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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 58 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 SIENNA MGMT DIST TE 5 47GO UTX DUE 03/01/47OID 10,000.0 $10K 0.00% NEW $1.01
1142 HAMDEN CONN 4 39VP DUE 08/01/39 10,000.0 $10K 0.00% NEW $1.01
1143 WISCONSIN ST 4 38GO UTX DUE 05/01/38 10,000.0 $10K 0.00% NEW $1.01
1144 MORGAN STANLEY B 4.95 27CD FDIC INS DUE 06/21/27US 10,000.0 $10K 0.00% NEW $1.01
1145 PACIFICORP 5.75 37 DUE 04/01/37 10,000.0 $10K 0.00% NEW $1.01
1146 HENNEPIN CNTY MINN 5 36GO UTX DUE 12/01/36 10,000.0 $10K 0.00% NEW $1.01
1147 MCKINNEY MUN UTI 4.75 47GO UTX DUE 09/01/47OID 10,000.0 $10K 0.00% NEW $1.01
1148 CAPITAL ONE NATL 4.9 27CD FDIC INS DUE 03/29/27US 10,000.0 $10K 0.00% NEW $1.01
1149 PELL CITY ALA 4.625 52GO UTX DUE 02/01/52OID 10,000.0 $10K 0.00% NEW $1.00
1150 DEERFIELD WIS CMNTY 4 41GO UTX DUE 03/01/41OID 10,000.0 $10K 0.00% NEW $1.00
1151 ONALASKA WIS SCH DI 4 43GO UTX DUE 04/01/43OID 10,000.0 $10K 0.00% NEW $1.00
1152 HP INC. 6 41 DUE 09/15/41 10,000.0 $10K 0.00% NEW $1.00
1153 GLENDALE WIS 4.375 45GO UTX DUE 04/01/45OID ASSURED GUARANTY INC 10,000.0 $10K 0.00% NEW $1.00
1154 PECATONICA WIS AREA 4 43GO UTX DUE 03/01/43OID 10,000.0 $10K 0.00% NEW $1.00
1155 MEDFORD WIS AREA 4.25 44GO UTX DUE 04/01/44OID 10,000.0 $10K 0.00% NEW $1.00
1156 KAUKAUNA WIS EL 3.625 34ELEC UTIL DUE 12/15/34OID 10,000.0 $10K 0.00% NEW $1.00
1157 BUNGE GLOBAL SA 94.0 $10K 0.00% -12.0 -11.3% $106.73
1158 T. ROWE PRICE DYNAMIC GLOBAL BOND I 1,315.0 $10K 0.00% NEW $7.63
1159 MINNETONKA MINN IND 4 43GO UTX DUE 02/01/43 10,000.0 $10K 0.00% NEW $1.00
1160 AETNA INC. 7.625 26 DUE 08/15/26 10,000.0 $10K 0.00% NEW $1.00
Page 58 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%