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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 4 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGE AVANTIS ALL EQUITY MARKETS ETF 8,339.0 $826K 0.07% +404.0 +5.1% $99.10 +2.4%
62 BUD ANHEUSER BUSCH Consumer Defensive 9,833.0 $810K 0.07% +361.0 +3.8% $82.40 -5.2%
63 UAL UNITED CONTL HLDGS INC Industrials 5,868.0 $798K 0.07% +305.0 +5.5% $135.99 -14.9%
64 PB PROSPERITY BANCSHARES INC Financial Services 10,921.0 $798K 0.07% +348.0 +3.3% $73.03 -0.2%
65 YETI YETI HLDGS INC COM Consumer Cyclical 16,078.0 $797K 0.07% +3K +19.0% $49.56 -11.1%
66 TXN TEXAS INSTRS INC COM Technology 2,657.0 $792K 0.07% +426.0 +19.1% $298.07 -10.3%
67 MAS MASCO CORP COM Industrials 9,650.0 $785K 0.07% +3K +39.0% $81.37 -7.5%
68 EBAY EBAY INC Consumer Cyclical 6,925.0 $774K 0.07% +898.0 +14.9% $111.74 -8.1%
69 SNA SNAP ON INC COM Industrials 1,890.0 $761K 0.07% +191.0 +11.2% $402.40 -2.1%
70 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 9,150.0 $758K 0.07% +347.0 +3.9% $82.87 -2.7%
71 DB DEUTSCHE BK AG NAMEN AKT Financial Services 22,407.0 $756K 0.07% +612.0 +2.8% $33.76 +12.6%
72 BMO BANK OF MONTREAL Financial Services 4,241.0 $749K 0.07% +78.0 +1.9% $176.70 -0.5%
73 ESS ESSEX PPTY TR REIT Real Estate 2,525.0 $736K 0.07% +85.0 +3.5% $291.59 -1.5%
74 STT STATE STR CORP COM Financial Services 4,262.0 $723K 0.07% +626.0 +17.2% $169.60 +9.6%
75 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 7,825.0 $721K 0.07% +184.0 +2.4% $92.09 -1.0%
76 BCS BARCLAYS PLC ADR Financial Services 26,542.0 $713K 0.06% +7K +37.3% $26.86 +0.0%
77 GSK GSK PLC SPONSORED ADR Healthcare 13,555.0 $711K 0.06% +142.0 +1.1% $52.42 +0.9%
78 GWW WW GRAINGER INC COM Industrials 518.0 $705K 0.06% +145.0 +38.9% $1360.40 -3.9%
79 ZM ZOOM COMMUNICATIONS INC CL A Technology 8,121.0 $701K 0.06% +720.0 +9.7% $86.31 +24.5%
80 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 14,566.0 $695K 0.06% +667.0 +4.8% $47.74 -10.4%
Page 4 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 34.9%
Financial Services 17.3%
Industrials 10.3%
Healthcare 8.4%
Consumer Cyclical 8.3%
Communication Services 5.4%
Energy 3.8%
Consumer Defensive 3.7%
Real Estate 2.8%
Utilities 2.6%