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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 54 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 PDM PIEDMONT OFFICE RLTYTR INC COM CL A Real Estate 890.0 $8K 0.00% +138.0 +18.4% $9.15 +5.5%
1062 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 1,042.0 $8K 0.00% +269.0 +34.8% $7.74 +17.6%
1063 CHH CHOICE HOTELS INTL NEW Consumer Cyclical 73.0 $8K 0.00% +15.0 +25.9% $110.27 -0.6%
1064 TPC TUTOR PERINI CORP COM Industrials 96.0 $8K 0.00% +9.0 +10.3% $82.97 +10.0%
1065 HDV ISHARES CORE HIGH DIVIDEND ETF 290.0 $8K 0.00% +232.0 +400.0% $27.41 +8.8%
1066 DRVN DRIVEN BRANDS HLDGS INC COM Consumer Cyclical 557.0 $8K 0.00% +51.0 +10.1% $13.94 -5.5%
1067 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 76.0 $8K 0.00% +68.0 +850.0% $101.86 -26.3%
1068 ARVN ARVINAS INC COM Healthcare 925.0 $8K 0.00% +274.0 +42.1% $8.31 +12.7%
1069 QXO QXO INC COM NEW Industrials 444.0 $8K 0.00% +8.0 +1.8% $17.28 -20.4%
1070 YIELDMAX MSTR OPTION INCOME STRATEGY ETF 625.0 $8K 0.00% +5.0 +0.8% $12.23
1071 APPN APPIAN CORP CL A Technology 331.0 $8K 0.00% +9.0 +2.8% $22.90 +67.2%
1072 KB KB FINL GROUP INC SPONSORED ADR Financial Services 72.0 $8K 0.00% +47.0 +188.0% $104.96 +12.4%
1073 CZR CAESARS ENTERTAINMENT INC NEW COM Consumer Cyclical 250.0 $8K 0.00% +43.0 +20.8% $30.18 -1.4%
1074 SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD Financial Services 116.0 $7K 0.00% +57.0 +96.6% $63.25 +18.0%
1075 HCSG HEALTHCARE SERVICES GROUP INC Healthcare 297.0 $7K 0.00% +50.0 +20.2% $24.56 -7.3%
1076 IYE ISHARES U.S. ENERGY ETF 128.0 $7K 0.00% +1.0 +0.8% $56.60 +19.0%
1077 OI OWENS-ILLINOIS, INC. Consumer Cyclical 749.0 $7K 0.00% +564.0 +304.9% $9.63 -25.5%
1078 BBNX BETA BIONICS INC COM Healthcare 458.0 $7K 0.00% +159.0 +53.2% $15.67 +21.6%
1079 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 371.0 $7K 0.00% +21.0 +6.0% $19.09 +11.0%
1080 HDB HDFC BK LTD ADR REPSTG 3 SHS Financial Services 274.0 $7K 0.00% +164.0 +149.1% $25.83 -8.6%
Page 54 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%