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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 21 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NRG NRG ENERGY INC NEW Utilities 2,525.0 $369K 0.03% -649.0 -20.4% $146.06 -22.6%
402 CIEN CIENA CORP COM NEW Technology 750.0 $368K 0.03% +227.0 +43.4% $490.56 -19.3%
403 BPOP POPULAR INC COM NEW Financial Services 2,240.0 $368K 0.03% +130.0 +6.2% $164.18 +3.0%
404 AME AMETEK INC COM Industrials 1,520.0 $368K 0.03% -43.0 -2.8% $241.94 -1.0%
405 AEP AMERICAN ELEC PWR CO INC COM Utilities 2,656.0 $363K 0.03% -131.0 -4.7% $136.81 -11.6%
406 RYANAIR HOLDINGS PLC SPONSORED ADR 5,611.0 $363K 0.03% -1K -19.1% $64.75
407 FAF FIRST AMERICAN CORP Financial Services 5,294.0 $363K 0.03% +566.0 +12.0% $68.59 +4.6%
408 MSCI MSCI INC COM Financial Services 648.0 $363K 0.03% +75.0 +13.1% $560.04 +0.6%
409 FANG DIAMONDBACK ENERGY INC COM Energy 2,064.0 $363K 0.03% +236.0 +12.9% $175.80 +19.9%
410 BALL BALL CORP COM Consumer Cyclical 5,780.0 $361K 0.03% -399.0 -6.5% $62.40 +1.9%
411 RB GLOBAL INC COM 3,073.0 $358K 0.03% +439.0 +16.7% $116.45
412 BLD TOPBUILD COR COM Industrials 1,006.0 $357K 0.03% +24.0 +2.4% $354.53 +0.0%
413 DVN DEVON ENERGY CORP Energy 8,625.0 $356K 0.03% +5K +114.9% $41.32 +18.8%
414 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 7,612.0 $356K 0.03% -4K -36.2% $46.81 -1.4%
415 TU TELUS CORPORATION COM Communication Services 33,363.0 $353K 0.03% +16K +93.2% $10.57 -6.4%
416 FIX COMFORT SYSTEMS USA INC Industrials 177.0 $351K 0.03% +11.0 +6.6% $1984.08 -16.6%
417 FMS FRESENIUS MEDICAL CARE AG Healthcare 15,507.0 $351K 0.03% +6K +60.2% $22.61 +3.6%
418 SWKS SKYWORKS SOLUTIONS INC COM Technology 5,162.0 $350K 0.03% +1K +33.8% $67.80 -1.0%
419 AEIS ADVANCED ENERGY IND Industrials 938.0 $350K 0.03% -77.0 -7.6% $372.87 -23.3%
420 PSA PUBLIC STORAGE INC Real Estate 1,097.0 $349K 0.03% +21.0 +1.9% $318.31 +1.3%
Page 21 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%