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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 35 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 LIBERTY GLOBAL PLC CL C 4,834.0 $53K 0.01% +2K +90.2% $11.00
682 HOMB HOME BANCSHARES INC Financial Services 1,857.0 $53K 0.01% +1K +153.3% $28.55 +4.7%
683 LPLA LPL FINL HLDGS INC COM Financial Services 188.0 $53K 0.01% +83.0 +79.0% $281.68 +28.5%
684 FICO FAIR ISAAC CORP COM Technology 44.0 $53K 0.01% +24.0 +120.0% $1194.77 -4.8%
685 OFLX OMEGA FLEX INC COM Industrials 1,670.0 $52K 0.01% +2K +912.1% $31.39 -14.1%
686 ACEL ACCEL ENTERTAINMENT INC COM CL A1 Consumer Cyclical 4,134.0 $52K 0.01% +142.0 +3.6% $12.61 -5.6%
687 BOKF BOK FINANCIAL CORP NEW Financial Services 375.0 $52K 0.01% +121.0 +47.6% $138.88 -0.2%
688 CRGY CRESCENT ENERGY COMPANY CL A COM Energy 5,293.0 $52K 0.01% +667.0 +14.4% $9.82 +37.0%
689 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 840.0 $52K 0.01% +645.0 +330.8% $61.82 -4.7%
690 HSIC HENRY SCHEIN INC Healthcare 617.0 $52K 0.01% +393.0 +175.4% $83.52 +7.3%
691 BAX BAXTER INTL INC COM Healthcare 2,413.0 $51K 0.01% +2K +552.2% $21.32 +23.3%
692 MOS MOSAIC CO Basic Materials 2,401.0 $51K 0.01% +446.0 +22.8% $21.19 +14.5%
693 RDDT REDDIT INC CL A Communication Services 291.0 $51K 0.01% +69.0 +31.1% $173.58 -6.4%
694 EXPI AGNT INC COM Real Estate 9,326.0 $50K 0.01% +2K +22.9% $5.41 -1.7%
695 PRG AARON RENTS INC-COMMON STOCKS-COMMON STOCK DOMESTIC-CONSUMER SERVICES Industrials 1,082.0 $50K 0.01% +61.0 +6.0% $46.61 -14.5%
696 LYB LYONDELLBASELL Basic Materials 953.0 $50K 0.00% +570.0 +148.8% $52.65 +18.8%
697 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 279.0 $50K 0.00% +179.0 +179.0% $178.95 +22.8%
698 LPX LOUISIANA PACIFIC Basic Materials 630.0 $50K 0.00% +135.0 +27.3% $78.66 -8.1%
699 SM SM ENERGY COMPANY COM Energy 1,897.0 $50K 0.00% +2K +415.5% $26.10 +36.7%
700 SNEX STONEX GROUP INC COM Financial Services 417.0 $49K 0.00% +72.0 +20.9% $118.50 -41.2%
Page 35 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%