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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 6 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NMR NOMURA HLDGS INC SPON ADR Financial Services 67,258.0 $591K 0.05% +4K +7.0% $8.78 +7.6%
102 MTCH MATCH GROUP INC NEW COM Communication Services 15,463.0 $588K 0.05% +289.0 +1.9% $38.05 +6.0%
103 KHC KRAFT HEINZ CO COM Consumer Defensive 24,748.0 $585K 0.05% +10K +63.4% $23.62 +8.3%
104 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 3,348.0 $580K 0.05% +51.0 +1.6% $173.12 -7.7%
105 ROK ROCKWELL AUTOMATION INC COM Industrials 1,166.0 $577K 0.05% +260.0 +28.7% $495.08 -12.9%
106 MT ARCELOR MITTAL - NY Basic Materials 9,513.0 $573K 0.05% +1K +12.9% $60.23 +18.1%
107 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 2,357.0 $568K 0.05% +305.0 +14.9% $240.97 +3.2%
108 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 6,184.0 $567K 0.05% +5K +496.9% $91.64 -0.1%
109 KMI KINDER MORGAN INC Energy 17,207.0 $550K 0.05% +3K +23.9% $31.97 -1.1%
110 DUK DUKE ENERGY CORP NEW COM NEW Utilities 4,340.0 $549K 0.05% +692.0 +19.0% $126.58 -3.1%
111 WAB WABTEC Industrials 2,030.0 $547K 0.05% +136.0 +7.2% $269.60 +8.4%
112 SCHD SCHWAB US DIVIDEND EQUITY ETF 17,202.0 $545K 0.05% +16K +919.7% $31.71 +9.8%
113 CNC CENTENE CORP DEL Healthcare 8,463.0 $543K 0.05% +4K +112.6% $64.19 -0.1%
114 APP APPLOVIN CORP COM CL A Technology 1,039.0 $535K 0.05% +177.0 +20.5% $515.23 -40.1%
115 IDXX IDEXX LABS INC Healthcare 1,014.0 $534K 0.05% +320.0 +46.1% $526.44 +3.7%
116 PGR PROGRESSIVE CORP COM Financial Services 2,438.0 $533K 0.05% +753.0 +44.7% $218.45 +0.9%
117 MDB MONGODB INC CL A Technology 1,575.0 $529K 0.05% +215.0 +15.8% $335.90 +25.1%
118 ROST ROSS STORES INC Consumer Cyclical 2,478.0 $527K 0.05% +109.0 +4.6% $212.85 +7.6%
119 IWD ISHARES RUSSELL 1000 VALUE ETF 2,173.0 $527K 0.05% +102.0 +4.9% $242.43 +5.7%
120 KRC KILROY REALTY CORP Real Estate 14,037.0 $526K 0.05% +6K +71.5% $37.47 -1.9%
Page 6 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%