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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 55 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 SARTELL MINN INDPT 5 43GO UTX DUE 02/01/43 10,000.0 $11K 0.00% NEW $1.08
1082 WES WESTERN MIDSTREAM PARTNERS L Energy 246.0 $11K 0.00% $43.76 +10.5%
1083 RIVER FALLS WIS SCH 5 36GO UTX DUE 04/01/36 10,000.0 $11K 0.00% NEW $1.08
1084 ST CROIX CENT SC 4.25 42GO UTX DUE 03/01/42OID 10,000.0 $11K 0.00% NEW $1.07
1085 GENERAL MOTORS CO 6.6 36 DUE 04/01/36 10,000.0 $11K 0.00% NEW $1.07
1086 JERSEY CENTRAL PO 6.4 36 DUE 05/15/36 10,000.0 $11K 0.00% NEW $1.07
1087 ASSURED GUARANTY US 7 34 DUE 06/01/34 10,000.0 $11K 0.00% NEW $1.07
1088 ST JOHN BAPTIST P 5.5 50GO LTX DUE 03/01/50 10,000.0 $11K 0.00% NEW $1.07
1089 CUMBERLAND WIS SCH 5 40GO UTX DUE 03/01/40 10,000.0 $11K 0.00% NEW $1.07
1090 SCHWAB TARGET 2055 484.0 $11K 0.00% NEW $21.93
1091 LACKAWANNA CNTY 5.25 43GO UTX DUE 11/01/43 10,000.0 $11K 0.00% NEW $1.06
1092 LENNOX S D SCH DIST 5 47GO UTX DUE 08/01/47 10,000.0 $11K 0.00% NEW $1.06
1093 TAMPA ELECTRIC C 6.15 37 DUE 05/15/37 10,000.0 $11K 0.00% NEW $1.06
1094 TAN INVESCO EXCH TRADED FD TR II 178.0 $11K 0.00% -176.0 -49.7% $59.16 -16.6%
1095 POLK CNTY IOWA 5 42GO UTX DUE 06/01/42AMT 10,000.0 $11K 0.00% NEW $1.05
1096 EUSA ISHARES INC 92.0 $11K 0.00% NEW $114.18 +3.7%
1097 FIDELITY FOCUSED STOCK 208.0 $10K 0.00% NEW $50.48
1098 ARAPAHOE CNTY COL 5.5 43GO UTX DUE 12/01/43 10,000.0 $10K 0.00% NEW $1.05
1099 MASSACHUSETTS ST 5 52GO UTX DUE 10/01/52 10,000.0 $10K 0.00% NEW $1.04
1100 THE CIGNA GROUP 6.125 41 DUE 11/15/41 10,000.0 $10K 0.00% NEW $1.04
Page 55 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%