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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 38 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FIDELITY MID CAP INDEX 766.0 $33K 0.01% NEW $42.59
742 GDV GABELLI DIVID & INCOME TR Financial Services 1,109.0 $33K 0.01% $29.40 +3.4%
743 ALLSPRING SPECIAL MID CAP VALUE INST 626.0 $32K 0.01% NEW $51.57
744 SPYG SPDR SERIES TRUST 271.0 $32K 0.01% $118.82 +1.2%
745 US TREASUR NT 4.25 02/29UST NOTE DUE 02/28/29 32,000.0 $32K 0.01% NEW $1.00
746 ET ENERGY TRANSFER L P Energy 1,677.0 $32K 0.01% -956.0 -36.3% $19.12 +10.8%
747 OKE ONEOK INC NEW Energy 367.0 $32K 0.01% -41.0 -10.1% $86.94 +7.3%
748 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 283.0 $32K 0.01% -4.0 -1.4% $112.74 +18.2%
749 CCI CROWN CASTLE INC Real Estate 421.0 $32K 0.01% $75.76 -0.3%
750 SCHWAB US MID-CAP INDEX 1,921.0 $32K 0.01% NEW $16.59
751 DUK DUKE ENERGY CORP NEW Utilities 250.0 $32K 0.01% -38.0 -13.2% $126.58 -5.3%
752 UNH UNITEDHEALTH GROUP INC Healthcare 75.0 $31K 0.01% -6.0 -7.4% $417.53 -6.6%
753 FDX FEDEX CORP Industrials 100.0 $31K 0.01% +86.0 +614.3% $313.13 +3.8%
754 MCD MCDONALDS CORP Consumer Cyclical 115.0 $31K 0.01% -56.0 -32.8% $270.74 +0.1%
755 MCK MCKESSON CORP Healthcare 41.0 $31K 0.01% -9.0 -18.0% $758.83 +13.2%
756 BANK OF AMERICA C 3.7 26CD FDIC INS DUE 10/08/26US 31,000.0 $31K 0.01% NEW $1.00
757 ENTERPRISE PRODU 5.35 33 DUE 01/31/33 30,000.0 $31K 0.01% NEW $1.02
758 DFA US TARGETED VALUE I 706.0 $31K 0.01% NEW $43.48
759 AMERICAN EXPRESS 4.05 29 DUE 05/03/29 31,000.0 $31K 0.01% NEW $0.99
760 CASS CNTY NEB SCH D 5 46GO UTX DUE 12/15/46 30,000.0 $31K 0.01% NEW $1.02
Page 38 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%