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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 17 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HCA HCA INC Healthcare 1,169.0 $456K 0.04% -489.0 -29.5% $389.89 +10.1%
322 RHI ROBERT HALF INC. COM Industrials 14,816.0 $455K 0.04% +5K +45.5% $30.70 +45.8%
323 GTES GATES INDL CORP PLC ORD SHS Industrials 16,208.0 $453K 0.04% +243.0 +1.5% $27.97 -7.4%
324 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 3,958.0 $452K 0.04% +170.0 +4.5% $114.18 +30.7%
325 HIW HIGHWOODS PPTYS INC COM Real Estate 14,977.0 $452K 0.04% +3K +24.8% $30.16 +4.1%
326 MCD MCDONALDS CORP COM Consumer Cyclical 1,671.0 $452K 0.04% -2K -58.5% $270.27 +0.3%
327 DE DEERE & CO COM Industrials 709.0 $450K 0.04% -105.0 -12.9% $634.33 +2.1%
328 RNG RINGCENTRAL INC CL A Technology 11,521.0 $449K 0.04% +259.0 +2.3% $38.98 +71.9%
329 CI CIGNA CORP Healthcare 1,616.0 $445K 0.04% +102.0 +6.7% $275.68 +0.7%
330 CRL CHARLES RIVER LABS HLDG Healthcare 1,963.0 $445K 0.04% -132.0 -6.3% $226.79 +30.2%
331 ARW ARROW ELECTRS INC COM Technology 2,086.0 $445K 0.04% +226.0 +12.2% $213.41 -1.2%
332 QRVO QORVO INC COM Technology 4,767.0 $445K 0.04% -2K -24.0% $93.27 +2.5%
333 VSAT VIASAT INC Technology 4,940.0 $444K 0.04% +207.0 +4.4% $89.81 -16.8%
334 IQVIA HLDGS INC COM 2,291.0 $443K 0.04% +497.0 +27.7% $193.22
335 FAST FASTENAL CO Industrials 9,141.0 $439K 0.04% +3K +40.0% $48.03 +6.7%
336 SNY SANOFI SA Healthcare 10,275.0 $438K 0.04% -3K -20.9% $42.66 +7.5%
337 BND VANGUARD TOTAL BOND MARKET ETF 5,937.0 $436K 0.04% -3K -32.4% $73.41 -1.6%
338 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 16,461.0 $434K 0.04% -452.0 -2.7% $26.35 +3.2%
339 SPB SPECTRUM BRANDS HLDGS INC NEW COM Consumer Defensive 5,047.0 $433K 0.04% $85.75 +1.4%
340 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 8,746.0 $431K 0.04% +4K +100.0% $49.28 +1.9%
Page 17 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%