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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 51 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 US TREASUR NT 4 02/28UST NOTE DUE 02/29/28 15,000.0 $15K 0.00% NEW $1.00
1002 WALMART INC. 3.95 27 DUE 09/09/27 15,000.0 $15K 0.00% NEW $1.00
1003 INVESTMENT MANAGERS SER TR I 722.0 $15K 0.00% NEW $20.66
1004 ALLIANCE BANK CEN 3.9 28CD FDIC INS DUE 12/15/28US 15,000.0 $15K 0.00% NEW $0.99
1005 EOG EOG RES INC Energy 114.0 $15K 0.00% -35.0 -23.5% $129.73 +18.0%
1006 WISCONSIN RAPIDS 1.7 32GO UTX DUE 04/01/32OID 15,000.0 $15K 0.00% NEW $0.98
1007 RAINBOW CITY AL 4.375 53GO UTX DUE 01/01/53OID 15,000.0 $15K 0.00% NEW $0.98
1008 STM STMICROELECTRONICS N V Technology 195.0 $15K 0.00% $74.89 -32.5%
1009 SMMT SUMMIT THERAPEUTICS INC Healthcare 1,000.0 $15K 0.00% $14.57 -9.7%
1010 MFS MID CAP GROWTH I 483.0 $15K 0.00% NEW $30.15
1011 SCHWAB SMALL-CAP EQUITY 557.0 $15K 0.00% NEW $26.11
1012 GSK GSK PLC Healthcare 277.0 $15K 0.00% $52.42 -0.0%
1013 SNOW SNOWFLAKE INC Technology 57.0 $15K 0.00% +5.0 +9.6% $254.51 +30.8%
1014 NORTHPORT ALA 4.25 53GO UTX DUE 04/01/53OID 15,000.0 $14K 0.00% NEW $0.96
1015 ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS 279.0 $14K 0.00% NEW $51.35
1016 GSL GLOBAL SHIP LEASE INC Industrials 380.0 $14K 0.00% $37.60 +16.6%
1017 EEMV ISHARES INC 190.0 $14K 0.00% +2.0 +1.1% $75.19 -0.6%
1018 DISV DIMENSIONAL ETF TRUST 353.0 $14K 0.00% $40.15 +10.8%
1019 FGD FIRST TR EXCHANGE-TRADED FD 443.0 $14K 0.00% $31.99 +11.5%
1020 FRIDLEY MINN 3.5 42GO UTX DUE 02/01/42OID 15,000.0 $14K 0.00% NEW $0.94
Page 51 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%