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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 11 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 42,686.0 $684K 0.06% +4K +10.8% $16.03 +13.5%
202 STM STMICROELECTRONICS N V NY REGISTRY Technology 8,996.0 $674K 0.06% -219.0 -2.4% $74.89 -33.0%
203 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 5,839.0 $671K 0.06% -148.0 -2.5% $115.00 +1.3%
204 FIVE FIVE BELOW INC COM Consumer Cyclical 3,719.0 $669K 0.06% -440.0 -10.6% $179.79 +36.0%
205 ED CONSOLIDATED EDISON INC COM Utilities 6,037.0 $668K 0.06% +1K +21.1% $110.64 -3.1%
206 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 69,361.0 $664K 0.06% -4K -4.8% $9.58 +7.0%
207 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 3,939.0 $663K 0.06% -1K -25.8% $168.42 +17.4%
208 A AGILENT TECH INC Healthcare 4,957.0 $658K 0.06% +2K +57.7% $132.83 +19.5%
209 FERROVIAL NV ORD SHS 9,542.0 $654K 0.06% +610.0 +6.8% $68.57
210 DIS DISNEY WALT CO COM Communication Services 6,737.0 $648K 0.06% +374.0 +5.9% $96.25 +12.4%
211 QQQ POWERSHARES QQQ TR Financial Services 880.0 $648K 0.06% +235.0 +36.4% $736.72 -3.4%
212 FORTINET INC COM 4,201.0 $645K 0.06% +2K +56.5% $153.62
213 PANW PALO ALTO NETWORKS INC COM Technology 1,883.0 $642K 0.06% +310.0 +19.7% $341.02 +3.0%
214 SAP SAP AKTIENGESELLSCHAFT ADR Technology 4,158.0 $641K 0.06% -264.0 -6.0% $154.11 +42.5%
215 ILMN ILLUMINA INC Healthcare 3,622.0 $637K 0.06% -194.0 -5.1% $175.83 +22.3%
216 E ENI SPA SPONSORED ADR Energy 13,534.0 $634K 0.06% -284.0 -2.1% $46.86 +20.6%
217 CRH PLC ORD 5,904.0 $632K 0.06% +629.0 +11.9% $107.00
218 ROKU ROKU INC COM CL A Communication Services 4,560.0 $630K 0.06% +739.0 +19.3% $138.14 +14.7%
219 FTS FORTIS INC COM Utilities 10,957.0 $627K 0.06% +348.0 +3.3% $57.23 -2.8%
220 FFIV F5 NETWORKS INC Technology 1,501.0 $624K 0.06% +62.0 +4.3% $415.96 -8.8%
Page 11 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 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%