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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 32 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HSY HERSHEY CO COM Consumer Defensive 1,141.0 $200K 0.02% -954.0 -45.5% $175.45 +6.3%
622 KR KROGER CO COM Consumer Defensive 3,594.0 $200K 0.02% +267.0 +8.0% $55.53 +4.3%
623 CDNS CADENCE DESIGN SYSTEM INC COM Technology 530.0 $199K 0.02% +71.0 +15.5% $375.32 -15.0%
624 EL ESTEE LAUDER COMPANIES INC Consumer Defensive 2,517.0 $199K 0.02% +1K +80.4% $78.95 +29.1%
625 DHI D R HORTON INC Consumer Cyclical 1,218.0 $198K 0.02% -41.0 -3.3% $162.88 -8.9%
626 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 582.0 $197K 0.02% +30.0 +5.4% $338.15 +1.0%
627 CCJ CAMECO CORP F Energy 1,915.0 $195K 0.02% -207.0 -9.8% $101.86 +0.6%
628 AZO AUTOZONE INC NEV Consumer Cyclical 61.0 $195K 0.02% -21.0 -25.6% $3195.93 -7.4%
629 DHR DANAHER CORP Healthcare 1,023.0 $195K 0.02% -835.0 -44.9% $190.48 +14.9%
630 ALAB ASTERA LABS INC COM Technology 402.0 $194K 0.02% -60.0 -13.0% $483.02 -41.0%
631 EQIX EQUINIX INC COM Real Estate 186.0 $194K 0.02% +22.0 +13.4% $1042.39 +2.2%
632 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 1,021.0 $193K 0.02% -56.0 -5.2% $189.45 -32.9%
633 ATO ATMOS ENERGY CORP Utilities 1,119.0 $193K 0.02% +66.0 +6.3% $172.27 -3.1%
634 RAMP LIVERAMP HLDGS INC COM Technology 5,113.0 $192K 0.02% +79.0 +1.6% $37.64 -0.2%
635 ARMK ARAMARK COM Industrials 3,373.0 $192K 0.02% +3K +1091.9% $56.90 +5.0%
636 HIG HARTFORD FINL SVCS GROUP INC Financial Services 1,443.0 $191K 0.02% +87.0 +6.4% $132.52 +2.7%
637 FMC TECHNOLOGIES INC 2,874.0 $191K 0.02% +23.0 +0.8% $66.30
638 ENTERGY CORP NEW COM 1,655.0 $190K 0.02% -31.0 -1.8% $114.86
639 RCI ROGERS COMMUNICATIONS INC CL B Communication Services 5,846.0 $190K 0.02% -1K -19.0% $32.50 +11.6%
640 WAL WESTERN ALLIANCE BANCORP Financial Services 2,303.0 $189K 0.02% -1K -35.0% $82.20 -3.1%
Page 32 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%