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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 14 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ODFL OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES Industrials 1,273.0 $276K 0.03% +355.0 +38.7% $216.60 -4.7%
262 BWA BORG WARNER AUTOMOTIVE INC Consumer Cyclical 4,134.0 $274K 0.03% +395.0 +10.6% $66.40 +2.1%
263 SYY SYSCO CORP COM Consumer Defensive 3,281.0 $274K 0.03% +54.0 +1.7% $83.58 +0.6%
264 FRT FEDERAL REALTY INVST TR SH BEN INT NEW Real Estate 2,215.0 $273K 0.03% +301.0 +15.7% $123.44 -5.4%
265 AEE AMEREN CORP Utilities 2,379.0 $269K 0.02% +631.0 +36.1% $113.04 -6.1%
266 SMURFIT WESTROCK PLC SHS 5,788.0 $268K 0.02% +3K +103.2% $46.26
267 DTE DTE ENERGY CO COM Utilities 1,756.0 $268K 0.02% +94.0 +5.7% $152.37 -11.3%
268 MSM MSC INDL DIRECT INC Industrials 2,247.0 $267K 0.02% +195.0 +9.5% $118.95 +0.7%
269 UNM UNUM GROUP Financial Services 2,986.0 $267K 0.02% +819.0 +37.8% $89.40 -1.8%
270 NWSA NEWS CORP NEW CL A Communication Services 10,750.0 $267K 0.02% +3K +39.1% $24.83 +22.4%
271 WTS WATTS WATER TECHNOLOGIES CL A Industrials 674.0 $264K 0.02% +277.0 +69.8% $391.45 -4.1%
272 MAN MANPOWER INC WIS Industrials 7,798.0 $263K 0.02% +5K +137.9% $33.77 +82.0%
273 HAS HASBRO INC COM Consumer Cyclical 3,175.0 $262K 0.02% +29.0 +0.9% $82.59 +13.3%
274 PNW PINNACLE WEST CAP CORP COM Utilities 2,428.0 $260K 0.02% +354.0 +17.1% $107.00 -9.0%
275 LECO LINCOLN ELEC HLDGS INC Industrials 975.0 $259K 0.02% +90.0 +10.2% $265.51 +6.1%
276 MELI MERCADOLIBRE INC Consumer Cyclical 151.0 $256K 0.02% +7.0 +4.9% $1698.10 +13.2%
277 RVTY REVVITY INC COM Healthcare 2,280.0 $254K 0.02% +376.0 +19.8% $111.26 +12.1%
278 LNG CHENIERE ENERGY INC COM NEW Energy 1,059.0 $253K 0.02% +180.0 +20.5% $239.01 +16.1%
279 AON AON CORP Financial Services 763.0 $253K 0.02% +56.0 +7.9% $331.69 +7.1%
280 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 3,478.0 $252K 0.02% +207.0 +6.3% $72.51 +11.5%
Page 14 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%