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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 63 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 WILKES-BARRE PA 3.75 44GO LTX DUE 04/15/44OID 10,000.0 $9K 0.00% NEW $0.93
1242 ST CLOUD MINN HEALT 4 49SYST HLTH DUE 05/01/49XTRO 10,000.0 $9K 0.00% NEW $0.93
1243 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 386.0 $9K 0.00% +4.0 +1.1% $23.90 -0.0%
1244 XCEL ENERGY INC. 5.25 53 DUE 04/01/53 10,000.0 $9K 0.00% NEW $0.92
1245 MONSANTO CO 4.2 34 DUE 07/15/34 10,000.0 $9K 0.00% NEW $0.92
1246 PBW INVESCO EXCHANGE TRADED FD T 235.0 $9K 0.00% -233.0 -49.8% $39.05 -16.3%
1247 MONTGOMERY PA AR 4.05 52GO LTX DUE 09/01/52OID 10,000.0 $9K 0.00% NEW $0.91
1248 FORT BEND CNTY T 3.25 38GO UTX DUE 09/01/38OID FORT BEND CNTY TEX M 10,000.0 $9K 0.00% NEW $0.91
1249 WISCONSIN ST HEALTH 4 47HOSP HLTH DUE 08/15/47XTRO 10,000.0 $9K 0.00% NEW $0.91
1250 HPE HEWLETT PACKARD ENTERPRISE C Technology 200.0 $9K 0.00% -63.0 -23.9% $45.11 +17.2%
1251 ORACLE CORP 4.3 34 DUE 07/08/34 10,000.0 $9K 0.00% NEW $0.89
1252 SOUTHERN POWER C 4.95 46 DUE 12/15/46 10,000.0 $9K 0.00% NEW $0.89
1253 US TREASUR NT 4 06/32UST NOTE DUE 06/30/32 9,000.0 $9K 0.00% NEW $0.99
1254 THE WALT DISNEY 4.375 41 DUE 08/16/41 10,000.0 $9K 0.00% NEW $0.88
1255 PHILIP MORRIS INT 4.5 42 DUE 03/20/42 10,000.0 $9K 0.00% NEW $0.88
1256 XCEL ENERGY INC. 4.5 41 DUE 08/15/41 10,000.0 $9K 0.00% NEW $0.88
1257 PUBLIC FIN AUTH WIS 5 48PRIV EDUC DUE 03/01/48XTRO 10,000.0 $9K 0.00% NEW $0.88
1258 WISCONSIN RAPIDS 1.7 32GO UTX DUE 04/01/32OID 10,000.0 $9K 0.00% NEW $0.88
1259 SIT MN TAX-FREE INCOME S 889.0 $9K 0.00% NEW $9.80
1260 TRANSAMERICA US GROWTH I 238.0 $9K 0.00% NEW $36.54
Page 63 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%