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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 37 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CWEN CLEARWAY ENERGY INC CL C Utilities 1,365.0 $47K 0.00% +58.0 +4.4% $34.18 -5.6%
722 NEXT NEXTDECADE CORP COM Energy 6,176.0 $47K 0.00% +336.0 +5.8% $7.54 -2.5%
723 CHEF CHEFS WHSE INC COM Consumer Defensive 484.0 $47K 0.00% +16.0 +3.4% $96.10 +18.1%
724 JEF JEFFERIES FINANCIAL GROUP INC COM Financial Services 928.0 $46K 0.00% +696.0 +300.0% $49.98 +3.9%
725 NE NOBLE CORP PLC ORD SHS A Energy 1,243.0 $46K 0.00% +382.0 +44.4% $37.30 +23.3%
726 CRBG COREBRIDGE FINL INC COM 1,616.0 $46K 0.00% +1K +1124.2% $28.63
727 VAL VALARIS LTD CL A Energy 637.0 $46K 0.00% +112.0 +21.3% $72.60 +18.2%
728 ATLANTA BRAVES HLDGS INC COM SER A 816.0 $46K 0.00% +92.0 +12.7% $56.31
729 COMP COMPASS INC CL A Technology 3,721.0 $46K 0.00% +1K +53.7% $12.33 -6.3%
730 HR HEALTHCARE RLTY TR CL A COM Real Estate 2,274.0 $46K 0.00% +740.0 +48.2% $20.17 -4.2%
731 INTERNATIONAL BANCSHARES CORP COM 596.0 $45K 0.00% +157.0 +35.8% $75.95
732 OSW ONESPAWORLD HOLDINGS LIMITED COM Consumer Cyclical 1,600.0 $45K 0.00% +117.0 +7.9% $28.24 -6.1%
733 ANGLOGOLD ASHANTI PLC COM SHS 553.0 $45K 0.00% +26.0 +4.9% $80.89
734 ACVA ACV AUCTIONS INC COM CL A Consumer Cyclical 6,187.0 $44K 0.00% +1K +28.8% $7.19 +3.9%
735 RALLIANT CORP COM 604.0 $44K 0.00% +421.0 +230.1% $73.63
736 FDP FRESH DEL MONTE PRODUCE INC COM Consumer Defensive 1,591.0 $44K 0.00% +766.0 +92.8% $27.91 +1.5%
737 CUBI CUSTOMERS BANCORP INC COM Financial Services 561.0 $44K 0.00% +163.0 +41.0% $79.10 -0.1%
738 MKTX MARKETAXESS HLDGS INC COM Financial Services 391.0 $44K 0.00% +267.0 +215.3% $113.49 +43.1%
739 ICFI ICF INTL INC COM Industrials 609.0 $44K 0.00% +125.0 +25.8% $72.86 +21.9%
740 NOVT NOVANTA INC COM Technology 273.0 $44K 0.00% +54.0 +24.7% $162.24 -14.0%
Page 37 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%