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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 24 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MKL MARKEL CORP HOLDING CO Financial Services 55.0 $107K 0.01% +14.0 +34.1% $1953.02 -8.1%
462 HOPE HOPE BANCORP INC COM Financial Services 7,848.0 $107K 0.01% +3K +62.6% $13.68 +2.1%
463 APTIV PLC COM SHS 1,736.0 $107K 0.01% +44.0 +2.6% $61.38
464 KNX KNIGHT TRANSPORTATION INC Industrials 1,363.0 $106K 0.01% +124.0 +10.0% $77.87 -8.1%
465 FTAI AVIATION LTD SHS 391.0 $106K 0.01% +87.0 +28.6% $270.53
466 CSR CENTERSPACE COM Real Estate 1,882.0 $106K 0.01% +173.0 +10.1% $56.19 -4.0%
467 IDYA IDEAYA BIOSCIENCES INC COM Healthcare 2,825.0 $105K 0.01% +596.0 +26.7% $37.27 +6.4%
468 VNOM VIPER ENERGY INC CL A Energy 2,481.0 $105K 0.01% +413.0 +20.0% $42.40 +6.8%
469 HELE HELEN OF TROY LTD Consumer Defensive 3,618.0 $105K 0.01% +1K +54.5% $29.07 -0.0%
470 BE BLOOM ENERGY CORP COM CL A Industrials 347.0 $105K 0.01% +12.0 +3.6% $302.70 -33.4%
471 ALRM ALARM COM HLDGS INC COM Technology 2,231.0 $104K 0.01% +2K +261.0% $46.72 +23.1%
472 CBAN COLONY BANKCORP INC COM Financial Services 5,175.0 $104K 0.01% +5K +762.5% $20.09 +6.9%
473 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 1,360.0 $104K 0.01% +584.0 +75.3% $76.40 +5.1%
474 SOLV SOLVENTUM CORP COM SHS Healthcare 1,343.0 $104K 0.01% +585.0 +77.2% $77.15 +16.1%
475 CE CELANESE CORPORATION Basic Materials 2,250.0 $104K 0.01% +1K +119.5% $46.00 +1.7%
476 XPO XPO INC COM Industrials 503.0 $103K 0.01% +283.0 +128.6% $205.29 -3.7%
477 UPST UPSTART HLDGS INC COM Financial Services 2,905.0 $103K 0.01% +612.0 +26.7% $35.43 -14.5%
478 DTM DT MIDSTREAM INC COMMON STOCK Energy 701.0 $103K 0.01% +159.0 +29.3% $146.74 -13.6%
479 ABM ABM INDS INC COM Industrials 2,316.0 $102K 0.01% +458.0 +24.6% $44.24 +5.8%
480 PRI PRIMERICA INC COM Financial Services 360.0 $102K 0.01% +5.0 +1.4% $284.20 +4.1%
Page 24 of 58  ·  1,150 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%