BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JNJ JOHNSON & JOHNSON Healthcare 1,032.0 $262K 0.06% -162.0 -13.6% $254.01 +6.6%
142 MDT MEDTRONIC PLC Healthcare 3,314.0 $259K 0.06% -169.0 -4.8% $78.23 +18.8%
143 VO VANGUARD INDEX FDS 3,126.0 $252K 0.06% +2K +269.5% $80.57 +3.0%
144 SAUK RAPIDS MIN 4.125 44GO UTX DUE 02/01/44OID 250,000.0 $251K 0.06% NEW $1.01
145 STILLWATER MINN IND 4 43GO UTX DUE 02/01/43 250,000.0 $251K 0.06% NEW $1.00
146 DASSEL COKATO MINN 4 43GO UTX DUE 02/01/43 250,000.0 $251K 0.06% NEW $1.00
147 FOLEY MINN INDPT SC 5 37GO UTX DUE 02/01/37 225,000.0 $250K 0.06% NEW $1.11
148 QQQ INVESCO QQQ TR Financial Services 338.0 $249K 0.06% -183.0 -35.1% $736.13 -3.0%
149 ORCL ORACLE CORP Technology 1,689.0 $248K 0.06% -819.0 -32.7% $146.58 +0.5%
150 SCHE SCHWAB STRATEGIC TR 6,826.0 $248K 0.06% -2K -25.0% $36.26 +2.0%
151 PARK RAPIDS MINN IN 4 31GO UTX DUE 02/01/31 235,000.0 $247K 0.06% NEW $1.05
152 SALLIE MAE BANK 3.9 30CD FDIC INS DUE 12/10/30US 250,000.0 $247K 0.06% NEW $0.99
153 MINNESOTA ST 5 42GO UTX DUE 08/01/42 220,000.0 $244K 0.06% NEW $1.11
154 IGM ISHARES TR 1,489.0 $244K 0.06% $163.57 -2.9%
155 FLRN SPDR SERIES TRUST 7,891.0 $243K 0.06% -431.0 -5.2% $30.85 -0.1%
156 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 509.0 $243K 0.06% $477.57 -12.5%
157 VPU VANGUARD WORLD FD 1,228.0 $240K 0.06% $195.82 -4.8%
158 FIDELITY SELECT TECHNOLOGY 4,318.0 $240K 0.06% NEW $55.64
159 AUBREY TEX INDPT SC 4 49GO UTX DUE 02/15/49OID 250,000.0 $234K 0.06% NEW $0.94
160 ST FRANCIS MINN 4.125 46GO UTX DUE 02/01/46OID 235,000.0 $234K 0.06% NEW $1.00
Page 8 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 22.5%
Financial Services 16.9%
Industrials 15.5%
Healthcare 15.0%
Consumer Defensive 8.0%
Utilities 6.7%
Consumer Cyclical 5.8%
Communication Services 3.3%
Energy 3.2%
Basic Materials 2.6%