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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 26 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ISHARES MSCI INTL QUALITY FACTOR ETF 5,490.0 $272K 0.02% $49.55
502 ALC ALCON AG ORD SHS Healthcare 4,027.0 $270K 0.02% -1K -20.4% $67.10 +9.7%
503 AEE AMEREN CORP Utilities 2,379.0 $269K 0.02% +631.0 +36.1% $113.04 -6.1%
504 CTAS CINTAS CORP Industrials 1,580.0 $269K 0.02% -407.0 -20.5% $170.08 +19.8%
505 SMURFIT WESTROCK PLC SHS 5,788.0 $268K 0.02% +3K +103.2% $46.26
506 DTE DTE ENERGY CO COM Utilities 1,756.0 $268K 0.02% +94.0 +5.7% $152.37 -11.3%
507 MSM MSC INDL DIRECT INC Industrials 2,247.0 $267K 0.02% +195.0 +9.5% $118.95 +0.7%
508 UNM UNUM GROUP Financial Services 2,986.0 $267K 0.02% +819.0 +37.8% $89.40 -1.8%
509 NWSA NEWS CORP NEW CL A Communication Services 10,750.0 $267K 0.02% +3K +39.1% $24.83 +22.4%
510 WTS WATTS WATER TECHNOLOGIES CL A Industrials 674.0 $264K 0.02% +277.0 +69.8% $391.45 -4.1%
511 MAN MANPOWER INC WIS Industrials 7,798.0 $263K 0.02% +5K +137.9% $33.77 +82.0%
512 HAS HASBRO INC COM Consumer Cyclical 3,175.0 $262K 0.02% +29.0 +0.9% $82.59 +13.3%
513 VTV VANGUARD VALUE ETF 1,198.0 $261K 0.02% -244.0 -16.9% $218.02 +3.8%
514 PNW PINNACLE WEST CAP CORP COM Utilities 2,428.0 $260K 0.02% +354.0 +17.1% $107.00 -9.0%
515 LECO LINCOLN ELEC HLDGS INC Industrials 975.0 $259K 0.02% +90.0 +10.2% $265.51 +6.1%
516 TSN TYSON FOODS INC CL A Consumer Defensive 4,503.0 $258K 0.02% -2K -30.0% $57.25 +2.1%
517 CRS CARPENTER TECHNOLOGY CORP COM Industrials 417.0 $257K 0.02% -4.0 -0.9% $616.84 -20.2%
518 HUBB HUBBELL INC COM Industrials 491.0 $257K 0.02% -138.0 -21.9% $523.20 -10.2%
519 MELI MERCADOLIBRE INC Consumer Cyclical 151.0 $256K 0.02% +7.0 +4.9% $1698.10 +13.2%
520 PSTG EVERPURE INC CL A 3,252.0 $256K 0.02% -657.0 -16.8% $78.79
Page 26 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%