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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 53 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 GILD GILEAD SCIENCES INC Healthcare 100.0 $13K 0.00% -691.0 -87.4% $126.34 +15.7%
1042 BAC BANK OF AMER CORP Financial Services 220.0 $13K 0.00% -438.0 -66.6% $57.10 +8.0%
1043 SCUS SCHWAB STRATEGIC TR 497.0 $13K 0.00% $25.18 -0.1%
1044 CANADIAN PACIFIC KANSAS CITY 142.0 $12K 0.00% $86.65
1045 EQNR EQUINOR ASA Energy 389.0 $12K 0.00% $31.40 +36.5%
1046 CANON INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 476.0 $12K 0.00% NEW $25.65
1047 OMF ONEMAIN HLDGS INC Financial Services 200.0 $12K 0.00% -6.0 -2.9% $60.97 +3.6%
1048 EVT EATON VANCE TAX ADVT DIV INC Financial Services 439.0 $12K 0.00% +22.0 +5.3% $27.68 +5.2%
1049 UBS BANK USA, NTN 4.6 27CD FDIC INS DUE 04/05/27US 12,000.0 $12K 0.00% NEW $1.00
1050 CHSCO CHS INC. 7.8 7.875 PFDPFD SER 1 466.0 $12K 0.00% NEW $25.71
1051 PANW PALO ALTO NETWORKS INC Technology 35.0 $12K 0.00% -239.0 -87.2% $341.03 +4.9%
1052 ICLN ISHARES TR 581.0 $12K 0.00% $20.49 -14.1%
1053 LOW LOWES COS INC Consumer Cyclical 54.0 $12K 0.00% -37.0 -40.7% $218.61 -1.2%
1054 EFV ISHARES TR 154.0 $12K 0.00% +4.0 +2.7% $76.55 +7.4%
1055 NOC NORTHROP GRUMMAN CORP Industrials 23.0 $12K 0.00% -10.0 -30.3% $509.30 +8.2%
1056 COLUMBIA CORNERSTONE GROWTH INST 2 133.0 $12K 0.00% NEW $87.83
1057 BARRICK NORTH AME 7.5 38 DUE 09/15/38 10,000.0 $12K 0.00% NEW $1.17
1058 IYE ISHARES TR 205.0 $12K 0.00% $56.57 +19.1%
1059 TRANSAMERICA SMALL/MID CAP VALUE I 374.0 $12K 0.00% NEW $30.95
1060 PSK SPDR SERIES TRUST 379.0 $12K 0.00% -66.0 -14.8% $30.49 -3.0%
Page 53 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%