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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 127 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 CGON CG ONCOLOGY INC COM Healthcare 39.0 $3K — — — $71.05 +1.7%
2522 BVS BIOVENTUS INC COM CL A Healthcare 293.0 $3K — — — $9.44 +45.8%
2523 NTST NETSTREIT CORP COM Real Estate 130.0 $3K — — — $21.13 -15.7%
2524 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF — 61.0 $3K — -64.0 -51.2% $44.85 -4.9%
2525 ELVR ELEVRA LITHIUM LTD SPONSORED ADS Basic Materials 40.0 $3K — — — $68.15 -42.9%
2526 DHC SENIOR HOUSING PROPERTIES TRUST Real Estate 293.0 $3K — -333.0 -53.2% $9.30 -16.1%
2527 ARCT ARCTURUS THERAPEUTICS HLDGS COM Healthcare 405.0 $3K — +90.0 +28.6% $6.72 +108.0%
2528 VRDN VIRIDIAN THERAPEUTICS INC COM Healthcare 148.0 $3K — +14.0 +10.4% $18.37 +11.8%
2529 BY BYLINE BANCORP INC COM Financial Services 72.0 $3K — — — $37.67 -2.2%
2530 JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND — 46.0 $3K — — — $58.63 -0.5%
2531 FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS Consumer Defensive 21.0 $3K — +3.0 +16.7% $127.90 -8.1%
2532 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF — 53.0 $3K — — — $50.60 -2.8%
2533 HTZ HERTZ GLOBAL HLDGS INC COM NEW Industrials 1,161.0 $3K — — — $2.27 -25.8%
2534 TRUP TRUPANION INC COM Financial Services 106.0 $3K — -193.0 -64.5% $24.77 -4.3%
2535 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 200.0 $3K — — — $12.76 +69.2%
2536 IDU ISHARES U.S. UTILITIES ETF — 22.0 $3K — — — $115.14 -11.9%
2537 MP MP MATERIALS CORP COM CL A Basic Materials 45.0 $3K — — — $56.00 -14.4%
2538 BTDR BITDEER TECHNOLOGIES GROUP CL A ORD SHS Technology 157.0 $2K — NEW — $15.87 -32.7%
2539 LI LI AUTO INC SPONSORED ADS Consumer Cyclical 212.0 $2K — +128.0 +152.4% $11.74 -2.3%
2540 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF — 26.0 $2K — — — $95.42 -0.0%
Page 127 of 138  ·  2,745 positions

① 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%