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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 68 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 T. ROWE PRICE MID-CAP GROWTH I 54.0 $5K 0.00% NEW $101.80
1342 DOW DOW HLDGS INC Basic Materials 200.0 $5K 0.00% -39.0 -16.3% $27.41 +20.4%
1343 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 57.0 $5K 0.00% $95.98 +31.6%
1344 CHS INC. 8 PFD 8 PFDPFD 203.0 $5K 0.00% NEW $26.72
1345 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 181.0 $5K 0.00% $29.85 +5.0%
1346 FIDELITY U.S. BOND INDEX 518.0 $5K 0.00% NEW $10.43
1347 LXP INDUSTRIAL TRUST 100.0 $5K 0.00% $53.88
1348 XLI SELECT SECTOR SPDR TR 29.0 $5K 0.00% NEW $185.69 -2.6%
1349 FSMB FIRST TR EXCH TRADED FD III 269.0 $5K 0.00% $19.99 -0.3%
1350 ACA ARCOSA INC Industrials 37.0 $5K 0.00% +34.0 +1133.3% $145.30 -0.0%
1351 ST CROIX CENT SC 4.25 42GO UTX DUE 03/01/42OID 5,000.0 $5K 0.00% NEW $1.07
1352 AIG AMERICAN INTL GROUP INC Financial Services 71.0 $5K 0.00% -29.0 -29.0% $74.31 +2.2%
1353 BK BANK OF NY MELLON CORP Financial Services 36.0 $5K 0.00% -48.0 -57.1% $144.61 -1.9%
1354 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 2,000.0 $5K 0.00% $2.59 +21.0%
1355 ALAMEDA CORRIDOR 6.6 29COMB TRAN DUE 10/01/29OID XTRO TAXBL 5,000.0 $5K 0.00% NEW $1.03
1356 IWO ISHARES TR 13.0 $5K 0.00% $393.92 -2.7%
1357 ZETA ZETA GLOBAL HOLDINGS CORP Technology 260.0 $5K 0.00% -261.0 -50.1% $19.68 +41.9%
1358 SOUTHEAST WIS PRO 5.5 26EXCISE TAX DUE 12/15/26NATIONAL PUBLIC FINA 5,000.0 $5K 0.00% NEW $1.01
1359 DENMARK WIS SCH 3.125 36GO UTX DUE 03/01/36OID 5,000.0 $5K 0.00% NEW $1.00
1360 WISCONSIN ST HEALTH 5 42SYST HLTH DUE 02/15/42XTRO 5,000.0 $5K 0.00% NEW $1.00
Page 68 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%