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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 5 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVX CHEVRON CORPORATION COM Energy 10,603.0 $1.8M 0.16% -142.0 -1.3% $165.76 +23.8%
82 ABBV ABBVIE INC COM Healthcare 6,899.0 $1.7M 0.16% -1K -14.5% $251.64 +5.3%
83 NVS NOVARTIS AG ADR Healthcare 10,771.0 $1.7M 0.15% +501.0 +4.9% $156.72 +1.4%
84 RY ROYAL BK CDA COM Financial Services 8,138.0 $1.7M 0.15% +275.0 +3.5% $206.97 -0.8%
85 IEUR ISHARES CORE MSCI EUROPE ETF 21,392.0 $1.6M 0.14% $75.17 +4.3%
86 MRK MERCK & CO INC Healthcare 12,085.0 $1.6M 0.14% -100.0 -0.8% $128.50 +18.7%
87 HWM HOWMET AEROSPACE INC COM Industrials 5,593.0 $1.5M 0.14% +245.0 +4.6% $268.86 +1.0%
88 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 31,265.0 $1.5M 0.13% +1K +3.9% $47.97 -0.4%
89 UNH UNITEDHEALTH GROUP Healthcare 3,565.0 $1.5M 0.13% +633.0 +21.6% $415.63 -6.1%
90 MNST MONSTER BEVERAGE CORP Consumer Defensive 15,319.0 $1.5M 0.13% +1K +8.7% $96.12 -50.3%
91 GS GOLDMAN SACHS GROUP INC Financial Services 1,456.0 $1.5M 0.13% +98.0 +7.2% $1011.04 +2.8%
92 COST COSTCO WHOLESALE CORP Consumer Defensive 1,571.0 $1.5M 0.13% -60.0 -3.7% $935.25 +1.3%
93 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 10,686.0 $1.5M 0.13% $136.69 +1.3%
94 PG PROCTER & GAMBLE CO COM Consumer Defensive 9,931.0 $1.5M 0.13% +251.0 +2.6% $146.64 -1.3%
95 CMI CUMMINS INC COM Industrials 1,987.0 $1.4M 0.13% +43.0 +2.2% $713.21 -17.6%
96 RTX RTX CORPORATION COM Industrials 7,454.0 $1.4M 0.13% -405.0 -5.2% $189.73 +10.6%
97 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 16,718.0 $1.4M 0.12% +255.0 +1.6% $83.31 +16.5%
98 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED Financial Services 68,945.0 $1.4M 0.12% -492.0 -0.7% $19.89 +10.8%
99 AZN ASTRAZENECA PLC- SPONS ADR Healthcare 7,263.0 $1.4M 0.12% NEW $187.34 -11.4%
100 BK BANK OF NY MELLON CORP COM Financial Services 9,338.0 $1.4M 0.12% +1K +13.7% $144.61 -1.9%
Page 5 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%