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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 18 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 7,828.0 $96K 0.01% -101.0 -1.3% $12.30 +5.0%
342 CDW CDW CORP COM Technology 681.0 $96K 0.01% -221.0 -24.5% $140.64 -2.4%
343 LVS LAS VEGAS SANDS CORP Consumer Cyclical 2,073.0 $96K 0.01% -379.0 -15.5% $46.19 +1.8%
344 AGO ASSURED GUARANTY LTD COM Financial Services 1,189.0 $95K 0.01% -2K -67.5% $80.16 -7.1%
345 SCL STEPAN CO COM Basic Materials 1,689.0 $94K 0.01% -9.0 -0.5% $55.72 +14.2%
346 DY DYCOM INDS INC COM Industrials 184.0 $93K 0.01% -3.0 -1.6% $505.59 -22.3%
347 FITB FIFTH THIRD BANCORP Financial Services 1,639.0 $92K 0.01% -54.0 -3.2% $56.37 -2.7%
348 ADNT ADIENT PLC ORD SHS Consumer Cyclical 5,003.0 $92K 0.01% -811.0 -13.9% $18.38 +8.9%
349 KSS KOHLS CORP Consumer Cyclical 5,152.0 $91K 0.01% -354.0 -6.4% $17.72 -0.7%
350 SYNA SYNAPTICS INC Technology 730.0 $91K 0.01% -30.0 -4.0% $124.23 -21.4%
351 SONO SONOS INC COM Technology 6,696.0 $91K 0.01% -35.0 -0.5% $13.53 +17.0%
352 MGNI MAGNITE INC COM Communication Services 4,715.0 $89K 0.01% -814.0 -14.7% $18.98 +23.8%
353 ZTS ZOETIS INC COM CL A Healthcare 1,244.0 $89K 0.01% -701.0 -36.0% $71.86 +8.2%
354 AMT AMERICAN TOWER CORP Real Estate 543.0 $89K 0.01% -130.0 -19.3% $163.57 +7.5%
355 EFX EQUIFAX INC COM Industrials 556.0 $88K 0.01% -346.0 -38.4% $158.72 +21.4%
356 WRLD WORLD ACCEPTANCE CP Financial Services 389.0 $87K 0.01% -3.0 -0.8% $223.83 -15.9%
357 KDP KEURIG DR PEPPER INC COM Consumer Defensive 2,657.0 $87K 0.01% -8K -74.5% $32.73 -2.1%
358 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 2,186.0 $87K 0.01% -1K -35.7% $39.68 +5.5%
359 DOCN DIGITALOCEAN HLDGS INC COM Technology 551.0 $87K 0.01% -193.0 -25.9% $157.03 -26.4%
360 VST VISTRA CORP COM Utilities 541.0 $86K 0.01% -336.0 -38.3% $158.63 -14.1%
Page 18 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%