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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 11 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 STRL STERLING INFRASTRUCTURE INC COM Industrials 291.0 $244K 0.02% -24.0 -7.6% $839.36 -38.4%
202 HE HAWAIIAN ELEC INDS INC MTN BE COM Utilities 17,858.0 $242K 0.02% -2K -11.2% $13.53 -15.0%
203 ADSK AUTODESK INC Technology 1,239.0 $241K 0.02% -1K -47.1% $194.42 +30.6%
204 MSGE SPHERE ENTERTAINMENT CO CL A Communication Services 1,392.0 $241K 0.02% -28.0 -2.0% $173.03 -53.8%
205 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 3,754.0 $240K 0.02% -1K -25.9% $64.01 +16.9%
206 TOL TOLL BROS INC Consumer Cyclical 1,452.0 $239K 0.02% -2K -55.4% $164.75 -10.7%
207 ZBH ZIMMER HLDGS INC Healthcare 2,763.0 $238K 0.02% -188.0 -6.4% $86.09 +17.3%
208 SNN SMITH & NEPHEW PLC ADR Healthcare 8,205.0 $236K 0.02% -774.0 -8.6% $28.81 +1.6%
209 FRSH FRESHWORKS INC CLASS A COM Technology 23,083.0 $234K 0.02% -3K -10.5% $10.12 +28.3%
210 YUM YUM! BRANDS INC Consumer Cyclical 1,457.0 $233K 0.02% -10.0 -0.7% $159.86 -4.3%
211 ORI OLD REP INTL CORP COM Financial Services 5,632.0 $230K 0.02% -2K -25.6% $40.92 +1.6%
212 ALLE ALLEGION PLC Industrials 1,635.0 $230K 0.02% -1K -41.9% $140.49 +15.5%
213 FORM FORMFACTOR INC CMN Technology 1,424.0 $228K 0.02% -114.0 -7.4% $159.93 -28.6%
214 BCE BCE INC COM NEW Communication Services 10,555.0 $227K 0.02% -2K -17.5% $21.53 +10.1%
215 FOXA FOX CORP CL A COM Communication Services 4,291.0 $224K 0.02% -4K -46.5% $52.16 +31.4%
216 NTAP NETAPP INC Technology 1,445.0 $224K 0.02% -404.0 -21.9% $154.76 +24.2%
217 NSC NORFOLK SOUTHERN CRP Industrials 710.0 $223K 0.02% -109.0 -13.3% $314.59 +11.5%
218 ITT ITT INDUSTRIES INC Industrials 1,127.0 $223K 0.02% -759.0 -40.2% $197.76 +5.2%
219 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 9,055.0 $223K 0.02% -1K -13.1% $24.61 -2.6%
220 HST HOST MARRIOTT CORP NEW REIT Real Estate 9,358.0 $222K 0.02% -485.0 -4.9% $23.71 -2.1%
Page 11 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%