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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 40 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AEBI SCHMIDT HLDG AG COM 3,078.0 $39K 0.00% +570.0 +22.7% $12.55
782 RARE ULTRAGENYX PHARMACEUTICAL INC COM Healthcare 1,152.0 $38K 0.00% +1K +662.9% $33.39 -23.0%
783 CNR CORE NATURAL RESOURCES INC COM SHS Energy 479.0 $38K 0.00% +90.0 +23.1% $80.02 +20.2%
784 MSEX MIDDLESEX WTR CO COM Utilities 682.0 $38K 0.00% +523.0 +328.9% $56.16 +5.9%
785 MANH MANHATTAN ASSOCIATES INC Technology 274.0 $38K 0.00% +229.0 +508.9% $139.25 +53.1%
786 BLKB BLACKBAUD INC Technology 1,286.0 $38K 0.00% +912.0 +243.8% $29.62 +62.3%
787 PXH INVESCO RAFI EMERGING MARKETS ETF 1,365.0 $38K 0.00% +17.0 +1.3% $27.87 +4.7%
788 DX DYNEX CAP INC COM Real Estate 2,896.0 $38K 0.00% +3K +891.8% $13.11 -0.5%
789 AMN AMN HEALTHCARE SERVICES INC Healthcare 1,170.0 $38K 0.00% +345.0 +41.8% $32.37 +6.6%
790 GHC GRAHAM HLDGS CO COM CL B Consumer Defensive 33.0 $38K 0.00% +13.0 +65.0% $1141.42 +3.0%
791 GSHD GOOSEHEAD INS INC COM CL A Financial Services 772.0 $37K 0.00% +637.0 +471.9% $48.50 +50.5%
792 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 944.0 $37K 0.00% +823.0 +680.2% $39.55 +4.8%
793 CPK CHESAPEAKE UTILS CORP COM Utilities 304.0 $37K 0.00% +85.0 +38.8% $122.48 +10.4%
794 ENR ENERGIZER HLDGS INC COM Industrials 1,726.0 $37K 0.00% +427.0 +32.9% $21.44 +0.2%
795 LAD LITHIA MOTORS INC-CL A Consumer Cyclical 127.0 $37K 0.00% +118.0 +1311.1% $290.49 +26.9%
796 CVBF CVB FINANCIAL CP Financial Services 1,634.0 $37K 0.00% +123.0 +8.1% $22.55 -0.5%
797 CNMD CONMED CORP Healthcare 1,125.0 $37K 0.00% +763.0 +210.8% $32.73 +57.3%
798 ASIX ADVANSIX INC COM Basic Materials 1,852.0 $37K 0.00% +36.0 +2.0% $19.88 -15.5%
799 IOSP INNOSPEC INC Basic Materials 452.0 $37K 0.00% +120.0 +36.1% $81.39 +16.4%
800 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 3,480.0 $37K 0.00% +3K +1075.7% $10.57 +8.3%
Page 40 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%