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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 20 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,124.0 $387K 0.04% -563.0 -33.4% $344.32 +0.7%
382 WMB WILLIAMS COS INC COM Energy 5,156.0 $383K 0.03% -909.0 -15.0% $74.34 -5.2%
383 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 Technology 34,342.0 $383K 0.03% -4K -10.9% $11.15 -8.3%
384 EVRG EVERGY INC COM Utilities 4,421.0 $382K 0.03% +309.0 +7.5% $86.43 -6.4%
385 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 4,643.0 $380K 0.03% $81.94 +2.1%
386 FIRST HAWAIIAN INC COM 12,972.0 $380K 0.03% +5K +56.2% $29.30
387 TRV TRAVELERS COMPANIES INC COM Financial Services 1,151.0 $380K 0.03% +419.0 +57.2% $330.12 +10.1%
388 WWD WOODWARD INC COM Industrials 892.0 $379K 0.03% +411.0 +85.5% $425.44 -19.3%
389 AFRM AFFIRM HLDGS INC COM CL A Technology 4,652.0 $379K 0.03% +1K +34.7% $81.55 -5.5%
390 OZK BANK OF THE OZARKS Financial Services 7,278.0 $379K 0.03% -90.0 -1.2% $52.09 -5.1%
391 NEM NEWMONT CORP COM Basic Materials 4,047.0 $378K 0.03% +140.0 +3.6% $93.40 +40.9%
392 SLF SUN LIFE FINANCIAL INC. COM Financial Services 4,807.0 $377K 0.03% +656.0 +15.8% $78.42 +0.7%
393 IVZ INVESCO PLC NEW SPONSORED ADR Financial Services 14,280.0 $377K 0.03% +965.0 +7.2% $26.39 +21.3%
394 PFE PFIZER INC COM Healthcare 15,577.0 $375K 0.03% -2K -12.2% $24.08 +16.6%
395 MRVL MARVELL TECHNOLOGY GROUP LTD Technology 1,255.0 $374K 0.03% +661.0 +111.3% $297.89 -20.4%
396 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 8,245.0 $372K 0.03% +1K +15.3% $45.11 +18.5%
397 DLR DIGITAL REALTY TRUST INC Real Estate 2,066.0 $371K 0.03% +588.0 +39.8% $179.57 +6.2%
398 VSH VISHAY INTERTECHNOLOGY INC COM Technology 6,893.0 $371K 0.03% -2K -18.1% $53.78 -41.2%
399 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 1,032.0 $370K 0.03% +455.0 +78.9% $359.00 -1.6%
400 CLS CELESTICA INC COM Technology 1,012.0 $369K 0.03% -24.0 -2.3% $364.62 -18.7%
Page 20 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%