BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 10 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EXPE EXPEDIA INC DEL COM Consumer Cyclical 2,939.0 $752K 0.07% -421.0 -12.5% $255.88 +25.7%
182 BMO BANK OF MONTREAL Financial Services 4,241.0 $749K 0.07% +78.0 +1.9% $176.70 -1.3%
183 BERKSHIRE HATHAWAY INC DEL CL A 1.0 $749K 0.07% $748850.00
184 ESS ESSEX PPTY TR REIT Real Estate 2,525.0 $736K 0.07% +85.0 +3.5% $291.59 -0.9%
185 MKSI MKS INSTRUMENTS INC Technology 1,649.0 $733K 0.07% -236.0 -12.5% $444.80 -37.3%
186 VZ VERIZON COMMUNICATIONS Communication Services 17,194.0 $728K 0.07% -2K -8.8% $42.34 +16.8%
187 STT STATE STR CORP COM Financial Services 4,262.0 $723K 0.07% +626.0 +17.2% $169.60 +10.3%
188 IBM INTL BUSINESS MACHINES Technology 2,563.0 $721K 0.07% -187.0 -6.8% $281.19 -16.2%
189 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 7,825.0 $721K 0.07% +184.0 +2.4% $92.09 -3.2%
190 AMGN AMGEN INC Healthcare 1,980.0 $717K 0.06% -672.0 -25.3% $362.12 +21.3%
191 BCS BARCLAYS PLC ADR Financial Services 26,542.0 $713K 0.06% +7K +37.3% $26.86 -0.1%
192 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 6,308.0 $711K 0.06% -335.0 -5.0% $112.74 +18.2%
193 GSK GSK PLC SPONSORED ADR Healthcare 13,555.0 $711K 0.06% +142.0 +1.1% $52.42 -0.0%
194 GWW WW GRAINGER INC COM Industrials 518.0 $705K 0.06% +145.0 +38.9% $1360.40 -3.5%
195 COF CAPITAL ONE FINANCIAL CORP Financial Services 3,508.0 $704K 0.06% -139.0 -3.8% $200.62 +8.6%
196 ZM ZOOM COMMUNICATIONS INC CL A Technology 8,121.0 $701K 0.06% +720.0 +9.7% $86.31 +24.5%
197 BA BOEING CO COM Industrials 3,214.0 $696K 0.06% -409.0 -11.3% $216.44 -1.0%
198 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 14,566.0 $695K 0.06% +667.0 +4.8% $47.74 -10.3%
199 EA ELECTRONICS ARTS Communication Services 3,377.0 $692K 0.06% +235.0 +7.5% $205.04 +2.3%
200 GILD GILEAD SCIENCES INC Healthcare 5,454.0 $689K 0.06% -459.0 -7.8% $126.34 +15.7%
Page 10 of 138  ·  2,745 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%