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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 53 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 ESRT EMPIRE ST RLTY TR INC CL A Real Estate 1,914.0 $10K 0.00% +905.0 +89.7% $5.41 -10.9%
1042 PZZA PAPA JOHNS INTERNATIONAL INC Consumer Cyclical 275.0 $10K 0.00% +125.0 +83.3% $36.77 -34.9%
1043 BBSI BARRETT BUSINESS SERVICES INC Industrials 277.0 $10K 0.00% +197.0 +246.2% $35.52 -5.5%
1044 FDMT 4D MOLECULAR THERAPEUTICS INC COM Healthcare 728.0 $10K 0.00% +113.0 +18.4% $13.30 +19.0%
1045 MGRC MCGRATH RENTCORP Industrials 80.0 $10K 0.00% +71.0 +788.9% $121.03 -3.6%
1046 AMCX AMC GLOBAL MEDIA INC CL A Communication Services 966.0 $10K 0.00% +474.0 +96.3% $9.98 +24.1%
1047 BCML BAYCOM CORP COM Financial Services 275.0 $9K 0.00% +228.0 +485.1% $32.90 -8.8%
1048 WH WYNDHAM HOTELS & RESORTS INC COM Consumer Cyclical 107.0 $9K 0.00% +8.0 +8.1% $84.21 -11.4%
1049 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 925.0 $9K 0.00% +849.0 +1117.1% $9.68 -6.7%
1050 TTAN SERVICETITAN INC SHS CL A Technology 124.0 $9K 0.00% +115.0 +1277.8% $70.71 +34.2%
1051 UMC UNITED MICROELECTRONICS CORP SPON ADR NEW Technology 321.0 $9K 0.00% +3.0 +0.9% $27.21 -32.6%
1052 CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 Communication Services 197.0 $9K 0.00% +35.0 +21.6% $44.26 -2.0%
1053 LCID LUCID GROUP INC COM NEW Consumer Cyclical 1,286.0 $9K 0.00% +846.0 +192.3% $6.69 -17.6%
1054 WF WOORI FINL GROUP INC SPONSORED ADS Financial Services 149.0 $9K 0.00% +71.0 +91.0% $57.40 +19.2%
1055 BLSH BULLISH ORD SHS Technology 364.0 $9K 0.00% +343.0 +1633.3% $23.43 +29.8%
1056 LIBERTY CAP CORP SER A GCI GROUP 385.0 $8K 0.00% +277.0 +256.5% $21.90
1057 AVO MISSION PRODUCE INC COM Consumer Defensive 715.0 $8K 0.00% +71.0 +11.0% $11.79 +12.7%
1058 TBPH THERAVANCE BIOPHARMA INC COM Healthcare 493.0 $8K 0.00% +68.0 +16.0% $17.00 +0.1%
1059 ICICI BANK LIMITED ADR 284.0 $8K 0.00% +116.0 +69.0% $29.03
1060 MIRM MIRUM PHARMACEUTICALS INC COM Healthcare 70.0 $8K 0.00% +12.0 +20.7% $117.07 -17.7%
Page 53 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%