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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 48 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 VXF VANGUARD INDEX FDS 77.0 $19K 0.00% +1.0 +1.3% $244.96 +0.2%
942 PEPSICO, INC. 3.6 28 DUE 02/18/28 19,000.0 $19K 0.00% NEW $0.99
943 CHSCN CHS INC. VAR P 7.1 PFDPFD SER 2 759.0 $19K 0.00% NEW $24.70
944 US TREASU NT 1.875 02/27UST NOTE DUE 02/28/27 19,000.0 $19K 0.00% NEW $0.99
945 DODGE & COX GLOBAL STOCK I 1,077.0 $19K 0.00% NEW $17.22
946 FIDELITY ADVISOR TECHNOLOGY - Z 332.0 $18K 0.00% NEW $55.63
947 SCHW SCHWAB CHARLES CORP Financial Services 200.0 $18K 0.00% -105.0 -34.4% $92.27 +21.7%
948 MICROSOFT CORP 3.5 35 DUE 02/12/35 20,000.0 $18K 0.00% NEW $0.92
949 DULUTH MINN ECON 4.25 48SYST HLTH DUE 02/15/48OID XTRO 20,000.0 $18K 0.00% NEW $0.92
950 R RYDER SYS INC Industrials 69.0 $18K 0.00% -2.0 -2.8% $263.77 -5.3%
951 IGV ISHARES TR 200.0 $18K 0.00% NEW $90.60 +14.1%
952 RIO RIO TINTO PLC Basic Materials 190.0 $18K 0.00% $94.93 +10.9%
953 PCAR PACCAR INC Industrials 150.0 $18K 0.00% -32.0 -17.6% $120.12 +9.1%
954 U.S. BANCORP 5.56 PFDPFD SER B 978.0 $18K 0.00% NEW $18.38
955 CAI CARIS LIFE SCIENCES INC Healthcare 1,000.0 $18K 0.00% NEW $17.82 +47.4%
956 ACWV ISHARES INC 147.0 $18K 0.00% +2.0 +1.4% $119.94 +6.1%
957 INVESCO VALUE OPPORTUNITIES Y 594.0 $17K 0.00% NEW $29.30
958 SPSM SPDR SERIES TRUST 301.0 $17K 0.00% $57.65 -0.6%
959 TEMPLETON GROWTH ADV 583.0 $17K 0.00% NEW $29.73
960 ABBVIE INC. 3.2 29 DUE 11/21/29 18,000.0 $17K 0.00% NEW $0.96
Page 48 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%