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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 25 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CAE CAE INC COM Industrials 1,852.0 $46K 0.00% -2K -45.3% $25.06 -0.6%
482 LII LENNOX INTL INC Industrials 81.0 $46K 0.00% -14.0 -14.7% $572.95 -29.7%
483 TWI TITAN INTL INC Industrials 6,006.0 $46K 0.00% -1K -16.2% $7.71 -7.3%
484 KNF KNIFE RIVER CORP COMMON STOCK Basic Materials 553.0 $46K 0.00% -154.0 -21.8% $83.65 -20.9%
485 SKYT SKYWATER TECHNOLOGY INC COM Technology 1,316.0 $46K 0.00% -133.0 -9.2% $34.82 -6.8%
486 ELF E L F BEAUTY INC COM Consumer Defensive 617.0 $46K 0.00% -132.0 -17.6% $74.00 +37.8%
487 OMF ONEMAIN HLDGS INC COM Financial Services 744.0 $45K 0.00% -234.0 -23.9% $60.97 +3.6%
488 ECPG ENCORE CAPITAL GROUP INC Financial Services 484.0 $45K 0.00% -36.0 -6.9% $93.29 +8.5%
489 BROWN FORMAN CORP CL A 1,644.0 $45K 0.00% -3K -62.9% $27.36
490 CLX CLOROX CO DEL COM Consumer Defensive 469.0 $45K 0.00% -1K -69.1% $95.44 +11.8%
491 NOG NORTHERN OIL & GAS INC COM Energy 2,436.0 $44K 0.00% -802.0 -24.8% $18.15 +50.6%
492 ADC AGREE RLTY CORP Real Estate 583.0 $44K 0.00% -22.0 -3.6% $75.74 -2.5%
493 BANC BANC OF CALIFORNIA INC COM Financial Services 2,160.0 $44K 0.00% -36.0 -1.6% $20.43 -8.8%
494 PCVX VAXCYTE INC COM Healthcare 753.0 $44K 0.00% -95.0 -11.2% $58.13 +7.7%
495 GFF GRIFFON CORP COM Industrials 447.0 $44K 0.00% -44.0 -9.0% $97.53 +3.1%
496 SHC SOTERA HEALTH CO COM Healthcare 2,454.0 $44K 0.00% -215.0 -8.1% $17.75 +10.3%
497 NSSC NAPCO SEC TECHNOLOGIES INC COM Industrials 1,131.0 $43K 0.00% -14.0 -1.2% $37.98 +0.3%
498 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 2,534.0 $43K 0.00% -455.0 -15.2% $16.81 -0.8%
499 URBN URBAN OUTFITTERS INC Consumer Cyclical 600.0 $43K 0.00% -6.0 -1.0% $70.86 +4.8%
500 SAFEHOLD INC COM 2,691.0 $42K 0.00% -492.0 -15.5% $15.70
Page 25 of 42  ·  834 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%