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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 44 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BANK OF AMERICA C VAR 32 DUE 10/20/32 25,000.0 $22K 0.01% NEW $0.89
862 ST CLOUD MINN 5 33GO UTX DUE 02/01/33 20,000.0 $22K 0.01% NEW $1.11
863 ROSEMOUNT MINN INDP 5 36GO UTX DUE 02/01/36 20,000.0 $22K 0.01% NEW $1.10
864 MORGAN STANLEY BA 3.9 27CD FDIC INS DUE 09/13/27US 22,000.0 $22K 0.01% NEW $1.00
865 MORGAN STANLEY B 3.85 28CD FDIC INS DUE 09/11/28US 22,000.0 $22K 0.01% NEW $0.99
866 MINNEAPOLIS MINN SP 5 44GO UTX DUE 02/01/44 20,000.0 $22K 0.01% NEW $1.09
867 FIDELITY ADVISOR STRATEGIC INCOME Z 1,769.0 $22K 0.01% NEW $12.29
868 XLP SELECT SECTOR SPDR TR 262.0 $22K 0.01% +97.0 +58.8% $82.95 +3.7%
869 DIS DISNEY WALT CO Communication Services 226.0 $22K 0.01% -84.0 -27.1% $96.06 +12.2%
870 VIRGINIA ELECTRI 6.35 37 DUE 11/30/37 20,000.0 $22K 0.01% NEW $1.08
871 RGTI RIGETTI COMPUTING INC Technology 1,120.0 $22K 0.01% +120.0 +12.0% $19.32 -7.3%
872 BERKSHIRE HATHA 6.125 36 DUE 04/01/36 20,000.0 $21K 0.01% NEW $1.07
873 SLB SLB LIMITED Energy 458.0 $21K 0.01% -97.0 -17.5% $46.49 +15.9%
874 RACINE WIS UNI SCH 5 40GO UTX DUE 04/01/40 20,000.0 $21K 0.01% NEW $1.06
875 PFIZER INC. 6 36 DUE 02/15/36 20,000.0 $21K 0.01% NEW $1.06
876 MINNEAPOLIS & ST PA 5 40AIR TRAN DUE 01/01/40AMT 20,000.0 $21K 0.01% NEW $1.06
877 NTNL RURAL UTILIT 4.8 28 DUE 03/15/28 21,000.0 $21K 0.01% NEW $1.01
878 THE CIGNA GROUP 6.15 36 DUE 11/15/36 20,000.0 $21K 0.01% NEW $1.06
879 THE HOME DEPOT, 5.95 41 DUE 04/01/41 20,000.0 $21K 0.01% NEW $1.05
880 DANE CNTY WIS 5 31GO UTX DUE 06/01/31AMT 20,000.0 $21K 0.01% NEW $1.05
Page 44 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%