AL 4.2553GO LTX DUE 02/01/53OID 200,000.0 $190K 0.04% NEW $0.95
239 PG PROCTER & GAMBLE CO Consumer Defensive 1,293.0 $190K 0.04% -128.0 -9.0% $146.63 -1.1%
240 WILLOW PT MUN UTIL 4 46GO UTX DUE 09/01/46OID 200,000.0 $189K 0.04% NEW $0.95
Page 12 of 78  ·  1,545 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%