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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 39 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 FNV FRANCO NEV CORP COM Basic Materials 690.0 $144K 0.01% -15.0 -2.1% $208.44 +27.5%
762 CALY CALLAWAY GOLF CO Consumer Cyclical 7,641.0 $144K 0.01% +807.0 +11.8% $18.79 -15.4%
763 VMC VULCAN MATLS CO COM Basic Materials 483.0 $142K 0.01% -113.0 -19.0% $295.01 -6.4%
764 INCY INCYTE CORP Healthcare 1,249.0 $142K 0.01% -493.0 -28.3% $113.36 +12.7%
765 FCNCA FIRST CITIZENS BANCSHARES INC Financial Services 68.0 $141K 0.01% +30.0 +79.0% $2080.79 +4.9%
766 CHRW C H ROBINSON WORLDWIDE INC Industrials 751.0 $141K 0.01% -7.0 -0.9% $188.34 -24.8%
767 ROIV ROIVANT SCIENCES LTD SHS Healthcare 3,995.0 $141K 0.01% +487.0 +13.9% $35.39 +2.6%
768 EPD ENTERPRISE PRODS PARTNERS L P 3,841.0 $141K 0.01% +50.0 +1.3% $36.76
769 KWR QUAKER HOUGHTON COM Basic Materials 888.0 $141K 0.01% -28.0 -3.1% $158.87 +2.6%
770 PUBM PUBMATIC INC COM CL A Technology 10,657.0 $140K 0.01% +2K +30.4% $13.12 +25.1%
771 COIN COINBASE GLOBAL INC COM CL A Financial Services 956.0 $140K 0.01% -22.0 -2.2% $146.19 +27.6%
772 PFG PRINCIPAL FINANCIAL GROUP INC Financial Services 1,293.0 $139K 0.01% -38.0 -2.9% $107.78 +2.8%
773 ONTO NANOMETRICS INC Technology 368.0 $139K 0.01% -23.0 -5.9% $378.45 -22.5%
774 FNF FIDELITY NATL FINL INC COM SHS Financial Services 2,953.0 $139K 0.01% +579.0 +24.4% $47.16 +0.3%
775 GVA GRANITE CONSTRUCTION INC Industrials 880.0 $139K 0.01% $158.08 -21.7%
776 GPN GLOBAL PAYMENTS INC Industrials 1,910.0 $139K 0.01% +1K +214.1% $72.56 +28.8%
777 BDX BECTON DICKINSON & CO COM Healthcare 914.0 $138K 0.01% +249.0 +37.4% $151.33 +26.9%
778 SN SHARKNINJA INC COM SHS Consumer Cyclical 904.0 $138K 0.01% +234.0 +34.9% $152.27 +18.7%
779 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 13,363.0 $138K 0.01% +3K +25.2% $10.29 -11.5%
780 BURL BURLINGTON STORES INC COM Consumer Cyclical 433.0 $137K 0.01% -217.0 -33.4% $316.80 +3.1%
Page 39 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%