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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 28 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 1,044.0 $248K 0.02% +285.0 +37.5% $237.33 +2.1%
542 LOGI LOGITECH INTERNATIONAL SA SPONSORED ADR Technology 2,625.0 $247K 0.02% +874.0 +49.9% $94.04 +2.1%
543 GPC GENUINE PARTS CO COM Consumer Cyclical 2,091.0 $247K 0.02% +113.0 +5.7% $117.98 +13.5%
544 SE SEA LTD SPONSORD ADS Consumer Cyclical 2,561.0 $245K 0.02% +2K +195.7% $95.83 +22.6%
545 NUE NUCOR CORP COM Basic Materials 1,099.0 $245K 0.02% +373.0 +51.4% $222.75 +9.4%
546 HPQ HP INC COM Technology 11,150.0 $245K 0.02% +2K +19.7% $21.94 +35.4%
547 RGA REINSURANCE GROUP AMER INC Financial Services 1,150.0 $245K 0.02% +716.0 +165.0% $212.65 +14.3%
548 STRL STERLING INFRASTRUCTURE INC COM Industrials 291.0 $244K 0.02% -24.0 -7.6% $839.36 -38.4%
549 BELFB BEL FUSE INC CL B Technology 732.0 $244K 0.02% $333.04 -23.3%
550 B BARRICK GOLD CORP F Basic Materials 6,601.0 $243K 0.02% +451.0 +7.3% $36.76 +29.5%
551 HE HAWAIIAN ELEC INDS INC MTN BE COM Utilities 17,858.0 $242K 0.02% -2K -11.2% $13.53 -15.0%
552 ADSK AUTODESK INC Technology 1,239.0 $241K 0.02% -1K -47.1% $194.42 +30.6%
553 MSGE SPHERE ENTERTAINMENT CO CL A Communication Services 1,392.0 $241K 0.02% -28.0 -2.0% $173.03 -53.8%
554 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 3,754.0 $240K 0.02% -1K -25.9% $64.01 +16.9%
555 TOL TOLL BROS INC Consumer Cyclical 1,452.0 $239K 0.02% -2K -55.4% $164.75 -10.7%
556 ZBH ZIMMER HLDGS INC Healthcare 2,763.0 $238K 0.02% -188.0 -6.4% $86.09 +17.3%
557 VB VANGUARD SMALL CAP ETF 783.0 $237K 0.02% $303.14 +0.5%
558 SNN SMITH & NEPHEW PLC ADR Healthcare 8,205.0 $236K 0.02% -774.0 -8.6% $28.81 +1.6%
559 TTWO TAKE-TWO INTERACTIVESOFTWRE Communication Services 942.0 $235K 0.02% +12.0 +1.3% $249.98 -4.1%
560 MTB M & T BK CORP COM Financial Services 989.0 $235K 0.02% +110.0 +12.5% $238.01 +1.0%
Page 28 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%