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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 69 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 BENSON MINN IND 3.625 36GO UTX DUE 02/01/36OID 5,000.0 $5K 0.00% NEW $1.00
1362 PARKSIDE FINL BANK 4 28CD FDIC INS DUE 01/26/28US 5,000.0 $5K 0.00% NEW $1.00
1363 LVHI LEGG MASON ETF INVT 123.0 $5K 0.00% +70.0 +132.1% $40.59 +5.4%
1364 JPMORGAN CHASE & 6.25 45 DUE 05/30/45 5,000.0 $5K 0.00% NEW $1.00
1365 EAU CLAIRE WIS 3.5 38GO UTX DUE 04/01/38OID 5,000.0 $5K 0.00% NEW $1.00
1366 HBAN HUNTINGTON BANCSHARES INC Financial Services 280.0 $5K 0.00% -66.0 -19.1% $17.73 -3.5%
1367 DFA SHORT-TERM EXTENDED QUALITY I 471.0 $5K 0.00% NEW $10.44
1368 CARNIVAL CORP LTD 172.0 $5K 0.00% NEW $28.55
1369 SOFI SOFI TECHNOLOGIES INC Financial Services 272.0 $5K 0.00% +244.0 +871.4% $17.93 -1.1%
1370 DENMARK WIS SCH 3.125 36GO UTX DUE 03/01/36OID 5,000.0 $5K 0.00% NEW $0.97
1371 SCHWAB TARGET 2025 314.0 $5K 0.00% NEW $15.39
1372 NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 47.0 $5K 0.00% NEW $102.68
1373 FORTINET INC 31.0 $5K 0.00% -40.0 -56.3% $153.61
1374 CR CRANE COMPANY Industrials 21.0 $5K 0.00% -4.0 -16.0% $223.05 -6.8%
1375 PBA PEMBINA PIPELINE CORP Energy 100.0 $5K 0.00% $46.25 +7.2%
1376 THRIVENT AGGRESSIVE ALLOCATION S 206.0 $5K 0.00% NEW $22.36
1377 SINCLAIR INC 323.0 $5K 0.00% NEW $14.25
1378 MDYG SPDR SERIES TRUST 41.0 $5K 0.00% $112.10 -1.8%
1379 DNN DENISON MINES CORP Energy 1,500.0 $5K 0.00% $3.06 +2.3%
1380 ARTY ISHARES TR 60.0 $5K 0.00% $76.17 -3.5%
Page 69 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%