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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 22 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 10,265.0 $348K 0.03% +1K +15.8% $33.88 +10.2%
422 CANADIAN PACIFIC KANSAS CITY COM 4,012.0 $348K 0.03% +528.0 +15.2% $86.67
423 SBAC SBA COMMUNICATIONS CP Real Estate 1,936.0 $342K 0.03% +561.0 +40.8% $176.46 +3.5%
424 PPG PPG INDS INC COM Basic Materials 2,809.0 $341K 0.03% +2K +137.8% $121.29 -6.3%
425 OTIS OTIS WORLDWIDE CORP COM Industrials 4,752.0 $340K 0.03% +3K +177.6% $71.60 -0.2%
426 L LOEWS CORP COM Financial Services 2,981.0 $337K 0.03% +726.0 +32.2% $113.21 -3.0%
427 PSO PEARSON PLC SPONSORED ADR Communication Services 21,176.0 $336K 0.03% +9K +77.9% $15.89 +2.5%
428 CPT CAMDEN PPTY TR SH BEN INT Real Estate 2,938.0 $336K 0.03% $114.49 -6.0%
429 CAG CONAGRA BRANDS INC COM Consumer Defensive 24,883.0 $335K 0.03% +22K +800.9% $13.46 +22.2%
430 AEM AGNICO EAGLE MINES LTD COM Basic Materials 2,149.0 $333K 0.03% -78.0 -3.5% $155.13 +39.3%
431 WBD DISCOVERY HLDG CO Communication Services 12,495.0 $333K 0.03% +458.0 +3.8% $26.66 +7.1%
432 BIIB BIOGEN IDEC INC Healthcare 1,539.0 $333K 0.03% +208.0 +15.6% $216.06 +0.3%
433 D DOMINION RESOURCES INC Utilities 4,867.0 $332K 0.03% +1K +31.2% $68.29 -2.5%
434 PAYC PAYCOM SOFTWARE INC COM Technology 2,620.0 $329K 0.03% +1K +103.3% $125.68 +82.3%
435 ATI ALLEGHENY TECH INC Industrials 1,666.0 $328K 0.03% -46.0 -2.7% $197.10 +5.0%
436 GIS GENERAL MILLS INC COM Consumer Defensive 9,419.0 $328K 0.03% +8K +433.6% $34.80 +14.9%
437 TGT TARGET CORP COM Consumer Defensive 2,478.0 $324K 0.03% +82.0 +3.4% $130.61 +26.7%
438 EQNR STATOIL ASA SPONSORED ADR CMN Energy 10,294.0 $323K 0.03% +155.0 +1.5% $31.40 +36.5%
439 GMAB GENMAB A/S SPONSORED ADS Healthcare 11,712.0 $322K 0.03% -2K -14.0% $27.47 +21.8%
440 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 968.0 $320K 0.03% -9.0 -0.9% $330.46 -1.2%
Page 22 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%