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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 54 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 181.0 $12K 0.00% -30.0 -14.2% $63.84 +17.2%
1062 VEU VANGUARD INTL EQUITY INDEX F 138.0 $12K 0.00% -345.0 -71.4% $83.52 +2.6%
1063 CRM SALESFORCE INC Technology 73.0 $11K 0.00% -6.0 -7.6% $156.70 +33.5%
1064 HNDL STRATEGY SHS 500.0 $11K 0.00% $22.84 -1.3%
1065 EXC EXELON CORP Utilities 244.0 $11K 0.00% -74.0 -23.3% $46.62 -6.1%
1066 REGIONS FINL CO 7.375 37 DUE 12/10/37 10,000.0 $11K 0.00% NEW $1.14
1067 HMC HONDA MOTOR CO LTD Consumer Cyclical 415.0 $11K 0.00% $27.11 +23.1%
1068 SPMD SPDR SERIES TRUST 164.0 $11K 0.00% $67.76 -0.7%
1069 AMERICAN FUNDS NEW WORLD F2 103.0 $11K 0.00% NEW $107.89
1070 WELLS FARGO BANK 4.75 27CD FDIC INS DUE 12/06/27US 11,000.0 $11K 0.00% NEW $1.01
1071 BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 833.0 $11K 0.00% NEW $13.31
1072 ALTRIA GROUP, I 6.875 33 DUE 11/01/33 10,000.0 $11K 0.00% NEW $1.10
1073 HOOD ROBINHOOD MKTS INC Financial Services 110.0 $11K 0.00% -19.0 -14.7% $100.28 +7.8%
1074 GOLDMAN SACHS BA 4.25 27CD FDIC INS DUE 02/04/27US 11,000.0 $11K 0.00% NEW $1.00
1075 AMERICAN EXPRESS 4.2 28CD FDIC INS DUE 01/31/28US 11,000.0 $11K 0.00% NEW $1.00
1076 ST PAUL MINN PORT A 540GO UTX DUE 02/01/40 10,000.0 $11K 0.00% NEW $1.10
1077 O REALTY INCOME CORP Real Estate 177.0 $11K 0.00% $61.96 +1.0%
1078 SPRING VY WIS SC 5.25 43GO UTX DUE 03/01/43 10,000.0 $11K 0.00% NEW $1.10
1079 UNITEDHEALTH GROU 6.5 37 DUE 06/15/37 10,000.0 $11K 0.00% NEW $1.09
1080 CLX CLOROX CO DEL Consumer Defensive 114.0 $11K 0.00% -8.0 -6.6% $95.44 +11.8%
Page 54 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%