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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 43 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 NG NOVAGOLD RESOURCES INC NEW Basic Materials 5,399.0 $32K 0.00% +754.0 +16.2% $5.97 +54.8%
842 NIC NICOLET BANKSHARES INC COM Financial Services 194.0 $32K 0.00% +24.0 +14.1% $165.39 +5.2%
843 TFIN TRIUMPH FINANCIAL INC COM Financial Services 420.0 $32K 0.00% +75.0 +21.7% $76.31 -2.8%
844 LNT ALLIANT ENERGY CORP COM Utilities 420.0 $32K 0.00% +29.0 +7.4% $76.29 -11.0%
845 STWD STARWOOD PROPERTY TRUST Real Estate 1,954.0 $32K 0.00% +1K +293.2% $16.38 -0.4%
846 THE BALDWIN INSURANCE GRP INC COM CL A 1,201.0 $32K 0.00% +363.0 +43.3% $26.58
847 APOGEE THERAPEUTICS INC COM 240.0 $32K 0.00% +11.0 +4.8% $132.73
848 MGTX MEIRAGTX HLDGS PLC COM Healthcare 2,354.0 $32K 0.00% +82.0 +3.6% $13.51 +6.6%
849 MIR MIRION TECHNOLOGIES INC COM CL A Industrials 1,754.0 $31K 0.00% +369.0 +26.6% $17.93 -17.4%
850 CNNE CANNAE HLDGS INC COM Consumer Cyclical 2,182.0 $31K 0.00% +645.0 +42.0% $14.40 +7.3%
851 COUR COURSERA INC COM Consumer Defensive 5,555.0 $31K 0.00% +2K +63.2% $5.64 +8.8%
852 GRPN GROUPON INC COM Communication Services 1,299.0 $31K 0.00% +625.0 +92.7% $24.06 -19.3%
853 TRDA ENTRADA THERAPEUTICS INC COM Healthcare 4,221.0 $31K 0.00% +175.0 +4.3% $7.36 -0.8%
854 BOW BOWHEAD SPECIALTY HLDGS INC COM SHS Financial Services 1,037.0 $31K 0.00% +751.0 +262.6% $29.93 +12.0%
855 WMK WEIS MKTS INC COM Consumer Defensive 391.0 $31K 0.00% +347.0 +788.6% $78.31 -8.6%
856 BAB POWERSHARES BUILD AMERICA BOND PORTFOLIO ETF 1,135.0 $30K 0.00% +11.0 +1.0% $26.85 -2.0%
857 VO VANGUARD MID CAP 376.0 $30K 0.00% +282.0 +300.0% $80.57 +2.6%
858 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 3,920.0 $30K 0.00% +2K +90.3% $7.68 -25.5%
859 YIELDMAX TSLA OPTION INCOME STRATEGY ETF 1,052.0 $30K 0.00% +286.0 +37.3% $28.54
860 TWST TWIST BIOSCIENCE CORP COM Healthcare 289.0 $30K 0.00% +2.0 +0.7% $102.88 +36.8%
Page 43 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%