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 12 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 2,148.0 $624K 0.06% -466.0 -17.8% $290.59 -8.2%
222 STX SEAGATE TECHNOLOGY Technology 643.0 $620K 0.06% +136.0 +26.8% $965.00 -11.9%
223 DDOG DATADOG INC CL A COM Technology 2,382.0 $620K 0.06% -247.0 -9.4% $260.36 -9.5%
224 CCK CROWN HLDGS INC COM Consumer Cyclical 5,522.0 $617K 0.06% -3K -35.1% $111.82 +6.8%
225 MO ALTRIA GROUP INC COM Consumer Defensive 8,555.0 $616K 0.06% +519.0 +6.5% $71.95 -8.1%
226 UNILEVER PLC SPON ADR NEW 10,194.0 $613K 0.06% -2K -17.8% $60.12
227 CFG CITIZENS FINL GROUP INC COM Financial Services 8,651.0 $606K 0.05% +1K +20.6% $70.07 -0.3%
228 NNN NATIONAL RETAIL PPTYS Real Estate 12,958.0 $603K 0.05% +923.0 +7.7% $46.53 -1.5%
229 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 7,605.0 $602K 0.05% +901.0 +13.4% $79.22 +6.4%
230 CB CHUBB LIMITED COM Financial Services 1,763.0 $601K 0.05% +485.0 +38.0% $340.74 +0.1%
231 MTZ MASTEC INC COM Industrials 1,423.0 $592K 0.05% +70.0 +5.2% $416.06 -36.0%
232 CRWD CROWDSTRIKE HLDGS INC CL A Technology 774.0 $591K 0.05% -228.0 -22.8% $190.78 +0.6%
233 NMR NOMURA HLDGS INC SPON ADR Financial Services 67,258.0 $591K 0.05% +4K +7.0% $8.78 +10.7%
234 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,532.0 $590K 0.05% $233.10 +1.9%
235 MTCH MATCH GROUP INC NEW COM Communication Services 15,463.0 $588K 0.05% +289.0 +1.9% $38.05 +7.4%
236 CGNX COGNEX CORP Technology 8,121.0 $588K 0.05% $72.42 -16.4%
237 KHC KRAFT HEINZ CO COM Consumer Defensive 24,748.0 $585K 0.05% +10K +63.4% $23.62 +8.3%
238 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 3,348.0 $580K 0.05% +51.0 +1.6% $173.12 -7.6%
239 WFC WELLS FARGO & CO COM Financial Services 7,009.0 $579K 0.05% -2K -25.4% $82.64 +1.5%
240 ROK ROCKWELL AUTOMATION INC COM Industrials 1,166.0 $577K 0.05% +260.0 +28.7% $495.08 -11.7%
Page 12 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%