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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 19 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ALL ALLSTATE CORP Financial Services 1,693.0 $403K 0.04% +406.0 +31.6% $237.94 +6.7%
362 VOD VODAFONE GROUP NEW ADR F Communication Services 30,341.0 $401K 0.04% +2K +5.2% $13.22 +20.7%
363 MCK MCKESSON CORP Healthcare 531.0 $401K 0.04% -155.0 -22.6% $755.60 +13.7%
364 CUZ COUSINS PROPERTIES INC Real Estate 13,338.0 $400K 0.04% -796.0 -5.6% $29.98 -1.0%
365 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 5,348.0 $399K 0.04% +3K +147.8% $74.53 +2.1%
366 RELX RELX PLC SPONSORED ADR Communication Services 12,544.0 $397K 0.04% +931.0 +8.0% $31.67 +13.4%
367 FDX FEDEX CORP Industrials 1,268.0 $397K 0.04% +373.0 +41.7% $313.02 +3.9%
368 WCC WESCO INTERNATIONAL INC Industrials 1,148.0 $397K 0.04% +86.0 +8.1% $345.43 +1.1%
369 USB US BANCORP COM NEW Financial Services 6,560.0 $396K 0.04% +371.0 +6.0% $60.40 +2.7%
370 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 7,624.0 $396K 0.04% -53.0 -0.7% $51.95 -0.0%
371 ES EVERSOURCE ENERGY COM Utilities 5,469.0 $395K 0.04% +550.0 +11.2% $72.27 -2.9%
372 ENB ENBRIDGE INC COM Energy 7,290.0 $395K 0.04% -458.0 -5.9% $54.21 -6.9%
373 NVMI NOVA LTD COM Technology 723.0 $393K 0.04% +19.0 +2.7% $542.94 -30.6%
374 VPG VISHAY PRECISION GROUP INC COM Technology 2,618.0 $392K 0.04% -2K -38.1% $149.91 -55.6%
375 EMERA INC COM 7,396.0 $392K 0.04% +963.0 +15.0% $53.03
376 UBER UBER TECHNOLOGIES INC COM Technology 5,418.0 $391K 0.04% -2K -28.5% $72.16 +9.2%
377 EXC EXELON CORP COM Utilities 8,385.0 $391K 0.04% +284.0 +3.5% $46.62 -6.1%
378 ARGX ARGENX SE SPONSORED ADR Healthcare 419.0 $389K 0.04% +63.0 +17.7% $927.77 +12.1%
379 CTVA CORTEVA INC COM Basic Materials 4,580.0 $388K 0.04% +417.0 +10.0% $84.69 -3.4%
380 VRT VERTIV HOLDINGS CO COM CL A Industrials 1,156.0 $387K 0.04% +34.0 +3.0% $334.82 -21.8%
Page 19 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%