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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 12 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VGSH VANGUARD SHORT-TERM TREASURY ETF 3,748.0 $218K 0.02% -3K -46.1% $58.21 -0.1%
222 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 1,916.0 $215K 0.02% -242.0 -11.2% $112.32 +40.5%
223 SDY SPDR SER TR S&P DIVID ETF 1,411.0 $215K 0.02% -646.0 -31.4% $152.18 +4.1%
224 REGN REGENERON PHARMACEUTICALS INC Healthcare 344.0 $214K 0.02% -68.0 -16.5% $623.54 +33.8%
225 BSX BOSTON SCIENTIFIC CORP Healthcare 5,005.0 $214K 0.02% -372.0 -6.9% $42.68 +18.0%
226 CNH GLOBAL NV SHS ISIN #NL0000298933 18,988.0 $213K 0.02% -2K -8.9% $11.23
227 SANM SANMINA CORP COM Technology 837.0 $212K 0.02% -115.0 -12.1% $253.08 -25.4%
228 WBS WEBSTER FINL CORP CONN Financial Services 2,770.0 $212K 0.02% -131.0 -4.5% $76.42 +1.5%
229 MMM 3M CO COM Industrials 1,298.0 $210K 0.02% -829.0 -39.0% $161.91 +10.5%
230 FBIN FORTUNE BRANDS HOME & SECURITY INC WI Industrials 3,822.0 $210K 0.02% -491.0 -11.4% $54.90 -18.9%
231 BWXT BABCOCK COMMON STOCK Industrials 1,066.0 $208K 0.02% -41.0 -3.7% $194.70 -19.5%
232 MXL MAXLINEAR INC COM Technology 1,593.0 $204K 0.02% -808.0 -33.6% $128.03 -48.0%
233 CEG CONSTELLATION ENERGY CORP COM Utilities 816.0 $203K 0.02% -159.0 -16.3% $248.37 +9.9%
234 AMRIZE LTD SHS 3,770.0 $201K 0.02% -2K -30.8% $53.30
235 HSY HERSHEY CO COM Consumer Defensive 1,141.0 $200K 0.02% -954.0 -45.5% $175.45 +6.3%
236 DHI D R HORTON INC Consumer Cyclical 1,218.0 $198K 0.02% -41.0 -3.3% $162.88 -8.9%
237 CCJ CAMECO CORP F Energy 1,915.0 $195K 0.02% -207.0 -9.8% $101.86 +0.6%
238 AZO AUTOZONE INC NEV Consumer Cyclical 61.0 $195K 0.02% -21.0 -25.6% $3195.93 -7.4%
239 DHR DANAHER CORP Healthcare 1,023.0 $195K 0.02% -835.0 -44.9% $190.48 +14.9%
240 ALAB ASTERA LABS INC COM Technology 402.0 $194K 0.02% -60.0 -13.0% $483.02 -41.0%
Page 12 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%