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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 60 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 ROYAL BANK OF C5.75 38F DUE 12/29/38 10,000.0 $10K 0.00% NEW $1.00
1182 SLINGER WIS 4 42GO UTX DUE 03/01/42 10,000.0 $10K 0.00% NEW $1.00
1183 WELLTOWER INC. 4.25 28 DUE 04/15/28 10,000.0 $10K 0.00% NEW $1.00
1184 DGRW WISDOMTREE TR 104.0 $10K 0.00% -38.0 -26.8% $95.48 +4.1%
1185 HARRIS CNTY TEX 3.25 32GO UTX DUE 09/01/32OID BUILD AMERICA MUTUAL 10,000.0 $10K 0.00% NEW $0.99
1186 FLORIDA DEV FIN COR 5 44RAIL IDR DUE 07/01/44XTRO AMT 10,000.0 $10K 0.00% NEW $0.99
1187 BARCLAYS BANK P5.35 33F DUE 02/01/33 10,000.0 $10K 0.00% NEW $0.99
1188 WISCONSIN ST HEALTH 4 40SYST HLTH DUE 08/15/40OID XTRO 10,000.0 $10K 0.00% NEW $0.99
1189 MKC MCCORMICK & CO INC Consumer Defensive 196.0 $10K 0.00% +183.0 +1407.7% $50.42 +10.2%
1190 STZ CONSTELLATION BRANDS INC Consumer Defensive 71.0 $10K 0.00% -12.0 -14.5% $139.08 -2.8%
1191 SERV SERVE ROBOTICS INC Industrials 1,500.0 $10K 0.00% NEW $6.58 -23.7%
1192 JPMORGAN CHASE & CO 6 44 DUE 11/29/44 10,000.0 $10K 0.00% NEW $0.99
1193 CALEDONIA WIS 4 43GO UTX DUE 04/01/43 10,000.0 $10K 0.00% NEW $0.99
1194 NTNL BANK OF CANAD6 45F DUE 09/10/45 10,000.0 $10K 0.00% NEW $0.99
1195 PRESCOTT WIS 3.4 38GO UTX DUE 04/01/38OID 10,000.0 $10K 0.00% NEW $0.98
1196 DEUTSCHE BANK AKTI6 44F DUE 04/16/44 10,000.0 $10K 0.00% NEW $0.98
1197 HORICON WIS SCH D 3.5 37GO UTX DUE 04/01/37OID 10,000.0 $10K 0.00% NEW $0.98
1198 FLUOR CORP 4.25 28 DUE 09/15/28 10,000.0 $10K 0.00% NEW $0.98
1199 FALL RIVER WIS 4.125 45GO UTX DUE 04/01/45OID 10,000.0 $10K 0.00% NEW $0.98
1200 THE WALT DISNEY C 5.4 43 DUE 10/01/43 10,000.0 $10K 0.00% NEW $0.98
Page 60 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%