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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 52 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 PUBLIC STORAGE 1.95 28 DUE 11/09/28 15,000.0 $14K 0.00% NEW $0.94
1022 VERIZON NEW JERS 7.85 29 DUE 11/15/29 13,000.0 $14K 0.00% NEW $1.08
1023 KMB KIMBERLY-CLARK CORP Consumer Defensive 128.0 $14K 0.00% +31.0 +32.0% $109.77 -0.4%
1024 GOLDMAN SACHS BAN 3.7 26CD FDIC INS DUE 09/16/26US 14,000.0 $14K 0.00% NEW $1.00
1025 HPQ HP INC Technology 637.0 $14K 0.00% -5.0 -0.8% $21.94 +35.4%
1026 CTVA CORTEVA INC Basic Materials 165.0 $14K 0.00% -53.0 -24.3% $84.62 -3.3%
1027 DOMINION ENERGY 5.25 35 DUE 03/01/35 14,000.0 $14K 0.00% NEW $0.99
1028 SHERBURNE CNTY 3.375 42GO UTX DUE 02/01/42OID 15,000.0 $14K 0.00% NEW $0.92
1029 AEP AMERICAN ELEC PWR CO INC Utilities 101.0 $14K 0.00% -30.0 -22.9% $136.62 -11.5%
1030 DFIV DIMENSIONAL ETF TRUST 254.0 $14K 0.00% +22.0 +9.5% $54.08 +7.8%
1031 FRANKLIN GROWTH ADV 95.0 $14K 0.00% NEW $144.18
1032 ALACHUA CNTY FLA HE 4 49SYST HLTH DUE 12/01/49XTRO 15,000.0 $13K 0.00% NEW $0.90
1033 HII HUNTINGTON INGALLS INDS INC Industrials 48.0 $13K 0.00% -3.0 -5.9% $279.90 +6.5%
1034 XLV SELECT SECTOR SPDR TR 84.0 $13K 0.00% -6.0 -6.7% $159.15 +9.7%
1035 BKNG BOOKING HOLDINGS INC Consumer Cyclical 75.0 $13K 0.00% +71.0 +1775.0% $178.24 +17.6%
1036 WEAT TEUCRIUM COMMODITY TR Financial Services 596.0 $13K 0.00% NEW $22.03 +15.3%
1037 GOLDMAN SACHS BA 3.55 27CD FDIC INS DUE 01/06/27US 13,000.0 $13K 0.00% NEW $1.00
1038 PM PHILIP MORRIS INTL INC Consumer Defensive 72.0 $13K 0.00% -103.0 -58.9% $179.69 +4.8%
1039 PUTNAM LARGE CAP VALUE Y 297.0 $13K 0.00% NEW $43.25
1040 SCHWAB TARGET 2050 INDEX 523.0 $13K 0.00% NEW $24.29
Page 52 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%