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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 15 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DLTR DOLLAR TREE STORES INC Consumer Defensive 4,313.0 $522K 0.05% +347.0 +8.8% $120.95 +8.7%
282 WM WASTE MANAGEMENT INC Industrials 2,338.0 $521K 0.05% -819.0 -25.9% $222.88 +0.5%
283 NATWEST GROUP PLC SPONS ADR 29,509.0 $520K 0.05% -2K -5.6% $17.63
284 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,340.0 $518K 0.05% +212.0 +18.8% $386.73 +3.6%
285 USFD US FOODS HLDG CORP COM Consumer Defensive 5,068.0 $518K 0.05% -3K -37.3% $102.25 +7.2%
286 TT TRANE TECHNOLOGIES PLC SHS Industrials 1,043.0 $512K 0.05% +8.0 +0.8% $491.16 -7.7%
287 VLO VALERO ENERGY CORP Energy 1,966.0 $512K 0.05% +235.0 +13.6% $260.44 +34.0%
288 BLOCK INC CL A 6,703.0 $509K 0.05% +614.0 +10.1% $76.00
289 FR FIRST INDL RLTY TR INC COM Real Estate 8,283.0 $508K 0.05% +408.0 +5.2% $61.31 +2.6%
290 AER AERCAP HOLDINGS NV SHS Industrials 3,465.0 $505K 0.04% +341.0 +10.9% $145.78 +0.3%
291 SO SOUTHERN CO COM Utilities 5,277.0 $505K 0.04% +583.0 +12.4% $95.71 -7.1%
292 CGGR CAPITAL GROUP GROWTH ETF 10,616.0 $501K 0.04% +5K +98.7% $47.20 -0.4%
293 UPS UNITED PARCEL SERVICE INC Industrials 4,660.0 $501K 0.04% +1K +28.5% $107.50 -5.1%
294 DT DYNATRACE INC COM NEW Technology 11,379.0 $500K 0.04% +969.0 +9.3% $43.91 +12.3%
295 AXP AMERICAN EXPRESS CO COM Financial Services 1,477.0 $500K 0.04% -229.0 -13.4% $338.25 -0.7%
296 URI UNITED RENTALS INC COM Industrials 440.0 $498K 0.04% +46.0 +11.7% $1132.89 -3.0%
297 TEL TE CONNECTIVITY LTD Technology 2,464.0 $497K 0.04% +414.0 +20.2% $201.61 +0.9%
298 ECL ECOLAB INC COM Basic Materials 1,781.0 $496K 0.04% -1K -42.2% $278.61 +1.1%
299 DUPONT DE NEMOURS INC COMMON STOCK 3,658.0 $496K 0.04% NEW $135.64
300 DCI DONALDSON INC COM Industrials 5,492.0 $493K 0.04% +420.0 +8.3% $89.77 +3.9%
Page 15 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%