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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 41 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 BKH BLACK HILLS CORP COM Utilities 492.0 $37K 0.00% +4.0 +0.8% $74.40 -3.1%
802 UVV UNIVERSAL CORP VA MTNS BK ENT COM Consumer Defensive 701.0 $37K 0.00% +187.0 +36.4% $52.17 -12.6%
803 ORA ORMAT TECHNOLOGIES INC COM Utilities 334.0 $36K 0.00% +15.0 +4.7% $108.90 -3.1%
804 OCFC OCEANFIRST FINL CORP Financial Services 1,859.0 $36K 0.00% +384.0 +26.0% $19.53 -2.6%
805 BKE THE BUCKLE INC Consumer Cyclical 854.0 $36K 0.00% +326.0 +61.7% $42.20 +4.8%
806 AMER SPORTS INC COM SHS 1,062.0 $36K 0.00% +45.0 +4.4% $33.84
807 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 400.0 $36K 0.00% +81.0 +25.4% $89.48 -20.7%
808 GRND GRINDR INC COM Technology 2,487.0 $36K 0.00% +470.0 +23.3% $14.37 +8.9%
809 GBX GREENBRIER COMPANIES INC Industrials 727.0 $36K 0.00% +175.0 +31.7% $49.01 -6.1%
810 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 587.0 $36K 0.00% +539.0 +1122.9% $60.67 +24.8%
811 NWN NORTHWEST NAT HLDG CO COM Utilities 723.0 $35K 0.00% +480.0 +197.5% $49.06 +2.1%
812 WASH WASHINGTON TR BANCORP INC COM Financial Services 971.0 $35K 0.00% +31.0 +3.3% $36.48 +9.0%
813 CHE CHEMED CORP NEW COM Healthcare 76.0 $35K 0.00% +75.0 +7500.0% $465.74 +16.5%
814 PJT PJT PARTNERS INC COM CL A Financial Services 234.0 $35K 0.00% +99.0 +73.3% $150.94 +16.1%
815 SLM SLM CORP COM Financial Services 1,356.0 $35K 0.00% +250.0 +22.6% $25.94 +1.8%
816 DSP VIANT TECHNOLOGY INC COM CL A Technology 2,772.0 $35K 0.00% +2K +202.3% $12.66 -3.2%
817 CACC CREDIT ACCEP CORP MICH Financial Services 55.0 $35K 0.00% +47.0 +587.5% $636.75 -5.5%
818 KTOS KRATOS DEFENSE & SECSOLUTIONS COM Industrials 696.0 $35K 0.00% +266.0 +61.9% $49.86 +6.7%
819 CAI CARIS LIFE SCIENCES INC COM Healthcare 1,938.0 $35K 0.00% +185.0 +10.6% $17.82 +46.8%
820 UUUU ENERGY FUELS INC COM NEW Energy 2,381.0 $35K 0.00% +35.0 +1.5% $14.50 +2.7%
Page 41 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%