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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 32 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 2,265.0 $66K 0.01% +22.0 +1.0% $29.01 -0.1%
622 LNTH LANTHEUS HLDGS INC COM Healthcare 588.0 $65K 0.01% +146.0 +33.0% $110.94 -9.1%
623 EAT BRINKER INTL INC Consumer Cyclical 388.0 $65K 0.01% +6.0 +1.6% $168.00 +51.2%
624 PII POLARIS INDS INC Consumer Cyclical 949.0 $65K 0.01% +533.0 +128.1% $68.44 -6.0%
625 SAIA SAIA INC COM Industrials 154.0 $65K 0.01% +61.0 +65.6% $421.16 -17.0%
626 PCOR PROCORE TECHNOLOGIES INC COM Technology 1,581.0 $64K 0.01% +529.0 +50.3% $40.62 +52.9%
627 NFG NATIONAL FUEL GAS CO COM Energy 831.0 $64K 0.01% +371.0 +80.7% $77.21 +6.8%
628 AVA AVISTA CORP COM Utilities 1,565.0 $64K 0.01% +186.0 +13.5% $40.91 -7.3%
629 MUR MURPHY OIL CORP COM Energy 1,966.0 $64K 0.01% +246.0 +14.3% $32.56 +10.6%
630 STOK STOKE THERAPEUTICS INC COM Healthcare 1,951.0 $64K 0.01% +359.0 +22.6% $32.72 -1.2%
631 AGM FEDERAL AGRIC MTG CORP CL C Financial Services 317.0 $63K 0.01% +309.0 +3862.5% $199.27 +10.3%
632 HHH HOWARD HUGHES CORP Real Estate 883.0 $63K 0.01% +771.0 +688.4% $71.49 -6.6%
633 JOUT JOHNSON OUTDOORS INC CL A Consumer Cyclical 1,365.0 $63K 0.01% +572.0 +72.1% $46.04 +1.8%
634 STLA STELLANTIS N.V SHS Consumer Cyclical 11,029.0 $63K 0.01% +105.0 +1.0% $5.69 -8.3%
635 TEMPUR PEDIC INTL INC 800.0 $63K 0.01% +41.0 +5.4% $78.40
636 GREIF INC CL B 668.0 $62K 0.01% +304.0 +83.5% $93.54
637 AI C3 AI INC CL A Technology 6,859.0 $62K 0.01% +6K +1510.1% $9.09 +11.2%
638 CLPT CLEARPOINT NEURO INC COM Healthcare 3,458.0 $62K 0.01% +3K +5568.9% $17.84 -15.0%
639 ISHARES HIGH YIELD MUNI ACTIVE ETF 1,236.0 $62K 0.01% +93.0 +8.1% $49.80
640 IRT INDEPENDENCE RLTY TR INC COM Real Estate 3,653.0 $61K 0.01% +474.0 +14.9% $16.69 +1.1%
Page 32 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%