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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 6 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EFA ISHARES TR 3,616.0 $376K 0.09% +44.0 +1.2% $103.88 +3.3%
102 US TREASU NT 4.125 10/26UST NOTE DUE 10/31/26 354,000.0 $354K 0.08% NEW $1.00
103 GLDM WORLD GOLD TR Financial Services 4,370.0 $347K 0.08% -572.0 -11.6% $79.42 +12.8%
104 BNY MELLON LARGE CAP SECURITIES INC 16,782.0 $345K 0.08% NEW $20.57
105 TRV TRAVELERS COMPANIES INC Financial Services 1,031.0 $340K 0.08% -14.0 -1.3% $330.09 +10.4%
106 CLEVELAND MINN 4.125 46GO UTX DUE 12/15/46OID 335,000.0 $336K 0.08% NEW $1.00
107 NVT NVENT ELEC PLC Industrials 1,942.0 $329K 0.08% +2K +10000.0% $169.61 -9.0%
108 CVX CHEVRON CORPORATION Energy 1,978.0 $328K 0.08% -674.0 -25.4% $165.78 +24.2%
109 NIXON-SMILEY TE 4.125 54GO UTX DUE 08/15/54OID 350,000.0 $327K 0.08% NEW $0.93
110 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 348.0 $326K 0.08% -101.0 -22.5% $936.64 -0.3%
111 META META PLATFORMS INC Communication Services 577.0 $325K 0.08% -221.0 -27.7% $563.31 -3.1%
112 DFA US SMALL CAP I 5,205.0 $324K 0.08% NEW $62.28
113 IJR ISHARES TR 2,167.0 $321K 0.07% -557.0 -20.4% $148.32 -1.3%
114 FAST FASTENAL CO Industrials 6,689.0 $321K 0.07% -365.0 -5.2% $48.03 +5.5%
115 DFSD DIMENSIONAL ETF TRUST 6,706.0 $320K 0.07% +68.0 +1.0% $47.75 -0.9%
116 AMD ADVANCED MICRO DEVICES INC Technology 551.0 $320K 0.07% -136.0 -19.8% $580.91 -19.2%
117 NUVEEN MINNESOTA MUNICIPAL BOND I 29,288.0 $316K 0.07% NEW $10.79
118 GLD SPDR GOLD TR Financial Services 850.0 $313K 0.07% $368.38 +12.7%
119 MINNEAPOLIS MINN SP 5 28GO UTX DUE 02/01/28 300,000.0 $312K 0.07% NEW $1.04
120 BROOKLYN PARK MINN 4 44GO UTX DUE 02/01/44OID 315,000.0 $310K 0.07% NEW $0.98
Page 6 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%