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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 13 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 1,021.0 $193K 0.02% -56.0 -5.2% $189.45 -32.9%
242 ENTERGY CORP NEW COM 1,655.0 $190K 0.02% -31.0 -1.8% $114.86
243 RCI ROGERS COMMUNICATIONS INC CL B Communication Services 5,846.0 $190K 0.02% -1K -19.0% $32.50 +11.6%
244 WAL WESTERN ALLIANCE BANCORP Financial Services 2,303.0 $189K 0.02% -1K -35.0% $82.20 -3.1%
245 SITM SITIME CORP COM Technology 252.0 $188K 0.02% -9.0 -3.5% $745.56 -17.5%
246 MYRG MYR GROUP INC. Industrials 374.0 $187K 0.02% -44.0 -10.5% $500.40 -37.9%
247 IBKR INTERACTIVE BROKERS GROUP INC Financial Services 2,138.0 $186K 0.02% -385.0 -15.3% $87.04 +7.8%
248 NWS NEWS CORP NEW CL B 6,569.0 $184K 0.02% -250.0 -3.7% $28.06
249 NVCR NOVOCURE LTD ORD SHS Healthcare 12,093.0 $183K 0.02% -3K -20.8% $15.15 +12.9%
250 CBRE CBRE GROUP INC A Real Estate 1,339.0 $180K 0.02% -406.0 -23.3% $134.69 +12.9%
251 VAC MARRIOTT VACATIONS WORLDWIDE CORP COM Consumer Cyclical 1,766.0 $180K 0.02% -164.0 -8.5% $101.88 +10.5%
252 WEC WEC ENERGY GROUP INC COM Utilities 1,530.0 $179K 0.02% -46.0 -2.9% $116.77 -9.2%
253 PNC PNC FINL SVCS GROUP INC COM Financial Services 723.0 $178K 0.02% -112.0 -13.4% $246.22 -1.3%
254 STLD STEEL DYNAMICS INC Basic Materials 775.0 $178K 0.02% -78.0 -9.1% $229.46 -0.3%
255 CENCORA INC COM 628.0 $178K 0.02% -192.0 -23.4% $282.98
256 DASH DOORDASH INC CL A Communication Services 955.0 $176K 0.02% -849.0 -47.1% $184.53 +21.1%
257 TXT TEXTRON INC COM Industrials 1,895.0 $174K 0.02% -366.0 -16.2% $91.73 -9.6%
258 DGX QUEST DIAGNOSTICS INC Healthcare 820.0 $174K 0.02% -106.0 -11.4% $211.95 +15.3%
259 SYK STRYKER CORP Healthcare 549.0 $173K 0.01% -1K -66.3% $314.84 +4.6%
260 SF STIFEL FINANCIAL CP Financial Services 2,433.0 $170K 0.01% -119.0 -4.7% $69.77 +16.0%
Page 13 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%