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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 22 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CLARK CNTY NEV SCH 4 44GO LTX DUE 06/15/44OID 100,000.0 $97K 0.02% NEW $0.97
422 PARK RAPIDS MINN 3.5 39GO UTX DUE 02/01/39OID 100,000.0 $97K 0.02% NEW $0.97
423 TEXAS CITY TEX INDP 4 45GO UTX DUE 08/15/45 100,000.0 $97K 0.02% NEW $0.97
424 TAUNTON MASS 4 48GO LTX DUE 03/01/48OID 100,000.0 $97K 0.02% NEW $0.97
425 LAKE SHORE MICH PUB 4 46GO UTX DUE 11/01/46OID 100,000.0 $97K 0.02% NEW $0.97
426 CLIMAX-SCOTTS M 4.125 50GO UTX DUE 05/01/50OID 100,000.0 $96K 0.02% NEW $0.96
427 BARBERS HILL TEX 4.25 54GO UTX DUE 02/15/54OID 100,000.0 $96K 0.02% NEW $0.96
428 CYPRESS-FAIRBANKS T 4 48GO UTX DUE 02/15/48OID 100,000.0 $95K 0.02% NEW $0.95
429 NORFOLK MASS 4 50GO LTX DUE 04/01/50OID 100,000.0 $95K 0.02% NEW $0.95
430 THE GOLDMAN SACHS 5.1 40 DUE 11/13/40 100,000.0 $95K 0.02% NEW $0.95
431 HOPKINS MINN 4 30DB UTX DUE 02/01/30 95,000.0 $95K 0.02% NEW $1.00
432 FORT WORTH TEX INDP 4 49GO UTX DUE 02/15/49OID 100,000.0 $95K 0.02% NEW $0.95
433 NSC NORFOLK SOUTHN CORP Industrials 300.0 $94K 0.02% -13.0 -4.2% $314.59 +11.5%
434 BOWLING GREEN O 4.125 53GO UTX DUE 10/01/53OID 100,000.0 $94K 0.02% NEW $0.94
435 PINE TREE TEX INDPT 4 49GO UTX DUE 02/15/49OID 100,000.0 $94K 0.02% NEW $0.94
436 FORT BEND CNTY 4.125 48GO UTX DUE 09/01/48OID 100,000.0 $94K 0.02% NEW $0.94
437 SOUTH WASHINGTON CN 5 28GO UTX DUE 02/01/28 90,000.0 $93K 0.02% NEW $1.04
438 GONZALES TEX INDPT 4 49GO UTX DUE 08/01/49OID 100,000.0 $93K 0.02% NEW $0.93
439 ALVIN TEX INDPT SCH 4 51GO UTX DUE 02/15/51OID 100,000.0 $93K 0.02% NEW $0.93
440 COLLINSVILLE TE 4.125 53GO UTX DUE 08/15/53OID 100,000.0 $93K 0.02% NEW $0.93
Page 22 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%