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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 25 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 LQD ISHARES TR 711.0 $78K 0.02% +6.0 +0.8% $109.04 -2.9%
482 VZ VERIZON COMMUNICATIONS INC Communication Services 1,828.0 $77K 0.02% -308.0 -14.4% $42.35 +16.8%
483 US TREASUR NT 4.5 07/26UST NOTE DUE 07/15/26 77,000.0 $77K 0.02% NEW $1.00
484 CRWD CROWDSTRIKE HLDGS INC Technology 100.0 $76K 0.02% -94.0 -48.5% $190.78 +0.6%
485 DOUGLAS CNTY MINN 5 27GO UTX DUE 02/01/27 75,000.0 $76K 0.02% NEW $1.01
486 AXP AMERICAN EXPRESS CO Financial Services 225.0 $76K 0.02% -82.0 -26.7% $337.67 -0.5%
487 IYT ISHARES TR 870.0 $76K 0.02% $86.79 +0.3%
488 SPYM SPDR SERIES TRUST 859.0 $75K 0.02% $87.88 +2.6%
489 GREENSBORO N C E 3.25 45WRSR UTIL DUE 06/01/45OID 85,000.0 $75K 0.02% NEW $0.88
490 T AT&T INC Communication Services 3,614.0 $75K 0.02% -467.0 -11.4% $20.70 +22.3%
491 APPLE VALLEY MINN 4 44GO UTX DUE 12/15/44 75,000.0 $75K 0.02% NEW $0.99
492 COHEN & STEERS LTD DURATION 3,524.0 $75K 0.02% $21.16
493 MADELIA MINN IN 4.125 48GO UTX DUE 02/01/48OID 75,000.0 $74K 0.02% NEW $0.99
494 MINNESOTA ST 5 36GO UTX DUE 08/01/36 65,000.0 $74K 0.02% NEW $1.14
495 SMCI SUPER MICRO COMPUTER INC Technology 2,500.0 $73K 0.02% -226.0 -8.3% $29.33 +27.0%
496 SCHWAB AMT TAX-FREE MONEY INV 73,137.0 $73K 0.02% NEW $1.00
497 US TREASURY 6.62502/27UST BOND DUE 02/15/27 72,000.0 $73K 0.02% NEW $1.01
498 HONEYWELL AEROSPACE INC 329.0 $73K 0.02% NEW $221.08
499 ITASCA CNTY MINN 4 30GO UTX DUE 02/01/30 70,000.0 $73K 0.02% NEW $1.04
500 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 673.0 $73K 0.02% +526.0 +357.8% $107.78 +2.8%
Page 25 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%