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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 34 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 AESI ATLAS ENERGY SOLUTIONS INC COM NEW Energy 879.0 $15K 0.00% -2K -66.4% $16.61 -24.3%
662 MATW MATTHEWS INTL CORP CL A Industrials 528.0 $14K 0.00% -8.0 -1.5% $26.92 -21.0%
663 RMAX RE/MAX HLDGS INC CL A Real Estate 1,436.0 $14K 0.00% -753.0 -34.4% $9.86 +38.1%
664 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 483.0 $14K 0.00% -460.0 -48.8% $29.28 +13.9%
665 CALM CAL-MAINE FOODS INC NEW Consumer Defensive 175.0 $14K 0.00% -38.0 -17.8% $80.56 +2.8%
666 PAAS PAN AMERN SILVER CORP COM Basic Materials 309.0 $14K 0.00% -315.0 -50.5% $44.79 +18.5%
667 DFIN DONNELLEY FINL SOLUTIONS INC COM Financial Services 329.0 $14K 0.00% -659.0 -66.7% $41.95 +15.0%
668 MPT MEDICAL PROPERTIES TRUST INC Financial Services 2,982.0 $14K 0.00% -442.0 -12.9% $4.62 -10.8%
669 CORZ CORE SCIENTIFIC INC NEW COM Technology 538.0 $14K 0.00% -3K -85.4% $25.59 -30.4%
670 ATKR ATKORE INC COM Industrials 176.0 $13K 0.00% -39.0 -18.1% $76.04 +23.1%
671 GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK Technology 4,557.0 $13K 0.00% -16K -78.3% $2.93 +35.5%
672 CCB COASTAL FINL CORP WA COM NEW Financial Services 167.0 $13K 0.00% -102.0 -37.9% $77.51 -40.3%
673 WING WINGSTOP INC COM Consumer Cyclical 74.0 $13K 0.00% -2.0 -2.6% $173.41 -33.4%
674 RVLV REVOLVE GROUP INC CL A Consumer Cyclical 552.0 $13K 0.00% -197.0 -26.3% $22.89 +3.8%
675 LMB LIMBACH HLDGS INC COM Industrials 159.0 $12K 0.00% -215.0 -57.5% $77.00 -44.3%
676 CCOI COGENT COMMUNICATIONS GROUP INC NEW Communication Services 875.0 $12K 0.00% -48.0 -5.2% $13.88 -33.9%
677 STANDARDAERO INC COM 404.0 $12K 0.00% -309.0 -43.3% $29.91
678 OFIX ORTHOFIX INTERNATIONAL NV Healthcare 1,317.0 $12K 0.00% -521.0 -28.4% $9.14 +9.5%
679 MILLROSE PPTYS INC COM CL A 396.0 $12K 0.00% -37.0 -8.6% $30.05
680 FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK Real Estate 1,461.0 $12K 0.00% -1K -45.6% $8.14 +3.1%
Page 34 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%