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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 18 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ESI ELEMENT SOLUTIONS INC COM Basic Materials 9,013.0 $430K 0.04% +436.0 +5.1% $47.75 -26.1%
342 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 858.0 $430K 0.04% -440.0 -33.9% $501.36 +25.5%
343 PTC PTC INC COM Technology 3,776.0 $429K 0.04% +1K +42.2% $113.61 +36.2%
344 MAA MID-AMER APT CMNTYS INC Real Estate 3,078.0 $428K 0.04% +687.0 +28.7% $138.94 -5.5%
345 BLK BLACKROCK INC Financial Services 444.0 $427K 0.04% -390.0 -46.8% $961.56 +20.3%
346 PUK PRUDENTIAL PLC ADR Financial Services 15,912.0 $427K 0.04% -3K -15.8% $26.81 +5.0%
347 COP CONOCOPHILLIPS COM Energy 4,102.0 $426K 0.04% -256.0 -5.9% $103.95 +29.7%
348 VGK VANGUARD EUROPEAN 4,753.0 $421K 0.04% +49.0 +1.0% $88.53 +4.7%
349 T AT&T INC COM Communication Services 20,299.0 $420K 0.04% -9K -31.1% $20.70 +22.2%
350 TPR COACH INC Consumer Cyclical 2,859.0 $418K 0.04% -630.0 -18.1% $146.38 -11.1%
351 CRM SALESFORCE COM Technology 2,670.0 $418K 0.04% -845.0 -24.0% $156.66 +33.5%
352 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 15,422.0 $418K 0.04% +4K +34.1% $27.11 +23.1%
353 MPC MARATHON PETE CORP Energy 1,630.0 $417K 0.04% +33.0 +2.1% $255.67 +41.1%
354 AFL AFLAC INC COM Financial Services 3,526.0 $413K 0.04% +1K +42.4% $117.25 -1.0%
355 AGCO AGCO CORP Industrials 3,449.0 $413K 0.04% +372.0 +12.1% $119.70 -10.8%
356 SCHB SCHWAB U.S. BROAD MARKET ETF 14,248.0 $413K 0.04% $28.96 +2.2%
357 INTU INTUIT INC Technology 1,578.0 $412K 0.04% +292.0 +22.7% $261.08 +40.6%
358 PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW Healthcare 15,108.0 $411K 0.04% +2K +19.7% $27.19 +0.8%
359 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 1,383.0 $405K 0.04% +165.0 +13.6% $293.18 +4.1%
360 MFC MANULIFE FINL CORP COM Financial Services 9,952.0 $403K 0.04% +873.0 +9.6% $40.51 +4.9%
Page 18 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%