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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 27 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 STRA STRAYER EDUCATION INC Consumer Defensive 502.0 $38K 0.00% -435.0 -46.4% $76.62 +8.9%
522 BZH BEAZER HOMES USA INCCOM NEW Consumer Cyclical 1,363.0 $38K 0.00% -219.0 -13.8% $28.05 +18.1%
523 GDDY GODADDY INC CL A Technology 450.0 $38K 0.00% -624.0 -58.1% $84.88 +14.4%
524 NXT NEXTPOWER INC CLASS A COM Technology 319.0 $38K 0.00% -123.0 -27.8% $119.14 -27.7%
525 HLMN HILLMAN SOLUTIONS CORP COM Industrials 4,456.0 $38K 0.00% -2K -29.2% $8.44 -0.9%
526 GIC GLOBAL INDUSTRIAL COMPANY COM Industrials 1,124.0 $38K 0.00% -20.0 -1.8% $33.46 +17.9%
527 AA ALCOA CORP COM Basic Materials 720.0 $38K 0.00% -58.0 -7.5% $52.14 -0.6%
528 CACI CACI INTL INC CL A Technology 81.0 $38K 0.00% -37.0 -31.4% $463.26 +39.7%
529 DOW DOW HLDGS INC COM Basic Materials 1,346.0 $37K 0.00% -89.0 -6.2% $27.36 +18.2%
530 INGR INGREDION INC COM Consumer Defensive 387.0 $37K 0.00% -7K -94.5% $94.71 +12.8%
531 ICUI I C U MEDICAL INC Healthcare 248.0 $36K 0.00% -399.0 -61.7% $146.60 +24.7%
532 TRMB TRIMBLE NAV LTD Technology 706.0 $36K 0.00% -667.0 -48.6% $51.18 +17.7%
533 TCBI TEXAS CAPITAL BANCSHARES INC Financial Services 347.0 $36K 0.00% -15.0 -4.1% $103.26 -4.8%
534 IDCC INTERDIGITAL INC COM Technology 126.0 $36K 0.00% -100.0 -44.2% $283.13 +20.9%
535 WNC WABASH NATL CORP COM Industrials 2,641.0 $36K 0.00% -1K -34.9% $13.50 -11.0%
536 PAYSAFE LIMITED SHS 4,751.0 $35K 0.00% -546.0 -10.3% $7.47
537 GNW GENWORTH FINL INC COM SHS Financial Services 3,722.0 $35K 0.00% -356.0 -8.7% $9.47 +4.3%
538 FOXF FOX FACTORY HLDG CORP COM Consumer Cyclical 2,039.0 $35K 0.00% -426.0 -17.3% $16.95 +28.9%
539 KBR KBR INC Industrials 989.0 $34K 0.00% -912.0 -48.0% $34.53 +11.7%
540 FCN FTI CONSULTING INC Industrials 222.0 $33K 0.00% -1K -83.0% $149.01 +4.5%
Page 27 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%