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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 17 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 5,068.0 $203K 0.02% +51.0 +1.0% $40.13 +10.9%
322 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 6,114.0 $203K 0.02% +5K +315.9% $33.26 +8.3%
323 EME EMCOR GROUP INC Industrials 245.0 $203K 0.02% +53.0 +27.6% $829.88 -6.4%
324 CCEP COCA COLA ENTERPRISEINC Consumer Defensive 2,021.0 $202K 0.02% +93.0 +4.8% $100.07 +7.9%
325 NTR NUTRIEN LTD COM Basic Materials 3,211.0 $202K 0.02% +153.0 +5.0% $62.98 +19.5%
326 KR KROGER CO COM Consumer Defensive 3,594.0 $200K 0.02% +267.0 +8.0% $55.53 +4.3%
327 CDNS CADENCE DESIGN SYSTEM INC COM Technology 530.0 $199K 0.02% +71.0 +15.5% $375.32 -15.0%
328 EL ESTEE LAUDER COMPANIES INC Consumer Defensive 2,517.0 $199K 0.02% +1K +80.4% $78.95 +29.1%
329 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 582.0 $197K 0.02% +30.0 +5.4% $338.15 +1.0%
330 EQIX EQUINIX INC COM Real Estate 186.0 $194K 0.02% +22.0 +13.4% $1042.39 +2.2%
331 ATO ATMOS ENERGY CORP Utilities 1,119.0 $193K 0.02% +66.0 +6.3% $172.27 -3.1%
332 RAMP LIVERAMP HLDGS INC COM Technology 5,113.0 $192K 0.02% +79.0 +1.6% $37.64 -0.2%
333 ARMK ARAMARK COM Industrials 3,373.0 $192K 0.02% +3K +1091.9% $56.90 +5.0%
334 HIG HARTFORD FINL SVCS GROUP INC Financial Services 1,443.0 $191K 0.02% +87.0 +6.4% $132.52 +2.7%
335 FMC TECHNOLOGIES INC 2,874.0 $191K 0.02% +23.0 +0.8% $66.30
336 ALGT ALLEGIANT TRAVEL CO Industrials 1,604.0 $189K 0.02% +524.0 +48.5% $117.60 -30.4%
337 COLB COLUMBIA BANKING SYSTEM INC Financial Services 5,883.0 $189K 0.02% +575.0 +10.8% $32.05 -3.9%
338 TEAM ATLASSIAN CORPORATION CL A Technology 2,418.0 $188K 0.02% +1K +87.2% $77.79 +120.9%
339 SEIC SEI INVESTMENTS CO Financial Services 2,139.0 $188K 0.02% +239.0 +12.6% $87.71 +24.9%
340 VTRS VIATRIS INC COM Healthcare 11,789.0 $187K 0.02% +67.0 +0.6% $15.88 +2.8%
Page 17 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%