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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 36 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD Technology 286.0 $9K 0.00% -8.0 -2.7% $31.60 +57.8%
702 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 177.0 $9K 0.00% -623.0 -77.9% $50.99 -3.2%
703 BMI BADGER METER INC COM Technology 60.0 $9K 0.00% -8.0 -11.8% $148.38 -13.6%
704 WGO WINNEBAGO INDS INC COM Consumer Cyclical 282.0 $9K 0.00% -2K -86.8% $31.24 +2.3%
705 ACM AECOM TECHNOLOGY CORP Industrials 126.0 $9K 0.00% -638.0 -83.5% $69.80 -6.6%
706 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 173.0 $9K 0.00% -123.0 -41.5% $50.42 +9.5%
707 LIFE360 INC COM 157.0 $9K 0.00% -18.0 -10.3% $55.36
708 PHR PHREESIA INC COM Healthcare 823.0 $8K 0.00% -883.0 -51.8% $10.29 +16.6%
709 GENI GENIUS SPORTS LIMITED SHARES CL A Communication Services 1,382.0 $8K 0.00% -572.0 -29.3% $6.06 +30.9%
710 ONEW ONEWATER MARINE INC CL A COM Consumer Cyclical 725.0 $8K 0.00% -224.0 -23.6% $11.27 +1.2%
711 SRPT SAREPTA THERAPEUTICS INC COM Healthcare 450.0 $8K 0.00% -196.0 -30.3% $17.97 +6.9%
712 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 207.0 $8K 0.00% -2K -90.3% $38.96 +9.4%
713 SPRY ARS PHARMACEUTICALS INC COM Healthcare 991.0 $8K 0.00% -547.0 -35.6% $8.01 -31.3%
714 ITIC INVESTORS TITLE CO NC COM Financial Services 29.0 $8K 0.00% -10.0 -25.6% $273.69 +5.3%
715 WRBY WARBY PARKER INC CL A COM Healthcare 261.0 $8K 0.00% -250.0 -48.9% $30.34 -9.5%
716 DIEBOLD NIXDORF INC COM SHS 93.0 $8K 0.00% -98.0 -51.3% $85.02
717 VNT VONTIER CORPORATION COM Technology 271.0 $8K 0.00% -3K -92.6% $29.00 +13.1%
718 CCSI CONSENSUS CLOUD SOLUTIONS INC COM Technology 206.0 $8K 0.00% -65.0 -24.0% $38.15 -2.5%
719 ORIC ORIC PHARMACEUTICALS INC COM Healthcare 720.0 $8K 0.00% -53.0 -6.9% $10.83 +28.2%
720 THO THOR INDS INC COM Consumer Cyclical 102.0 $8K 0.00% -147.0 -59.0% $75.16 +4.8%
Page 36 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 34.9%
Financial Services 17.3%
Industrials 10.3%
Healthcare 8.4%
Consumer Cyclical 8.3%
Communication Services 5.4%
Energy 3.8%
Consumer Defensive 3.7%
Real Estate 2.8%
Utilities 2.6%