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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 27 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SMPL SIMPLY GOOD FOODS CO COM Consumer Defensive 6,942.0 $92K 0.01% +4K +180.9% $13.28 -18.1%
522 RJF RAYMOND JAMES FINL INC COM Financial Services 604.0 $92K 0.01% +7.0 +1.2% $152.03 +15.2%
523 FTV FORTIVE CORP COM Technology 1,501.0 $92K 0.01% +26.0 +1.8% $61.09 -1.7%
524 SWK STANLEY BLACK & DECKER INC COM Industrials 968.0 $91K 0.01% +311.0 +47.3% $94.12 +6.3%
525 LITE LUMENTUM HLDGS INC COM Technology 106.0 $91K 0.01% +30.0 +39.5% $858.06 +1.0%
526 KELYA KELLY SVCS INC CL A Industrials 7,351.0 $90K 0.01% +2K +47.0% $12.28 +39.2%
527 AVPT AVEPOINT INC COM CL A Technology 8,044.0 $90K 0.01% +2K +26.8% $11.21 +19.3%
528 SPT SPROUT SOCIAL INC COM CL A Technology 11,932.0 $90K 0.01% +12K +4977.4% $7.55 +32.7%
529 AVTR AVANTOR INC COM Healthcare 9,073.0 $90K 0.01% +7K +372.1% $9.90 +46.1%
530 MC MOELIS & CO CL A Financial Services 1,371.0 $90K 0.01% +500.0 +57.4% $65.42 +4.4%
531 GL GLOBE LIFE INC COM Financial Services 501.0 $90K 0.01% +49.0 +10.8% $178.68 -4.3%
532 PAR PAR TECHNOLOGY CORP COM Technology 5,110.0 $89K 0.01% +4K +325.5% $17.42 +12.1%
533 PRKS UNITED PARKS & RESORTS INC COM Consumer Cyclical 1,862.0 $89K 0.01% +537.0 +40.5% $47.74 -5.0%
534 PRGS PROGRESS SOFTWARE CORP Technology 2,645.0 $89K 0.01% +2K +461.6% $33.58 +32.1%
535 DFH DREAM FINDERS HOMES INC COM CL A Consumer Cyclical 5,135.0 $89K 0.01% +2K +59.4% $17.26 -13.6%
536 S SENTINELONE INC CL A Technology 5,221.0 $89K 0.01% +1K +31.1% $16.97 +24.9%
537 BXC BLUELINX HLDGS INC COM NEW Industrials 1,427.0 $88K 0.01% +112.0 +8.5% $61.88 +36.7%
538 SPSC SPS COMM INC COM Technology 1,542.0 $88K 0.01% +272.0 +21.4% $57.17 +41.8%
539 IWF ISHARES RUSSELL 1000 GROWTH ETF 701.0 $87K 0.01% +642.0 +1088.1% $124.20 -1.5%
540 SVV SAVERS VALUE VLG INC COM Consumer Cyclical 8,605.0 $87K 0.01% +342.0 +4.1% $10.09 +6.5%
Page 27 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%