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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 14 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NEE NEXTERA ENERGY INC COM Utilities 6,097.0 $535K 0.05% -870.0 -12.5% $87.77 -4.7%
262 IDXX IDEXX LABS INC Healthcare 1,014.0 $534K 0.05% +320.0 +46.1% $526.44 +5.8%
263 PGR PROGRESSIVE CORP COM Financial Services 2,438.0 $533K 0.05% +753.0 +44.7% $218.45 +0.4%
264 ULTA ULTA SALON COSMETICS & FRAGRANCE INC COM Consumer Cyclical 1,176.0 $530K 0.05% $450.98 +15.6%
265 VBR VANGUARD SMALL CAP VALUE ETF 2,180.0 $530K 0.05% $243.04 +2.5%
266 SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 20,178.0 $529K 0.05% -1K -6.2% $26.23 -4.3%
267 MDB MONGODB INC CL A Technology 1,575.0 $529K 0.05% +215.0 +15.8% $335.90 +28.3%
268 CRC CALIFORNIA RES CORP COM STOCK Energy 9,999.0 $529K 0.05% $52.87 +0.7%
269 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 2,357.0 $528K 0.05% -206.0 -8.0% $223.95 +25.4%
270 ROST ROSS STORES INC Consumer Cyclical 2,478.0 $527K 0.05% +109.0 +4.6% $212.85 +12.3%
271 IWD ISHARES RUSSELL 1000 VALUE ETF 2,173.0 $527K 0.05% +102.0 +4.9% $242.43 +6.1%
272 CARNIVAL CORP 18,420.0 $526K 0.05% NEW $28.57
273 KRC KILROY REALTY CORP Real Estate 14,037.0 $526K 0.05% +6K +71.5% $37.47 -2.4%
274 VRSN VERISIGN INC Technology 2,088.0 $525K 0.05% +365.0 +21.2% $251.56 +12.0%
275 VRTX VERTEX PHARMACEUTICALS IN Healthcare 1,055.0 $524K 0.05% -11.0 -1.0% $496.73 +10.3%
276 ATR APTARGROUP INC Healthcare 4,181.0 $523K 0.05% +1K +33.1% $125.20 +7.7%
277 EGP EASTGROUP PPTYS INC Real Estate 2,583.0 $523K 0.05% +97.0 +3.9% $202.53 -0.8%
278 LAMR LAMAR ADVERTISING CO A CLASS A Real Estate 3,352.0 $523K 0.05% +466.0 +16.1% $155.98 -3.3%
279 SONY SONY GROUP CORP SPONSORED ADR Technology 26,059.0 $523K 0.05% -3K -9.5% $20.06 +19.2%
280 BBY BEST BUY INC Consumer Cyclical 6,885.0 $522K 0.05% +2K +54.1% $75.88 +13.2%
Page 14 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%