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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 17 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DNP DNP SELECT INCOME FD INC Financial Services 12,211.0 $132K 0.03% $10.79 +0.8%
322 COLUMBIA DIVIDEND INCOME FUND S 3,322.0 $132K 0.03% NEW $39.64
323 XOM EXXON MOBIL CORP Energy 959.0 $131K 0.03% -3K -74.2% $136.76 +20.7%
324 STILLWATER MINN IND 5 38GO UTX DUE 02/01/38 120,000.0 $130K 0.03% NEW $1.09
325 BELGRADE BROOTEN EL 4 27GO UTX DUE 02/01/27 130,000.0 $130K 0.03% NEW $1.00
326 GLW CORNING INC Technology 506.0 $129K 0.03% -48.0 -8.7% $255.65 -41.4%
327 CONROE TEX INDPT SC 4 47GO UTX DUE 02/15/47 135,000.0 $129K 0.03% NEW $0.96
328 US TREASU NT 1.125 10/26UST NOTE DUE 10/31/26 129,000.0 $128K 0.03% NEW $0.99
329 NEW RICHLAND MINN I 4 32GO UTX DUE 02/01/32 120,000.0 $127K 0.03% NEW $1.06
330 RIB LAKE WIS SCH 4.25 42GO UTX DUE 03/01/42OID 125,000.0 $126K 0.03% NEW $1.01
331 HD HOME DEPOT INC Consumer Cyclical 358.0 $126K 0.03% -28.0 -7.2% $352.68 -4.8%
332 MO ALTRIA GROUP INC Consumer Defensive 1,734.0 $125K 0.03% -112.0 -6.1% $71.95 -8.1%
333 BUFFALO MINN INDPT 4 44GO UTX DUE 02/01/44 125,000.0 $124K 0.03% NEW $0.99
334 MINNESOTA ST 5 27GO UTX DUE 10/01/27 120,000.0 $124K 0.03% NEW $1.03
335 DETROIT LAKES MINN 4 40GO UTX DUE 02/01/40 120,000.0 $122K 0.03% NEW $1.02
336 GROWTH POOL 1,375.0 $122K 0.03% NEW $88.54
337 BAXTER MINN 5 27DB UTX DUE 02/01/27 120,000.0 $122K 0.03% NEW $1.01
338 MINNESOTA ST 5 28GO UTX DUE 08/01/28 115,000.0 $121K 0.03% NEW $1.05
339 MONTEVIDEO MINN IND 4 42GO UTX DUE 02/01/42 120,000.0 $121K 0.03% NEW $1.01
340 BANK OF AMERICA, 3.8 26CD FDIC INS DUE 07/22/26US 120,000.0 $120K 0.03% NEW $1.00
Page 17 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%