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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 43 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 2,034.0 $118K 0.01% +91.0 +4.7% $57.84 +11.4%
842 CBT CABOT CORP COM Basic Materials 1,295.0 $118K 0.01% $90.82 -6.2%
843 LIBERTY LIVE HOLDINGS INC COM SHS SER C 1,112.0 $117K 0.01% +291.0 +35.4% $105.64
844 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 390.0 $117K 0.01% -112.0 -22.3% $301.03 -21.5%
845 SNDR SCHNEIDER NATIONAL INC CL B Industrials 3,213.0 $117K 0.01% $36.53 -1.9%
846 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 2,436.0 $117K 0.01% $48.12 +6.5%
847 WELL HEALTH CARE REIT INC Real Estate 516.0 $117K 0.01% -384.0 -42.7% $226.97 +5.4%
848 APOS APOLLO GLOBAL MGMT INC COM 989.0 $117K 0.01% +445.0 +81.8% $118.31
849 WLY WILEY JOHN & SONS INC CL A Communication Services 2,410.0 $117K 0.01% $48.51 +6.3%
850 MLI MUELLER INDUSTRIES INC Industrials 951.0 $117K 0.01% -12.0 -1.2% $122.93 -48.6%
851 RPM RPM INTL INC COM Basic Materials 1,050.0 $117K 0.01% +278.0 +36.0% $111.15 -2.3%
852 ARCB ARKANSAS BEST CORP Industrials 813.0 $117K 0.01% $143.54 -2.2%
853 UCTT ULTRA CLEAN HOLDINGS INC Technology 814.0 $116K 0.01% +50.0 +6.5% $142.59 -46.4%
854 NKE NIKE INC CLASS B Consumer Cyclical 2,823.0 $116K 0.01% +102.0 +3.8% $41.05 -0.7%
855 IONS IONIS PHARMACEUTICALS INC COM Healthcare 1,460.0 $116K 0.01% -95.0 -6.1% $79.29 -24.7%
856 VERSIGENT PLC ORDINARY SHARES 2,754.0 $116K 0.01% NEW $42.01
857 WDFC WD 40 CO COM Basic Materials 474.0 $115K 0.01% +57.0 +13.7% $243.64 -10.9%
858 OMC OMNICOM GROUP INC COM Communication Services 1,584.0 $115K 0.01% +1K +360.5% $72.83 +20.2%
859 SMG SCOTTS MIRACLE GRO CO Basic Materials 1,686.0 $115K 0.01% +2K +1130.7% $68.11 -10.4%
860 IREN IREN LIMITED ORDINARY SHARES Financial Services 2,509.0 $115K 0.01% +317.0 +14.5% $45.73 -8.4%
Page 43 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%