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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 46 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 UHAL U HAUL HOLDING COMPANY COM 383.0 $25K 0.00% +108.0 +39.3% $65.44
902 STAG STAG INDUSTRIAL INC COM Real Estate 657.0 $25K 0.00% +236.0 +56.1% $38.06 -3.7%
903 FMAO FARMERS & MERCHANTS BANCORP IN COM Financial Services 813.0 $25K 0.00% +341.0 +72.2% $30.58 +11.3%
904 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 223.0 $25K 0.00% +81.0 +57.0% $111.31 +26.9%
905 HURN HURON CONSULTING Industrials 272.0 $25K 0.00% +67.0 +32.7% $90.16 +79.3%
906 VHT VANGUARD HEALTH CARE ETF 82.0 $25K 0.00% +58.0 +241.7% $299.02 +9.6%
907 MGPI MGP INGREDIENTS INC NEW COM Consumer Defensive 1,384.0 $24K 0.00% +1K +1651.9% $17.52 +3.1%
908 RNR RENAISSANCERE HLDGS INCF Financial Services 76.0 $24K 0.00% +11.0 +16.9% $316.89 +2.1%
909 RYZ RYERSON HLDG CORP COM Consumer Defensive 968.0 $24K 0.00% +413.0 +74.4% $24.61 +2.2%
910 ACAD ACADIA PHARMACEUTICALS INC Healthcare 936.0 $24K 0.00% +328.0 +54.0% $25.30 +16.6%
911 SILJ AMPLIFY JUNIOR SILVER MINERS ETF 907.0 $24K 0.00% +375.0 +70.5% $25.92 +23.2%
912 CCRN CROSS COUNTRY HEALTHCARE INC Healthcare 1,760.0 $23K 0.00% +953.0 +118.1% $13.21 +0.3%
913 EPC ENERGIZER HOLDING INC Consumer Defensive 856.0 $23K 0.00% +595.0 +228.0% $26.86 +6.4%
914 AKAM AKAMAI TECH Technology 193.0 $23K 0.00% +7.0 +3.8% $118.21 -6.6%
915 BRC BRADY CORP CL A Industrials 247.0 $23K 0.00% +141.0 +133.0% $91.57 -0.3%
916 LAZ LAZARD INC COM Financial Services 539.0 $23K 0.00% +527.0 +4391.7% $41.94 +5.3%
917 SPFI SOUTH PLAINS FINANCIAL INC COM Financial Services 523.0 $23K 0.00% +126.0 +31.7% $43.08 +2.6%
918 SITE SITEONE LANDSCAPE SUPPLY INC COM Industrials 196.0 $22K 0.00% +182.0 +1300.0% $114.41 -16.1%
919 ZS ZSCALER INC COM Technology 158.0 $22K 0.00% +25.0 +18.8% $141.15 +28.8%
920 INSTALLED BLDG PRODS INC COM 97.0 $22K 0.00% +56.0 +136.6% $229.84
Page 46 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%