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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 31 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MMM 3M CO COM Industrials 1,298.0 $210K 0.02% -829.0 -39.0% $161.91 +10.5%
602 FBIN FORTUNE BRANDS HOME & SECURITY INC WI Industrials 3,822.0 $210K 0.02% -491.0 -11.4% $54.90 -18.9%
603 AXTA AXALTA COATING SYS LTD COM Basic Materials 6,107.0 $209K 0.02% +1K +24.5% $34.22 +5.8%
604 EWBC EAST WEST BANCORP Financial Services 1,618.0 $209K 0.02% +27.0 +1.7% $129.09 +0.7%
605 RKLB ROCKET LAB CORP COM Industrials 2,049.0 $208K 0.02% +100.0 +5.1% $101.65 -28.6%
606 TDC TERADATA CORP Technology 5,996.0 $208K 0.02% +4K +141.0% $34.65 -20.1%
607 BWXT BABCOCK COMMON STOCK Industrials 1,066.0 $208K 0.02% -41.0 -3.7% $194.70 -19.5%
608 AMCOR PLC COM NEW 4,767.0 $207K 0.02% +2K +58.7% $43.35
609 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 755.0 $205K 0.02% +56.0 +8.0% $271.95 -15.2%
610 CMS CMS ENERGY CORP COM Utilities 2,680.0 $205K 0.02% +436.0 +19.4% $76.50 -10.8%
611 NETL NETLEASE CORPORATE REAL ESTATE ETF 7,649.0 $204K 0.02% $26.70 -0.3%
612 MXL MAXLINEAR INC COM Technology 1,593.0 $204K 0.02% -808.0 -33.6% $128.03 -48.0%
613 VICI VICI PPTYS INC COM Real Estate 7,664.0 $203K 0.02% +3K +54.4% $26.55 -0.2%
614 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 5,068.0 $203K 0.02% +51.0 +1.0% $40.13 +10.9%
615 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 6,114.0 $203K 0.02% +5K +315.9% $33.26 +8.3%
616 EME EMCOR GROUP INC Industrials 245.0 $203K 0.02% +53.0 +27.6% $829.88 -6.4%
617 CEG CONSTELLATION ENERGY CORP COM Utilities 816.0 $203K 0.02% -159.0 -16.3% $248.37 +9.9%
618 CCEP COCA COLA ENTERPRISEINC Consumer Defensive 2,021.0 $202K 0.02% +93.0 +4.8% $100.07 +7.9%
619 NTR NUTRIEN LTD COM Basic Materials 3,211.0 $202K 0.02% +153.0 +5.0% $62.98 +19.5%
620 AMRIZE LTD SHS 3,770.0 $201K 0.02% -2K -30.8% $53.30
Page 31 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%