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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 13 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NTRS NORTHERN TR CORP COM Financial Services 3,309.0 $575K 0.05% -61.0 -1.8% $173.84 +6.2%
242 CAH CARDINAL HEALTH INC Healthcare 2,418.0 $574K 0.05% -1K -30.3% $237.56 -3.5%
243 MT ARCELOR MITTAL - NY Basic Materials 9,513.0 $573K 0.05% +1K +12.9% $60.23 +20.1%
244 SYF SYNCHRONY FINANCIAL COM Financial Services 7,524.0 $572K 0.05% -170.0 -2.2% $76.05 +4.3%
245 IWN ISHARES RUSSELL 2000 VALUE 2,584.0 $572K 0.05% $221.21 +1.7%
246 STEL STELLAR BANCORP INC COM Financial Services 14,446.0 $568K 0.05% $39.32 -0.0%
247 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 2,357.0 $568K 0.05% +305.0 +14.9% $240.97 +5.8%
248 PHM PULTE GROUP INC COM Consumer Cyclical 4,139.0 $568K 0.05% -1K -25.4% $137.21 -5.9%
249 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 6,184.0 $567K 0.05% +5K +496.9% $91.64 -0.0%
250 BYD BOYD GAMING CORP Consumer Cyclical 6,312.0 $558K 0.05% -3K -30.4% $88.33 -8.1%
251 DAL DELTA AIR LINES INC DEL CMN Industrials 5,942.0 $557K 0.05% -150.0 -2.5% $93.66 -12.0%
252 JBL JABIL INC COM Technology 1,438.0 $554K 0.05% -96.0 -6.3% $385.36 -18.2%
253 KMI KINDER MORGAN INC Energy 17,207.0 $550K 0.05% +3K +23.9% $31.97 -2.7%
254 FCX FREEPORT MCMORAN COPPER Basic Materials 8,739.0 $550K 0.05% -217.0 -2.4% $62.89 +22.1%
255 DUK DUKE ENERGY CORP NEW COM NEW Utilities 4,340.0 $549K 0.05% +692.0 +19.0% $126.58 -4.9%
256 WAB WABTEC Industrials 2,030.0 $547K 0.05% +136.0 +7.2% $269.60 +10.1%
257 SCHD SCHWAB US DIVIDEND EQUITY ETF 17,202.0 $545K 0.05% +16K +919.7% $31.71 +10.6%
258 CNC CENTENE CORP DEL Healthcare 8,463.0 $543K 0.05% +4K +112.6% $64.19 +1.0%
259 TNL WYNDHAM WORLDWIDE CORP Consumer Cyclical 7,007.0 $536K 0.05% -2K -19.3% $76.43 -6.3%
260 APP APPLOVIN CORP COM CL A Technology 1,039.0 $535K 0.05% +177.0 +20.5% $515.23 -41.0%
Page 13 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%