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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $246M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 623 New
Page 5 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FAST FASTENAL CO Industrials 6,657.0 $267K 0.11% NEW $40.13 +11.8%
82 SO SOUTHERN CO Utilities 3,041.0 $265K 0.11% NEW $87.20 +6.2%
83 JPM JPMORGAN CHASE & CO. Financial Services 808.0 $260K 0.11% NEW $322.09 +3.6%
84 SGVT SCHWAB STRATEGIC TR 2,538.0 $255K 0.10% NEW $100.49 +0.1%
85 VO VANGUARD INDEX FDS 845.0 $245K 0.10% NEW $290.32 -72.6%
86 VIGI VANGUARD WHITEHALL FDS 2,677.0 $245K 0.10% NEW $91.45 +2.7%
87 BOND PIMCO ETF TR 2,547.0 $237K 0.10% NEW $93.07 -1.4%
88 COP CONOCOPHILLIPS Energy 2,451.0 $229K 0.09% NEW $93.62 +18.8%
89 VPU VANGUARD WORLD FD 1,223.0 $226K 0.09% NEW $185.08 +4.1%
90 LMT LOCKHEED MARTIN CORP Industrials 462.0 $224K 0.09% NEW $484.00 +10.0%
91 DFAX DIMENSIONAL ETF TRUST 6,792.0 $222K 0.09% NEW $32.73 +14.8%
92 OKLO OKLO INC Utilities 3,000.0 $215K 0.09% NEW $71.76 -17.9%
93 NMS NUVEEN MINN QUALITY MUN INM Financial Services 18,216.0 $213K 0.09% NEW $11.72 +2.6%
94 JNJ JOHNSON & JOHNSON Healthcare 1,031.0 $213K 0.09% NEW $206.91 +13.1%
95 C CITIGROUP INC Financial Services 1,800.0 $210K 0.09% NEW $116.69 +23.3%
96 VFH VANGUARD WORLD FD 1,550.0 $207K 0.08% NEW $133.46 -0.8%
97 PLTR PALANTIR TECHNOLOGIES INC Technology 1,147.0 $204K 0.08% NEW $177.75 -26.5%
98 GS GOLDMAN SACHS GROUP INC Financial Services 230.0 $202K 0.08% NEW $877.77 +25.2%
99 GEV GE VERNOVA INC Utilities 295.0 $193K 0.08% NEW $654.10 +60.4%
100 IGM ISHARES TR 1,488.0 $192K 0.08% NEW $129.18 +23.9%
Page 5 of 32  ·  623 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 23.7%
Financial Services 17.5%
Healthcare 14.4%
Industrials 11.8%
Consumer Defensive 7.5%
Consumer Cyclical 7.4%
Utilities 6.0%
Energy 4.6%
Communication Services 4.0%
Basic Materials 2.5%