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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 5 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EA ELECTRONICS ARTS Communication Services 3,377.0 $692K 0.06% +235.0 +7.5% $205.04 +2.3%
82 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 42,686.0 $684K 0.06% +4K +10.8% $16.03 +13.9%
83 ED CONSOLIDATED EDISON INC COM Utilities 6,037.0 $668K 0.06% +1K +21.1% $110.64 -1.5%
84 A AGILENT TECH INC Healthcare 4,957.0 $658K 0.06% +2K +57.7% $132.83 +19.4%
85 FERROVIAL NV ORD SHS 9,542.0 $654K 0.06% +610.0 +6.8% $68.57
86 DIS DISNEY WALT CO COM Communication Services 6,737.0 $648K 0.06% +374.0 +5.9% $96.25 +11.4%
87 QQQ POWERSHARES QQQ TR Financial Services 880.0 $648K 0.06% +235.0 +36.4% $736.72 -3.6%
88 FORTINET INC COM 4,201.0 $645K 0.06% +2K +56.5% $153.62
89 PANW PALO ALTO NETWORKS INC COM Technology 1,883.0 $642K 0.06% +310.0 +19.7% $341.02 +3.7%
90 CRH PLC ORD 5,904.0 $632K 0.06% +629.0 +11.9% $107.00
91 ROKU ROKU INC COM CL A Communication Services 4,560.0 $630K 0.06% +739.0 +19.3% $138.14 +13.8%
92 FTS FORTIS INC COM Utilities 10,957.0 $627K 0.06% +348.0 +3.3% $57.23 -1.0%
93 FFIV F5 NETWORKS INC Technology 1,501.0 $624K 0.06% +62.0 +4.3% $415.96 -8.5%
94 STX SEAGATE TECHNOLOGY Technology 643.0 $620K 0.06% +136.0 +26.8% $965.00 -11.6%
95 MO ALTRIA GROUP INC COM Consumer Defensive 8,555.0 $616K 0.06% +519.0 +6.5% $71.95 -7.2%
96 CFG CITIZENS FINL GROUP INC COM Financial Services 8,651.0 $606K 0.05% +1K +20.6% $70.07 -0.3%
97 NNN NATIONAL RETAIL PPTYS Real Estate 12,958.0 $603K 0.05% +923.0 +7.7% $46.53 -0.5%
98 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 7,605.0 $602K 0.05% +901.0 +13.4% $79.22 +6.3%
99 CB CHUBB LIMITED COM Financial Services 1,763.0 $601K 0.05% +485.0 +38.0% $340.74 +0.7%
100 MTZ MASTEC INC COM Industrials 1,423.0 $592K 0.05% +70.0 +5.2% $416.06 -35.4%
Page 5 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%