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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 37 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 US TREASUR NT 4.25 11/34UST NOTE DUE 11/15/34 35,000.0 $35K 0.01% NEW $0.99
722 FIDELITY ADVISOR VALUE I 788.0 $35K 0.01% NEW $43.92
723 US TREASU NT 4.625 04/31UST NOTE DUE 04/30/31 34,000.0 $35K 0.01% NEW $1.02
724 AMERICAN FUNDS NEW WORLD F1 320.0 $35K 0.01% NEW $107.89
725 ENB ENBRIDGE INC Energy 636.0 $34K 0.01% $54.21 -6.9%
726 APLD APPLIED DIGITAL CORP Technology 921.0 $34K 0.01% -2K -64.1% $37.30 -27.1%
727 IXJ ISHARES TR 348.0 $34K 0.01% $98.38 +8.6%
728 RVTY REVVITY INC Healthcare 307.0 $34K 0.01% -5.0 -1.6% $111.30 +12.1%
729 CQP CHENIERE ENERGY PARTNERS L P Energy 557.0 $34K 0.01% $61.00 +12.1%
730 MORGAN STANLEY INST GROWTH I 499.0 $34K 0.01% NEW $68.07
731 KO COCA COLA CO Consumer Defensive 418.0 $34K 0.01% -233.0 -35.8% $81.23 +12.1%
732 JPMORGAN CHASE BA 4.3 28CD FDIC INS DUE 06/22/28US 34,000.0 $34K 0.01% NEW $1.00
733 SIMON PROPERTY G 6.75 40 DUE 02/01/40 30,000.0 $34K 0.01% NEW $1.13
734 MLPX GLOBAL X FDS 459.0 $34K 0.01% -6.0 -1.3% $73.62 +1.0%
735 INVESCO GROWTH AND INCOME Y 1,379.0 $34K 0.01% NEW $24.50
736 US TREASUR NT 4.25 03/27UST NOTE DUE 03/15/27 33,000.0 $33K 0.01% NEW $1.00
737 FIDELITY ADVISOR CONSUMER STAPLES I 361.0 $33K 0.01% NEW $91.53
738 FCG FIRST TR EXCHANGE-TRADED FD 1,240.0 $33K 0.01% $26.62 +18.3%
739 US TREASU NT 4.125 08/30UST NOTE DUE 08/31/30 33,000.0 $33K 0.01% NEW $1.00
740 XLE SELECT SECTOR SPDR TR 618.0 $33K 0.01% +5.0 +0.8% $53.05 +20.0%
Page 37 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%