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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 10 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SLB SLB LIMITED COM STK Energy 6,050.0 $281K 0.03% -113.0 -1.8% $46.49 +15.6%
182 RCL ROYAL CARRIBBEAN CRUISES LTD Consumer Cyclical 880.0 $279K 0.03% -129.0 -12.8% $317.53 -8.3%
183 EXPD EXPEDITORS INTL WASH INC Industrials 1,680.0 $274K 0.03% -1K -40.3% $162.98 +15.5%
184 ON ON SEMICONDUCTOR CORP COM Technology 2,889.0 $273K 0.02% -370.0 -11.3% $94.54 -21.7%
185 HEI HEICO CORP NEW COM Industrials 766.0 $273K 0.02% -240.0 -23.9% $356.19 -0.5%
186 ALC ALCON AG ORD SHS Healthcare 4,027.0 $270K 0.02% -1K -20.4% $67.10 +9.3%
187 CTAS CINTAS CORP Industrials 1,580.0 $269K 0.02% -407.0 -20.5% $170.08 +20.1%
188 VTV VANGUARD VALUE ETF 1,198.0 $261K 0.02% -244.0 -16.9% $218.02 +3.9%
189 TSN TYSON FOODS INC CL A Consumer Defensive 4,503.0 $258K 0.02% -2K -30.0% $57.25 +1.7%
190 CRS CARPENTER TECHNOLOGY CORP COM Industrials 417.0 $257K 0.02% -4.0 -0.9% $616.84 -19.9%
191 HUBB HUBBELL INC COM Industrials 491.0 $257K 0.02% -138.0 -21.9% $523.20 -9.9%
192 PSTG EVERPURE INC CL A 3,252.0 $256K 0.02% -657.0 -16.8% $78.79
193 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 2,538.0 $255K 0.02% -11K -81.3% $100.28 +7.4%
194 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 14,600.0 $254K 0.02% -418.0 -2.8% $17.42 +14.2%
195 TMUS T-MOBILE US INC COM Communication Services 1,516.0 $254K 0.02% -242.0 -13.8% $167.73 +8.9%
196 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 4,770.0 $252K 0.02% -2K -28.8% $52.76 +5.9%
197 LMT LOCKHEED MARTIN CORP Industrials 493.0 $251K 0.02% -300.0 -37.8% $509.46 +11.2%
198 PH PARKER-HANNIFIN CORP COM Industrials 256.0 $250K 0.02% -61.0 -19.2% $978.12 +2.2%
199 LASR NLIGHT INC COM Technology 3,590.0 $250K 0.02% -1K -29.3% $69.62 -32.2%
200 XEL XCEL ENERGY INC COM Utilities 3,102.0 $249K 0.02% -527.0 -14.5% $80.30 -4.3%
Page 10 of 42  ·  834 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%