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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 40 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CAH CARDINAL HEALTH INC Healthcare 122.0 $29K 0.01% -91.0 -42.7% $237.56 -3.4%
782 US TREASU NT 4.125 07/28UST NOTE DUE 07/31/28 29,000.0 $29K 0.01% NEW $1.00
783 FIDELITY VALUE 1,724.0 $29K 0.01% NEW $16.80
784 BMY BRISTOL-MYERS SQUIBB CO Healthcare 500.0 $29K 0.01% -251.0 -33.4% $57.62 +16.3%
785 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 1,980.0 $29K 0.01% +175.0 +9.7% $14.54 -1.1%
786 FIDELITY TAX-FREE BOND 2,580.0 $29K 0.01% NEW $11.14
787 GIS GENERAL MILLS INC Consumer Defensive 822.0 $29K 0.01% -162.0 -16.5% $34.79 +14.9%
788 STATE STREET CORP VAR 28 DUE 11/04/28 28,000.0 $28K 0.01% NEW $1.02
789 FIDELITY SMALL CAP INDEX 748.0 $28K 0.01% NEW $37.89
790 DAL DELTA AIR LINES INC Industrials 302.0 $28K 0.01% -57.0 -15.9% $93.54 -11.9%
791 ITOT ISHARES TR 172.0 $28K 0.01% +1.0 +0.6% $163.97 +2.4%
792 US TREASU NT 4.375 11/30UST NOTE DUE 11/30/30 28,000.0 $28K 0.01% NEW $1.01
793 HARTFORD HEALTHCARE I 621.0 $28K 0.01% NEW $45.19
794 BLACKROCK, INC. 4.75 33 DUE 05/25/33 28,000.0 $28K 0.01% NEW $1.00
795 AIQ GLOBAL X FDS 427.0 $28K 0.01% $65.65 -3.4%
796 BANK OF AMERICA, 3.95 27CD FDIC INS DUE 04/22/27US 28,000.0 $28K 0.01% NEW $1.00
797 TRANSAMERICA CAPITAL GROWTH I 583.0 $28K 0.01% NEW $47.71
798 PRINCIPAL REAL ESTATE SECURITIES INST 887.0 $28K 0.01% NEW $31.22
799 TR TOOTSIE ROLL INDS INC Consumer Defensive 700.0 $28K 0.01% +698.0 +10000.0% $39.55 +3.6%
800 OAKDALE MINN 5 34DB UTX DUE 02/01/34 25,000.0 $28K 0.01% NEW $1.10
Page 40 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%