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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 30 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EQ SCHWEITZER-MAUDUIT INTL I 9,762.0 $74K 0.01% +1K +13.5% $7.57
582 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK Consumer Cyclical 1,806.0 $74K 0.01% +1K +286.7% $40.84 +10.5%
583 REZI RESIDEO TECHNOLOGIES INC COM Industrials 2,371.0 $74K 0.01% +48.0 +2.1% $31.10 -34.8%
584 EHC ENCOMPASS HEALTH CORP COM Healthcare 720.0 $73K 0.01% +129.0 +21.8% $101.08 +19.0%
585 CLW CLEARWATER PAPER CORP Basic Materials 4,627.0 $73K 0.01% +965.0 +26.4% $15.68 +38.7%
586 APPF APPFOLIO INC COM CL A Technology 452.0 $72K 0.01% +284.0 +169.1% $160.35 +39.9%
587 BRO BROWN & BROWN INC Financial Services 1,126.0 $72K 0.01% +881.0 +359.6% $64.15 +13.7%
588 GATX GATX CORP COM Industrials 407.0 $72K 0.01% +77.0 +23.3% $177.19 -0.1%
589 SBH SALLY BEAUTY HLDGS INC COM Consumer Cyclical 5,096.0 $72K 0.01% +1K +27.2% $14.14 +17.2%
590 BR BROADRIDGE FIN SOL Technology 526.0 $72K 0.01% +397.0 +307.8% $136.95 +33.0%
591 CENTA CENTRAL GARDEN & PET A Consumer Defensive 1,855.0 $72K 0.01% +910.0 +96.3% $38.77 -0.9%
592 PAGS PAGSEGURO DIGITAL LTD COM CL A Technology 7,940.0 $72K 0.01% +480.0 +6.4% $9.05 -4.8%
593 INVH INVITATION HOMES INC COM Real Estate 2,368.0 $72K 0.01% +2K +1794.4% $30.21 -0.3%
594 TXNM ENERGY INC COM 1,255.0 $71K 0.01% +144.0 +13.0% $56.78
595 UI UBIQUITI INC COM Technology 133.0 $71K 0.01% +18.0 +15.7% $534.03 +4.7%
596 PPC PILGRIMS PRIDE CORP COM Consumer Defensive 2,515.0 $71K 0.01% +2K +352.3% $28.11 +14.7%
597 FORR FORRESTER RESEARCH INC Industrials 8,360.0 $70K 0.01% +3K +63.2% $8.41 +40.1%
598 TDOC TELADOC HEALTH INC COM Healthcare 8,207.0 $70K 0.01% +2K +33.3% $8.48 -24.6%
599 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 5,113.0 $69K 0.01% +5K +2406.4% $13.53 -8.5%
600 MARA MARA HOLDINGS INC COM Financial Services 4,966.0 $69K 0.01% +4K +257.3% $13.89 -18.9%
Page 30 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%