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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 36 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SLAB SILICON LABORATORIESINC OC COM Technology 751.0 $164K 0.01% +15.0 +2.0% $218.56 -0.3%
702 TTMI TTM TECHNOLOGIES INC Technology 877.0 $164K 0.01% -150.0 -14.6% $187.02 -40.9%
703 CSTM CONSTELLIUM SE CL A SHS Basic Materials 5,138.0 $164K 0.01% $31.87 -15.2%
704 CVNA CARVANA CO CL A Consumer Cyclical 2,480.0 $163K 0.01% +2K +483.5% $65.82 +6.2%
705 MOOG INC CL A 385.0 $163K 0.01% $423.84
706 OXY OCCIDENTAL PETE CORP COM Energy 3,351.0 $163K 0.01% +860.0 +34.5% $48.58 +26.2%
707 OC OWENS CORNING NEW COM Industrials 1,017.0 $162K 0.01% +123.0 +13.8% $158.96 -6.9%
708 PODD INSULET CORPORATION Healthcare 1,060.0 $161K 0.01% -299.0 -22.0% $152.25 -2.7%
709 BHE BENCHMARK ELECTRS INC Technology 1,631.0 $161K 0.01% $98.67 -26.4%
710 GWRE GUIDEWIRE SOFTWARE INC COM Technology 1,307.0 $161K 0.01% -3K -65.9% $123.05 +53.8%
711 ARE ALEXANDRIA REAL ESTATE EQUITIES INC Real Estate 3,038.0 $161K 0.01% -177.0 -5.5% $52.85 +1.2%
712 MEDP MEDPACE HLDGS INC COM Healthcare 303.0 $160K 0.01% +4.0 +1.3% $529.59 +17.2%
713 IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 3,063.0 $160K 0.01% $52.38 +1.8%
714 AOS AO SMITH CORP. Industrials 2,545.0 $160K 0.01% -546.0 -17.7% $62.72 +0.6%
715 DXCM DEXCOM INC COM Healthcare 2,369.0 $160K 0.01% -1K -33.9% $67.35 +37.1%
716 VEU VANGUARD FTSE ALL-WORLD EX-US 1,905.0 $160K 0.01% +560.0 +41.6% $83.75 +2.3%
717 PEB PEBBLEBROOK HOTEL TR COM Real Estate 8,173.0 $159K 0.01% $19.41 -4.8%
718 O REALTY INCOME CORP Real Estate 2,558.0 $158K 0.01% +1K +123.4% $61.96 +1.0%
719 LNC LINCOLN NATL CORP IND COM Financial Services 4,483.0 $158K 0.01% +77.0 +1.8% $35.35 +19.2%
720 HLN HALEON PLC SPON ADS Healthcare 16,968.0 $158K 0.01% -16K -48.7% $9.33 +7.2%
Page 36 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%