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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 100 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 LFST LIFESTANCE HEALTH GROUP INC COM Healthcare 1,702.0 $18K 0.00% $10.71 +16.4%
1982 EYPT EYEPOINT INC COM NEW Healthcare 1,270.0 $18K 0.00% $14.30 -62.8%
1983 LEU CENTRUS ENERGY CORP CL A Energy 108.0 $18K 0.00% $167.87 +11.0%
1984 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 51.0 $18K 0.00% $354.57 -31.4%
1985 VONV VANGUARD RUSSELL 1000 VALUE ETF 170.0 $18K 0.00% $106.31 +6.1%
1986 PAYO PAYONEER GLOBAL INC COM Technology 2,535.0 $18K 0.00% +2K +414.2% $7.12 -0.1%
1987 MTDR MATADOR RES CO COM Energy 362.0 $18K 0.00% +316.0 +687.0% $49.78 +17.3%
1988 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 200.0 $18K 0.00% $89.85 +5.6%
1989 FRST PRIMIS FINANCIAL CORP COM Financial Services 1,093.0 $18K 0.00% $16.37 -1.3%
1990 SRCE 1ST SOURCE CORP COM Financial Services 219.0 $18K 0.00% $81.58 +5.2%
1991 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 100.0 $18K 0.00% $178.60 -2.6%
1992 CROX CROCS INC Consumer Cyclical 148.0 $18K 0.00% +51.0 +52.6% $120.64 +1.2%
1993 SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 200.0 $18K 0.00% $89.14 +0.2%
1994 AAOI APPLIED OPTOELECTRONICS INC COM Technology 120.0 $18K 0.00% -13.0 -9.8% $148.16 -15.8%
1995 BJRI BJ'S RESTAURANTS Consumer Cyclical 292.0 $18K 0.00% $60.74 +9.9%
1996 DUOL DUOLINGO INC CL A COM Technology 154.0 $18K 0.00% -53.0 -25.6% $115.02 +27.0%
1997 RPV INVESCO S&P 500 PURE VALUE ETF 155.0 $18K 0.00% +1.0 +0.7% $113.95 +7.5%
1998 ADUS ADDUS HOMECARE CORP COM Healthcare 174.0 $17K 0.00% -13.0 -7.0% $100.47 +20.2%
1999 PRGO PERRIGO CO Healthcare 1,680.0 $17K 0.00% +1K +646.7% $10.39 +37.2%
2000 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 427.0 $17K 0.00% -14.0 -3.2% $40.87 +21.2%
Page 100 of 138  ·  2,745 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%