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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 40 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CERIBELL INC COM 7,041.0 $137K 0.01% -336.0 -4.5% $19.45
782 DRI DARDEN RESTAURANTS INC Consumer Cyclical 657.0 $135K 0.01% +98.0 +17.5% $206.01 +7.6%
783 CMC COMMERCIAL METALS CO COM Basic Materials 2,156.0 $135K 0.01% -61.0 -2.8% $62.75 +5.7%
784 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 2,386.0 $135K 0.01% NEW $56.52 +3.1%
785 VFC V F CORP COM Consumer Cyclical 8,078.0 $135K 0.01% +6K +213.7% $16.68 -13.8%
786 UHS UNIVERSAL HLTH SVCS Healthcare 905.0 $135K 0.01% -753.0 -45.4% $148.69 +19.2%
787 JLL JONES LANG LASALLE INC Real Estate 434.0 $135K 0.01% +15.0 +3.6% $309.95 +25.0%
788 EQT EQT CORP COM Energy 2,509.0 $133K 0.01% -1K -29.4% $53.17 +1.0%
789 CSX CSX CORP Industrials 2,801.0 $133K 0.01% -277.0 -9.0% $47.53 +8.5%
790 COHU COHU INC COM Technology 1,800.0 $133K 0.01% -33.0 -1.8% $73.91 -26.4%
791 RKT ROCKET COS INC COM CL A Financial Services 8,437.0 $133K 0.01% +135.0 +1.6% $15.75 -11.6%
792 HALO HALO TECHNOLOGY HOLDINGS INC Healthcare 1,693.0 $133K 0.01% +460.0 +37.3% $78.27 +38.2%
793 FFIN FIRST FINANCIAL BANKSHARES INC Financial Services 3,824.0 $132K 0.01% +295.0 +8.4% $34.60 -1.4%
794 NAVN NAVAN INC CL A Technology 5,785.0 $132K 0.01% +1K +23.2% $22.87 +27.5%
795 ICL ICL GROUP LTD SHS Basic Materials 26,377.0 $132K 0.01% -13K -33.2% $5.01 +15.8%
796 CNQ CANADIAN NATURAL RESOURCES LTD Energy 3,335.0 $132K 0.01% +808.0 +32.0% $39.50 +30.1%
797 FUL FULLER H B CO COM Basic Materials 2,252.0 $131K 0.01% -13.0 -0.6% $58.29 +0.7%
798 AYI ACUITY BRANDS INC Industrials 348.0 $131K 0.01% +137.0 +64.9% $376.66 -8.9%
799 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 342.0 $130K 0.01% +34.0 +11.0% $380.37 -29.9%
800 CME CHICAGO MERCANTILE HLDGS INC Financial Services 588.0 $130K 0.01% -314.0 -34.8% $220.83 +24.5%
Page 40 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%