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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.1B AUM 2,745 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 104 New 1150 Added 834 Reduced 135 Exited
Page 10 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NVMI NOVA LTD COM Technology 723.0 $393K 0.04% +19.0 +2.7% $542.94 -30.7%
182 EMERA INC COM 7,396.0 $392K 0.04% +963.0 +15.0% $53.03
183 EXC EXELON CORP COM Utilities 8,385.0 $391K 0.04% +284.0 +3.5% $46.62 -5.5%
184 ARGX ARGENX SE SPONSORED ADR Healthcare 419.0 $389K 0.04% +63.0 +17.7% $927.77 +12.9%
185 CTVA CORTEVA INC COM Basic Materials 4,580.0 $388K 0.04% +417.0 +10.0% $84.69 -4.0%
186 VRT VERTIV HOLDINGS CO COM CL A Industrials 1,156.0 $387K 0.04% +34.0 +3.0% $334.82 -21.7%
187 EVRG EVERGY INC COM Utilities 4,421.0 $382K 0.03% +309.0 +7.5% $86.43 -6.0%
188 FIRST HAWAIIAN INC COM 12,972.0 $380K 0.03% +5K +56.2% $29.30
189 TRV TRAVELERS COMPANIES INC COM Financial Services 1,151.0 $380K 0.03% +419.0 +57.2% $330.12 +10.4%
190 WWD WOODWARD INC COM Industrials 892.0 $379K 0.03% +411.0 +85.5% $425.44 -19.0%
191 AFRM AFFIRM HLDGS INC COM CL A Technology 4,652.0 $379K 0.03% +1K +34.7% $81.55 -6.6%
192 NEM NEWMONT CORP COM Basic Materials 4,047.0 $378K 0.03% +140.0 +3.6% $93.40 +40.9%
193 SLF SUN LIFE FINANCIAL INC. COM Financial Services 4,807.0 $377K 0.03% +656.0 +15.8% $78.42 +0.8%
194 IVZ INVESCO PLC NEW SPONSORED ADR Financial Services 14,280.0 $377K 0.03% +965.0 +7.2% $26.39 +20.7%
195 MRVL MARVELL TECHNOLOGY GROUP LTD Technology 1,255.0 $374K 0.03% +661.0 +111.3% $297.89 -20.3%
196 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 8,245.0 $372K 0.03% +1K +15.3% $45.11 +18.3%
197 DLR DIGITAL REALTY TRUST INC Real Estate 2,066.0 $371K 0.03% +588.0 +39.8% $179.57 +6.6%
198 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 1,032.0 $370K 0.03% +455.0 +78.9% $359.00 -1.5%
199 CIEN CIENA CORP COM NEW Technology 750.0 $368K 0.03% +227.0 +43.4% $490.56 -18.8%
200 BPOP POPULAR INC COM NEW Financial Services 2,240.0 $368K 0.03% +130.0 +6.2% $164.18 +2.9%
Page 10 of 58  ·  1,150 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 35.3%
Financial Services 17.4%
Industrials 10.5%
Healthcare 8.5%
Consumer Cyclical 8.4%
Communication Services 4.3%
Energy 3.8%
Consumer Defensive 3.7%
Real Estate 2.7%
Utilities 2.7%