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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 62 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 ABBVIE INC. 4.5 35 DUE 05/14/35 10,000.0 $10K 0.00% NEW $0.96
1222 MEDTRONIC, INC. 4.375 35 DUE 03/15/35 10,000.0 $10K 0.00% NEW $0.96
1223 PUBLIC FIN AUTH WIS 5 38PRIV EDUC DUE 03/01/38XTRO 10,000.0 $10K 0.00% NEW $0.96
1224 PUBLIC FIN AUTH 4.85 42MULT HSG DUE 12/01/42OID XTRO 10,000.0 $10K 0.00% NEW $0.96
1225 PEPSICO, INC. 4.875 40 DUE 11/01/40 10,000.0 $10K 0.00% NEW $0.95
1226 LW LAMB WESTON HLDGS INC Consumer Defensive 221.0 $10K 0.00% +190.0 +612.9% $43.18 +23.8%
1227 WICHITA KANS 4.25 44GO UTX DUE 12/01/44OID AMT 10,000.0 $10K 0.00% NEW $0.95
1228 AMAT APPLIED MATLS INC Technology 13.0 $10K 0.00% -45.0 -77.6% $731.00 -32.1%
1229 GENERAL ELECTRIC CO 4 32 DUE 06/15/32 10,000.0 $9K 0.00% NEW $0.95
1230 OVV OVINTIV INC Energy 180.0 $9K 0.00% -18.0 -9.1% $52.65 +26.7%
1231 AT&T INC. 4.5 35 DUE 05/15/35 10,000.0 $9K 0.00% NEW $0.95
1232 THE ALLSTATE CORP 5.2 42 DUE 01/15/42 10,000.0 $9K 0.00% NEW $0.95
1233 WISCONSIN HSG & 4.15 48MULT HSG DUE 11/01/48XTRO 10,000.0 $9K 0.00% NEW $0.94
1234 UNITED PARCEL SER 5.3 50 DUE 04/01/50 10,000.0 $9K 0.00% NEW $0.94
1235 INTEL CORP 4 32 DUE 12/15/32 10,000.0 $9K 0.00% NEW $0.94
1236 COF CAPITAL ONE FINL CORP Financial Services 47.0 $9K 0.00% -41.0 -46.6% $200.62 +5.9%
1237 NORTHROP GRUMMAN 5.25 50 DUE 05/01/50 10,000.0 $9K 0.00% NEW $0.94
1238 WISCONSIN ST HEALTH 4 46PRIV EDUC DUE 12/01/46XTRO 10,000.0 $9K 0.00% NEW $0.93
1239 FORT BEND CNTY TEX 4 45GO UTX DUE 04/01/45OID 10,000.0 $9K 0.00% NEW $0.93
1240 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 105.0 $9K 0.00% -12.0 -10.3% $88.60 -36.1%
Page 62 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 22.2%
Financial Services 16.9%
Industrials 15.2%
Healthcare 14.8%
Consumer Defensive 8.0%
Utilities 6.6%
Consumer Cyclical 5.7%
Communication Services 3.7%
Energy 3.7%
Basic Materials 2.6%