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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 37 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 769.0 $8K 0.00% -11.0 -1.4% $9.86 +4.4%
722 BLMN BLOOMIN BRANDS INC COM Consumer Cyclical 820.0 $7K 0.00% -496.0 -37.7% $9.14 +14.7%
723 ENSG ENSIGN GROUP INC Healthcare 46.0 $7K 0.00% -11.0 -19.3% $160.30 +12.2%
724 CYTK CYTOKINETICS INC COM NEW Healthcare 86.0 $7K 0.00% -42.0 -32.8% $85.19 -9.4%
725 POWI POWER INTEGRATIONS INC Technology 87.0 $7K 0.00% -57.0 -39.6% $83.76 -34.5%
726 AURA AURA BIOSCIENCES INC COM Healthcare 1,023.0 $7K 0.00% -438.0 -30.0% $7.10 +9.4%
727 TIC TIC SOLUTIONS INC COM Industrials 883.0 $7K 0.00% -602.0 -40.5% $8.09 +11.5%
728 PNR PENTAIR PLC SHS Industrials 93.0 $7K 0.00% -270.0 -74.4% $76.66 -16.8%
729 KRRO KORRO BIO INC COM Healthcare 539.0 $7K 0.00% -152.0 -22.0% $13.18 -1.7%
730 UHT UNIVERSAL HEALTH RLTY INCM TR Real Estate 154.0 $7K 0.00% -20.0 -11.5% $43.86 -5.8%
731 PLAB PHOTRONICS INC COM Technology 206.0 $7K 0.00% -248.0 -54.6% $32.53 -6.2%
732 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 186.0 $7K 0.00% -97.0 -34.3% $36.01 +7.3%
733 COGT COGENT BIOSCIENCES INC COM Healthcare 170.0 $7K 0.00% -11.0 -6.1% $38.70 -8.8%
734 RYN RAYONIER INC REIT Real Estate 309.0 $7K 0.00% -536.0 -63.4% $21.28 -0.0%
735 CSV CARRIAGE SVCS INC COM Consumer Cyclical 170.0 $7K 0.00% -92.0 -35.1% $38.34 -9.9%
736 HDSN HUDSON TECHNOLOGIES INC COM Basic Materials 1,134.0 $7K 0.00% -6K -84.6% $5.74 -3.0%
737 NVAX NOVAVAX INC COM NEW Healthcare 680.0 $6K 0.00% -575.0 -45.8% $9.42 -10.6%
738 IVR INVESCO MORTGAGE CAPITAL INC COM Real Estate 792.0 $6K 0.00% -99.0 -11.1% $7.90 -4.4%
739 ALGM ALLEGRO MICROSYSTEMS INC COM Technology 89.0 $6K 0.00% -51.0 -36.4% $69.62 -46.6%
740 OSIS O S I SYSTEMS INC Technology 28.0 $6K 0.00% -5.0 -15.2% $218.71 -0.3%
Page 37 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%