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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 11 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FAF FIRST AMERICAN CORP Financial Services 5,294.0 $363K 0.03% +566.0 +12.0% $68.59 +4.6%
202 MSCI MSCI INC COM Financial Services 648.0 $363K 0.03% +75.0 +13.1% $560.04 +0.6%
203 FANG DIAMONDBACK ENERGY INC COM Energy 2,064.0 $363K 0.03% +236.0 +12.9% $175.80 +19.9%
204 RB GLOBAL INC COM 3,073.0 $358K 0.03% +439.0 +16.7% $116.45
205 BLD TOPBUILD COR COM Industrials 1,006.0 $357K 0.03% +24.0 +2.4% $354.53 +0.0%
206 DVN DEVON ENERGY CORP Energy 8,625.0 $356K 0.03% +5K +114.9% $41.32 +18.8%
207 TU TELUS CORPORATION COM Communication Services 33,363.0 $353K 0.03% +16K +93.2% $10.57 -6.4%
208 FIX COMFORT SYSTEMS USA INC Industrials 177.0 $351K 0.03% +11.0 +6.6% $1984.08 -16.6%
209 FMS FRESENIUS MEDICAL CARE AG Healthcare 15,507.0 $351K 0.03% +6K +60.2% $22.61 +3.6%
210 SWKS SKYWORKS SOLUTIONS INC COM Technology 5,162.0 $350K 0.03% +1K +33.8% $67.80 -1.0%
211 PSA PUBLIC STORAGE INC Real Estate 1,097.0 $349K 0.03% +21.0 +1.9% $318.31 +1.3%
212 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 10,265.0 $348K 0.03% +1K +15.8% $33.88 +10.2%
213 CANADIAN PACIFIC KANSAS CITY COM 4,012.0 $348K 0.03% +528.0 +15.2% $86.67
214 SBAC SBA COMMUNICATIONS CP Real Estate 1,936.0 $342K 0.03% +561.0 +40.8% $176.46 +3.5%
215 PPG PPG INDS INC COM Basic Materials 2,809.0 $341K 0.03% +2K +137.8% $121.29 -6.3%
216 OTIS OTIS WORLDWIDE CORP COM Industrials 4,752.0 $340K 0.03% +3K +177.6% $71.60 -0.2%
217 L LOEWS CORP COM Financial Services 2,981.0 $337K 0.03% +726.0 +32.2% $113.21 -3.0%
218 PSO PEARSON PLC SPONSORED ADR Communication Services 21,176.0 $336K 0.03% +9K +77.9% $15.89 +2.5%
219 CAG CONAGRA BRANDS INC COM Consumer Defensive 24,883.0 $335K 0.03% +22K +800.9% $13.46 +22.1%
220 WBD DISCOVERY HLDG CO Communication Services 12,495.0 $333K 0.03% +458.0 +3.8% $26.66 +7.1%
Page 11 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%