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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 8 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CRM SALESFORCE COM Technology 2,670.0 $418K 0.04% -845.0 -24.0% $156.66 +34.4%
142 MCK MCKESSON CORP Healthcare 531.0 $401K 0.04% -155.0 -22.6% $755.60 +13.9%
143 CUZ COUSINS PROPERTIES INC Real Estate 13,338.0 $400K 0.04% -796.0 -5.6% $29.98 -2.0%
144 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 7,624.0 $396K 0.04% -53.0 -0.7% $51.95 -0.0%
145 ENB ENBRIDGE INC COM Energy 7,290.0 $395K 0.04% -458.0 -5.9% $54.21 -7.0%
146 VPG VISHAY PRECISION GROUP INC COM Technology 2,618.0 $392K 0.04% -2K -38.1% $149.91 -59.5%
147 UBER UBER TECHNOLOGIES INC COM Technology 5,418.0 $391K 0.04% -2K -28.5% $72.16 +11.1%
148 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,124.0 $387K 0.04% -563.0 -33.4% $344.32 +1.6%
149 WMB WILLIAMS COS INC COM Energy 5,156.0 $383K 0.03% -909.0 -15.0% $74.34 -5.8%
150 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 Technology 34,342.0 $383K 0.03% -4K -10.9% $11.15 -8.7%
151 OZK BANK OF THE OZARKS Financial Services 7,278.0 $379K 0.03% -90.0 -1.2% $52.09 -5.9%
152 PFE PFIZER INC COM Healthcare 15,577.0 $375K 0.03% -2K -12.2% $24.08 +18.0%
153 VSH VISHAY INTERTECHNOLOGY INC COM Technology 6,893.0 $371K 0.03% -2K -18.1% $53.78 -42.5%
154 CLS CELESTICA INC COM Technology 1,012.0 $369K 0.03% -24.0 -2.3% $364.62 -19.7%
155 NRG NRG ENERGY INC NEW Utilities 2,525.0 $369K 0.03% -649.0 -20.4% $146.06 -21.7%
156 AME AMETEK INC COM Industrials 1,520.0 $368K 0.03% -43.0 -2.8% $241.94 -1.4%
157 AEP AMERICAN ELEC PWR CO INC COM Utilities 2,656.0 $363K 0.03% -131.0 -4.7% $136.81 -10.2%
158 RYANAIR HOLDINGS PLC SPONSORED ADR 5,611.0 $363K 0.03% -1K -19.1% $64.75
159 BALL BALL CORP COM Consumer Cyclical 5,780.0 $361K 0.03% -399.0 -6.5% $62.40 +1.8%
160 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 7,612.0 $356K 0.03% -4K -36.2% $46.81 -1.4%
Page 8 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 34.9%
Financial Services 17.3%
Industrials 10.3%
Healthcare 8.4%
Consumer Cyclical 8.3%
Communication Services 5.4%
Energy 3.8%
Consumer Defensive 3.7%
Real Estate 2.8%
Utilities 2.6%