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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 29 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NNI NELNET INC Financial Services 591.0 $79K 0.01% +349.0 +144.2% $133.33 -4.7%
562 BERKSHIRE HILLS BANCORP INC 2,572.0 $78K 0.01% +60.0 +2.4% $30.45
563 VUG VANGUARD GROWTH ETF 906.0 $78K 0.01% +670.0 +283.9% $86.14 +1.6%
564 IESC IES HOLDINGS INC COM Industrials 106.0 $78K 0.01% +1.0 +0.9% $734.66 -6.8%
565 MOH MOLINA HEALTHCARE INC Healthcare 340.0 $78K 0.01% +263.0 +341.6% $228.70 -12.4%
566 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 8,243.0 $77K 0.01% +2K +24.4% $9.39 +20.0%
567 SEADRILL LTD COM 2,044.0 $77K 0.01% +128.0 +6.7% $37.82
568 FLR FLUOR CORP Industrials 1,466.0 $77K 0.01% +113.0 +8.3% $52.39 +0.1%
569 CRK COMSTOCK RES INC Energy 5,127.0 $76K 0.01% +5K +923.4% $14.92 -4.7%
570 SCHX SCHWAB U.S. LARGE-CAP ETF 2,593.0 $76K 0.01% +1K +102.6% $29.43 +2.6%
571 AVNT POLYONE CORP Basic Materials 2,057.0 $76K 0.01% +221.0 +12.0% $36.96 +20.8%
572 ALKS ALKERMES INC Healthcare 1,445.0 $76K 0.01% +366.0 +33.9% $52.40 -7.8%
573 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 2,562.0 $76K 0.01% +560.0 +28.0% $29.54 -2.9%
574 QTWO Q2 HLDGS INC COM Technology 1,570.0 $76K 0.01% +489.0 +45.2% $48.10 +32.9%
575 ABG ASBURY AUTOMOTIVE GROUP INC COM Consumer Cyclical 375.0 $75K 0.01% +264.0 +237.8% $201.08 +6.8%
576 JBSS SANFILIPPO JOHN B & SON INC COM Consumer Defensive 867.0 $75K 0.01% +86.0 +11.0% $85.99 -14.3%
577 QLYS QUALYS INC COM Technology 541.0 $74K 0.01% +266.0 +96.7% $137.49 +32.4%
578 RBRK RUBRIK INC. CL A Technology 926.0 $74K 0.01% +327.0 +54.6% $80.28 +24.7%
579 AGIO AGIOS PHARMACEUTICALS INC COM Healthcare 2,001.0 $74K 0.01% +2K +378.7% $37.11 -10.8%
580 WEAV WEAVE COMMUNICATIONS INC COM Technology 12,388.0 $74K 0.01% +9K +268.8% $5.99 +21.7%
Page 29 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%