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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 19 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 7,512.0 $174K 0.02% +2K +31.1% $23.13 -15.9%
362 LSTR LANDSTAR SYSTEMS INC Industrials 839.0 $174K 0.02% +475.0 +130.5% $206.81 -9.8%
363 NXPI NXP SEMICONDUCTORS N V COM Technology 617.0 $173K 0.02% +7.0 +1.1% $281.03 -19.7%
364 AMG AFFILIATED MANAGERS GROUP INC Financial Services 512.0 $173K 0.02% +15.0 +3.0% $338.40 +5.3%
365 APG API GROUP CORP COM STK Industrials 4,088.0 $173K 0.02% +722.0 +21.4% $42.35 -2.8%
366 ENVA ENOVA INTL INC COM Financial Services 718.0 $173K 0.01% +19.0 +2.7% $240.73 +0.9%
367 SCCO SOUTHERN PERU COPPER CORP Basic Materials 986.0 $172K 0.01% +17.0 +1.8% $174.26 +24.0%
368 STE STERIS PLC SHS USD Healthcare 812.0 $171K 0.01% +389.0 +92.0% $210.57 +13.0%
369 PWR QUANTA SERVICES INC Industrials 237.0 $171K 0.01% +33.0 +16.2% $720.04 -11.2%
370 CELC CELCUITY INC COM Healthcare 1,630.0 $171K 0.01% +26.0 +1.6% $104.62 -10.6%
371 AUB ATLANTIC UN BANKSHARES CORP COM Financial Services 3,939.0 $167K 0.01% +1K +37.1% $42.31 -2.7%
372 SLAB SILICON LABORATORIESINC OC COM Technology 751.0 $164K 0.01% +15.0 +2.0% $218.56 -0.3%
373 CVNA CARVANA CO CL A Consumer Cyclical 2,480.0 $163K 0.01% +2K +483.5% $65.82 +6.2%
374 OXY OCCIDENTAL PETE CORP COM Energy 3,351.0 $163K 0.01% +860.0 +34.5% $48.58 +26.2%
375 OC OWENS CORNING NEW COM Industrials 1,017.0 $162K 0.01% +123.0 +13.8% $158.96 -6.9%
376 MEDP MEDPACE HLDGS INC COM Healthcare 303.0 $160K 0.01% +4.0 +1.3% $529.59 +17.2%
377 VEU VANGUARD FTSE ALL-WORLD EX-US 1,905.0 $160K 0.01% +560.0 +41.6% $83.75 +2.3%
378 O REALTY INCOME CORP Real Estate 2,558.0 $158K 0.01% +1K +123.4% $61.96 +1.0%
379 LNC LINCOLN NATL CORP IND COM Financial Services 4,483.0 $158K 0.01% +77.0 +1.8% $35.35 +19.2%
380 AWK AMERICAN WATER WORKS CO Utilities 1,199.0 $158K 0.01% +74.0 +6.6% $131.58 +2.9%
Page 19 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%