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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 137 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 SNAP SNAP INC CL A Communication Services 55.0 $244.0 — — — $4.44 +20.6%
2722 CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD Utilities 116.0 $244.0 — NEW — $2.10 -2.5%
2723 TRIP TRIPADVISOR INC Consumer Cyclical 17.0 $233.0 — — — $13.71 -38.7%
2724 — REPOSITRAK INC COM NEW — 25.0 $225.0 — — — $9.00 —
2725 FSBW FS BANCORP INC COM Financial Services 5.0 $217.0 — — — $43.40 +1.0%
2726 — ARMOUR RESIDENTIAL REIT INC COM SHS — 12.0 $209.0 — -42.0 -77.8% $17.42 —
2727 BSY BENTLEY SYS INC COM CL B Technology 7.0 $209.0 — -141.0 -95.3% $29.86 +4.2%
2728 KLC KINDERCARE LEARNING COMPANIES COM Consumer Defensive 47.0 $200.0 — NEW — $4.26 -54.4%
2729 SFIX STITCH FIX INC COM CL A Consumer Cyclical 48.0 $197.0 — — — $4.10 -38.4%
2730 BKSY BLACKSKY TECHNOLOGY INC CL A NEW Technology 7.0 $195.0 — — — $27.86 -21.4%
2731 TARS TARSUS PHARMACEUTICALS INC COM Healthcare 3.0 $189.0 — — — $63.00 +21.7%
2732 CVRX CVRX INC COM Healthcare 35.0 $180.0 — -3K -98.9% $5.14 -48.9%
2733 CHMI CHERRY HILL MTG INVT CORP COM Real Estate 66.0 $153.0 — — — $2.32 +16.9%
2734 WEN WENDYS CO COM Consumer Cyclical 16.0 $133.0 — -2K -99.1% $8.31 -21.3%
2735 OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR Industrials 1.0 $113.0 — -13.0 -92.9% $113.00 -12.5%
2736 MAGN MAGNERA CORP COM SHS Industrials 7.0 $82.0 — — — $11.71 -0.8%
2737 MEI METHODE ELECTRONICS INC Technology 4.0 $76.0 — — — $19.00 -24.5%
2738 ORC ORCHID IS CAP INC COM NEW Real Estate 10.0 $70.0 — -370.0 -97.4% $7.00 -17.6%
2739 — OCCIDENTAL PETE CORP WT EXP 080327 — 2.0 $53.0 — — — $26.50 —
2740 JYNT JOINT CORP COM Healthcare 5.0 $44.0 — — — $8.80 -11.9%
Page 137 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%