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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 24 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VANGUARD FTSE SOCIAL INDEX ADMIRAL 1,166.0 $83K 0.02% NEW $71.32
462 FIDELITY ADVISOR CONSUMER DISCTNRY - I 1,248.0 $83K 0.02% NEW $66.19
463 HENNEPIN CNTY MINN 5 44GO UTX DUE 12/01/44 75,000.0 $82K 0.02% NEW $1.10
464 ST LOUIS PARK M 1.625 35GO UTX DUE 02/01/35OID 100,000.0 $82K 0.02% NEW $0.82
465 WELLS FARGO BANK, 3.9 27CD FDIC INS DUE 02/04/27US 82,000.0 $82K 0.02% NEW $1.00
466 IBB ISHARES TR 426.0 $81K 0.02% -105.0 -19.8% $190.19 +12.3%
467 SCHWAB TARGET 2065 INDEX 4,921.0 $81K 0.02% NEW $16.46
468 VDC VANGUARD WORLD FD 358.0 $81K 0.02% -3.0 -0.8% $225.50 +2.8%
469 COP CONOCOPHILLIPS Energy 776.0 $81K 0.02% -2K -68.7% $103.89 +29.8%
470 CARLTON CNTY MINN 5 30GO UTX DUE 02/01/30 75,000.0 $81K 0.02% NEW $1.07
471 ST FRANCIS MINN 4.125 53GO UTX DUE 02/01/53OID 85,000.0 $80K 0.02% NEW $0.95
472 MORGAN STANLEY PR 4.5 27CD FDIC INS DUE 04/13/27US 80,000.0 $80K 0.02% NEW $1.00
473 HOPKINS MINN 4 30DB UTX DUE 02/01/30 80,000.0 $80K 0.02% NEW $1.00
474 RUSSELL-TYLER-RUTHT 5 29GO UTX DUE 02/01/29 75,000.0 $80K 0.02% NEW $1.06
475 SCHWAB 1000 INDEX 4,949.0 $80K 0.02% NEW $16.10
476 WESTONKA MINN INDPT 4 44GO UTX DUE 02/01/44 80,000.0 $80K 0.02% NEW $0.99
477 ANNANDALE MINN 5 46DB UTX DUE 02/01/46 75,000.0 $79K 0.02% NEW $1.05
478 TRUMAN MINN INDPT S 5 32GO UTX DUE 02/01/32 70,000.0 $78K 0.02% NEW $1.12
479 WHITE BEAR LAKE MIN 5 28GO UTX DUE 02/01/28 75,000.0 $78K 0.02% NEW $1.04
480 BHP BHP BILLITON LIMITED Basic Materials 932.0 $78K 0.02% -555.0 -37.3% $83.27 +16.5%
Page 24 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%