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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 40 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DLB DOLBY LABORATORIES INC Technology 53.0 $3K -7.0 -11.7% $52.58 +22.1%
782 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 61.0 $3K -64.0 -51.2% $44.85 +1.9%
783 DHC SENIOR HOUSING PROPERTIES TRUST Real Estate 293.0 $3K -333.0 -53.2% $9.30 -13.2%
784 TRUP TRUPANION INC COM Financial Services 106.0 $3K -193.0 -64.5% $24.77 +23.8%
785 KMPR KEMPER CORP COM Financial Services 88.0 $2K -286.0 -76.5% $26.95 +1.1%
786 CTKB CYTEK BIOSCIENCES INC COM Healthcare 515.0 $2K -2K -81.2% $4.43 +5.2%
787 FSLR FIRST SOLAR INC Energy 9.0 $2K -61.0 -87.1% $236.00 -9.3%
788 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 21.0 $2K -9.0 -30.0% $96.00 +36.0%
789 ATEC ALPHATEC HLDGS INC COM NEW Healthcare 222.0 $2K -25K -99.1% $8.65 +7.4%
790 BFAM BRIGHT HORIZONS FAM SOL IN DEL COM Consumer Cyclical 27.0 $2K -574.0 -95.5% $70.89 +3.8%
791 ROCK GIBRALTAR INDS INC Industrials 41.0 $2K -145.0 -78.0% $45.10 +2.9%
792 PMT PENNYMAC MORTGAGE INVESTMENT TRUST Real Estate 159.0 $2K -509.0 -76.2% $11.28 -16.8%
793 MTN VAIL RESORTS INC COM Consumer Cyclical 13.0 $2K -38.0 -74.5% $131.54 +14.2%
794 COCO VITA COCO CO INC COM Consumer Defensive 25.0 $2K -51.0 -67.1% $66.16 -1.5%
795 QUBT QUANTUM COMPUTING INC COM Technology 168.0 $2K -52.0 -23.6% $9.70 -16.1%
796 DOX AMDOCS LTD Technology 32.0 $2K -231.0 -87.8% $50.53 +20.5%
797 CXT CRANE NXT CO COM Industrials 30.0 $2K -113.0 -79.0% $51.17 -3.3%
798 LZ LEGALZOOM COM INC COM Industrials 237.0 $1K -1K -86.3% $6.13 -4.4%
799 PATK PATRICK INDS INC COM Consumer Cyclical 16.0 $1K -363.0 -95.8% $89.75 -4.8%
800 CG CARLYLE GROUP INC COM Financial Services 33.0 $1K -18.0 -35.3% $42.12 +13.9%
Page 40 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%