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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 16 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GLPI GAMING & LEISURE PPTYS Real Estate 11,010.0 $490K 0.04% +1K +15.6% $44.53 -2.2%
302 MSGS MADISON SQUARE GRDN SPRT CORP CL A Communication Services 1,214.0 $488K 0.04% +31.0 +2.6% $401.84 +1.1%
303 GM GENERAL MOTORS CORP Consumer Cyclical 6,322.0 $487K 0.04% +1K +25.8% $77.08 +14.1%
304 IWV ISHARES RUSSELL 3000 ETF 1,140.0 $486K 0.04% $426.55 +2.3%
305 EW EDWARDS LIFESCIENCES CORP COM Healthcare 5,366.0 $485K 0.04% +2K +79.7% $90.46 -0.7%
306 RACE FERRARI N V COM Consumer Cyclical 1,306.0 $484K 0.04% +520.0 +66.2% $370.93 +17.7%
307 LRGF ISHARES U.S. EQUITY FACTOR ETF 6,343.0 $480K 0.04% $75.63 +3.1%
308 NVO NOVO-NORDISK A/S ADR ADR CMN Healthcare 9,969.0 $478K 0.04% +2K +19.0% $47.94 -2.5%
309 ESLT ELBIT SYS LTD ORD Industrials 629.0 $477K 0.04% -12.0 -1.9% $758.67 -2.3%
310 PCTY PAYLOCITY HLDG CORP COM Technology 4,557.0 $476K 0.04% +2K +111.6% $104.53 +46.7%
311 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 6,829.0 $473K 0.04% +497.0 +7.8% $69.19 -1.5%
312 GRMN GARMIN LTD Technology 1,984.0 $471K 0.04% -126.0 -6.0% $237.54 +24.1%
313 DFAS DIMENSIONAL U.S. SMALL CAP ETF 5,704.0 $470K 0.04% $82.34 +0.8%
314 ETSY INC COM 6,228.0 $469K 0.04% -194.0 -3.0% $75.33
315 PSX PHILLIPS 66 Energy 2,772.0 $469K 0.04% +277.0 +11.1% $169.05 +43.7%
316 SCHW CHARLES SCHWAB CORP Financial Services 5,058.0 $467K 0.04% -2K -30.4% $92.27 +21.7%
317 WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR Energy 24,075.0 $465K 0.04% -852.0 -3.4% $19.32 +25.9%
318 CNI CANADIAN NATIONAL RAILWAY CO Industrials 3,880.0 $463K 0.04% +263.0 +7.3% $119.24 +8.9%
319 AEGON LTD AMER REG 1 CERT 54,621.0 $461K 0.04% -2K -3.5% $8.44
320 ITW ILLINOIS TOOL WKS INC COM Industrials 1,692.0 $458K 0.04% -694.0 -29.1% $270.47 +4.4%
Page 16 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%