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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 16 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TRP TC ENERGY CORP COM Energy 3,504.0 $232K 0.02% +89.0 +2.6% $66.21 -6.3%
302 EVEREST REINSURANCE GROUP LTD 634.0 $226K 0.02% +163.0 +34.6% $357.23
303 FNB F N B CORP-PA Financial Services 11,861.0 $226K 0.02% +1K +9.7% $19.08 -2.9%
304 IWM ISHARES RUSSELL 2000 ETF 751.0 $226K 0.02% +15.0 +2.0% $300.29 -0.1%
305 DG DOLLAR GEN CORP Consumer Defensive 1,941.0 $223K 0.02% +291.0 +17.6% $115.11 +7.2%
306 PLD PROLOGIS SHARE BENEFICIAL INT Real Estate 1,640.0 $222K 0.02% +213.0 +14.9% $135.47 +4.7%
307 MUSA MURPHY USA INC COM Consumer Cyclical 412.0 $222K 0.02% +56.0 +15.7% $538.87 +5.7%
308 CINF CINCINNATI FINL CORP COM Financial Services 1,194.0 $221K 0.02% +317.0 +36.1% $185.14 -9.1%
309 BEN FRANKLIN RES INC Financial Services 6,572.0 $219K 0.02% +950.0 +16.9% $33.27 +3.1%
310 WTFC WINTRUST FINANCIAL CP Financial Services 1,348.0 $217K 0.02% +110.0 +8.9% $160.72 -5.0%
311 LEN LENNAR CORP CL A Consumer Cyclical 2,357.0 $213K 0.02% +1K +153.2% $90.49 -3.8%
312 NTRA NATERA INC COM Healthcare 779.0 $211K 0.02% +215.0 +38.1% $271.45 +22.3%
313 AXTA AXALTA COATING SYS LTD COM Basic Materials 6,107.0 $209K 0.02% +1K +24.5% $34.22 +5.8%
314 EWBC EAST WEST BANCORP Financial Services 1,618.0 $209K 0.02% +27.0 +1.7% $129.09 +0.7%
315 RKLB ROCKET LAB CORP COM Industrials 2,049.0 $208K 0.02% +100.0 +5.1% $101.65 -28.6%
316 TDC TERADATA CORP Technology 5,996.0 $208K 0.02% +4K +141.0% $34.65 -20.1%
317 AMCOR PLC COM NEW 4,767.0 $207K 0.02% +2K +58.7% $43.35
318 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 755.0 $205K 0.02% +56.0 +8.0% $271.95 -15.2%
319 CMS CMS ENERGY CORP COM Utilities 2,680.0 $205K 0.02% +436.0 +19.4% $76.50 -10.8%
320 VICI VICI PPTYS INC COM Real Estate 7,664.0 $203K 0.02% +3K +54.4% $26.55 -0.2%
Page 16 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%