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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 14 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IWM ISHARES TR 589.0 $177K 0.04% $300.68 -0.2%
262 WM WASTE MGMT INC DEL Industrials 794.0 $177K 0.04% -26.0 -3.2% $222.85 +0.5%
263 UNP UNION PAC CORP Industrials 650.0 $177K 0.04% $272.00 +13.3%
264 VICTORIA TEX UTIL S 5 26WRSR UTIL DUE 12/01/26 175,000.0 $177K 0.04% NEW $1.01
265 BRIDGEWATER BANK 3.95 26CD FDIC INS DUE 09/14/26US 176,000.0 $176K 0.04% NEW $1.00
266 JOHNSTON IOWA 4 41GO UTX DUE 06/01/41 175,000.0 $176K 0.04% NEW $1.00
267 MRK MERCK & CO INC Healthcare 1,359.0 $175K 0.04% -140.0 -9.3% $128.53 +18.7%
268 BA BOEING CO Industrials 806.0 $175K 0.04% -996.0 -55.3% $216.50 -1.1%
269 ABBV ABBVIE INC Healthcare 692.0 $174K 0.04% -124.0 -15.2% $251.64 +5.3%
270 QQQM INVESCO EXCH TRADED FD TR II 572.0 $173K 0.04% +17.0 +3.1% $302.99 -3.0%
271 METROPOLITAN COUNCI 5 32GO UTX DUE 03/01/32 150,000.0 $168K 0.04% NEW $1.12
272 HENNEPIN CNTY MINN 5 40GO UTX DUE 12/01/40 150,000.0 $168K 0.04% NEW $1.12
273 LAKEVILLE MINN INDP 5 32GO UTX DUE 02/01/32 150,000.0 $167K 0.04% NEW $1.11
274 JPMORGAN EQUITY INCOME I 5,950.0 $165K 0.04% NEW $27.74
275 MINNESOTA ST 5 31GO UTX DUE 10/01/31 160,000.0 $165K 0.04% NEW $1.03
276 T. ROWE PRICE BLUE CHIP GROWTH I 764.0 $163K 0.04% NEW $213.22
277 LMT LOCKHEED MARTIN CORP Industrials 318.0 $162K 0.04% -158.0 -33.2% $508.82 +10.8%
278 COOK CNTY MINN 4.125 45GO UTX DUE 02/01/45OID 160,000.0 $161K 0.04% NEW $1.01
279 GOOG ALPHABET INC 444.0 $157K 0.04% -324.0 -42.2% $353.20
280 DFEM DIMENSIONAL ETF TRUST 3,832.0 $156K 0.04% +23.0 +0.6% $40.64 -1.7%
Page 14 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%