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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 20 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RS RELIANCE STEEL & ALUMINUM Basic Materials 421.0 $157K 0.01% +50.0 +13.5% $373.60 +3.8%
382 NVR NVR INC COM Consumer Cyclical 23.0 $157K 0.01% +19.0 +475.0% $6813.39 -6.7%
383 AVT AVNET INC COM Technology 1,754.0 $156K 0.01% +466.0 +36.2% $88.82 -0.2%
384 PPL PPL CORP COM Utilities 4,277.0 $155K 0.01% +2K +128.0% $36.35 -5.4%
385 LEG LEGGETT & PLATT INC COM Consumer Cyclical 13,196.0 $155K 0.01% +8K +156.3% $11.71 -19.6%
386 PK PARK HOTELS & RESORTS INC COM Real Estate 10,838.0 $154K 0.01% +1K +10.5% $14.25 +10.7%
387 INBK FIRST INTERNET BANCORP COM Financial Services 5,533.0 $154K 0.01% +376.0 +7.3% $27.80 +5.0%
388 SOUTH STATE CORP COM USD2.5 1,535.0 $153K 0.01% +553.0 +56.3% $99.90
389 MRNA MODERNA INC COM Healthcare 2,189.0 $153K 0.01% +1K +86.1% $70.03 +107.2%
390 TDY TELEDYNE TECHNOLOGIES INC Technology 228.0 $152K 0.01% +58.0 +34.1% $666.90 -4.6%
391 KFY KORN FERRY INTL Industrials 2,240.0 $149K 0.01% +820.0 +57.8% $66.58 +27.8%
392 ACA ARCOSA INC COM Industrials 1,025.0 $149K 0.01% +135.0 +15.2% $145.29 -0.3%
393 LGIH LGI HOMES INC COM Consumer Cyclical 2,314.0 $147K 0.01% +1K +105.9% $63.68 -8.7%
394 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 2,549.0 $146K 0.01% +2K +310.5% $57.22 +16.6%
395 KFRC KFORCE INC COM Industrials 3,096.0 $145K 0.01% +387.0 +14.3% $46.92 +24.4%
396 POWL POWELL INDS INC COM Industrials 506.0 $145K 0.01% +336.0 +197.7% $286.36 -31.0%
397 CALY CALLAWAY GOLF CO Consumer Cyclical 7,641.0 $144K 0.01% +807.0 +11.8% $18.79 -15.4%
398 FCNCA FIRST CITIZENS BANCSHARES INC Financial Services 68.0 $141K 0.01% +30.0 +79.0% $2080.79 +4.9%
399 ROIV ROIVANT SCIENCES LTD SHS Healthcare 3,995.0 $141K 0.01% +487.0 +13.9% $35.39 +2.6%
400 EPD ENTERPRISE PRODS PARTNERS L P 3,841.0 $141K 0.01% +50.0 +1.3% $36.76
Page 20 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%