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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 31 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AX AXOS FINANCIAL INC COM Financial Services 708.0 $69K 0.01% +310.0 +77.9% $97.39 -0.7%
602 OSK OSHKOSH CORP COM Industrials 449.0 $69K 0.01% +124.0 +38.1% $153.48 +2.4%
603 TSEM TOWER SEMICONDUCTOR LTD SHS NEW Technology 264.0 $69K 0.01% +26.0 +10.9% $260.64 -14.6%
604 VNO VORNADO REALTY TRUST Real Estate 1,750.0 $69K 0.01% +901.0 +106.1% $39.30 -3.6%
605 DINO HF SINCLAIR CORP COM Energy 985.0 $69K 0.01% +234.0 +31.2% $69.65 +39.7%
606 HLI HOULIHAN LOKEY INC CL A Financial Services 510.0 $68K 0.01% +243.0 +91.0% $134.13 -3.8%
607 GNTX GENTEX CORP Consumer Cyclical 2,698.0 $68K 0.01% +602.0 +28.7% $25.27 -6.4%
608 DIVERSIFIED ENERGY CO COMMON STOCK 4,909.0 $68K 0.01% +3K +197.0% $13.86
609 MSA MSA SAFETY INC COM Industrials 388.0 $68K 0.01% +211.0 +119.2% $174.58 +8.5%
610 OGS ONE GAS INC Utilities 878.0 $68K 0.01% +603.0 +219.3% $77.07 +2.3%
611 WTRG ESSENTIAL UTILS INC COM Utilities 1,756.0 $67K 0.01% +769.0 +77.9% $38.31 +4.9%
612 CAVA CAVA GROUP INC COM Consumer Cyclical 850.0 $67K 0.01% +28.0 +3.4% $78.48 -6.2%
613 REXR REXFORD INDL RLTY INC COM Real Estate 1,986.0 $67K 0.01% +1K +143.7% $33.50 +11.1%
614 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 1,800.0 $66K 0.01% +1K +148.3% $36.79 +11.6%
615 DXC DXC TECHNOLOGY CO COM Technology 7,474.0 $66K 0.01% +2K +47.4% $8.85 +22.0%
616 HCC WARRIOR MET COAL INC COM Energy 814.0 $66K 0.01% +11.0 +1.4% $81.16 +31.5%
617 OMDA OMADA HEALTH INC COM Healthcare 2,998.0 $66K 0.01% +2K +319.3% $21.95 +8.8%
618 OEC ORION S.A. COM Basic Materials 9,925.0 $66K 0.01% +2K +26.4% $6.63 -7.7%
619 RIG TRANSOCEAN Energy 13,451.0 $66K 0.01% +921.0 +7.3% $4.89 +21.1%
620 MHO M/I HOMES INC Consumer Cyclical 409.0 $66K 0.01% +234.0 +133.7% $160.79 -5.2%
Page 31 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%