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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 103 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 GDYN GRID DYNAMICS HLDGS INC CL A Technology 2,818.0 $16K 0.00% -3K -49.9% $5.68 +40.8%
2042 INHIBRX BIOSCIENCES INC COM 168.0 $16K 0.00% $94.75
2043 IMAX IMAX CORP COM Communication Services 398.0 $16K 0.00% $39.86 +32.3%
2044 AVB AVALONBAY CMNTYS INC Real Estate 84.0 $16K 0.00% +44.0 +110.0% $188.69 -2.5%
2045 NEOG NEOGEN CORP Healthcare 1,761.0 $16K 0.00% -2K -56.0% $8.99 +32.9%
2046 SRRK SCHOLAR ROCK HLDG CORP COM Healthcare 287.0 $16K 0.00% +159.0 +124.2% $55.00 +2.7%
2047 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 112.0 $16K 0.00% +50.0 +80.7% $139.94 +2.7%
2048 PTLO PORTILLOS INC COM CL A Consumer Cyclical 3,305.0 $16K 0.00% -3K -45.3% $4.74 +4.9%
2049 DAVE INC CLASS A COM NEW 42.0 $16K 0.00% +30.0 +250.0% $372.60
2050 FRME FIRST MERCHANTS CORP Financial Services 358.0 $16K 0.00% $43.69 -3.8%
2051 TEM TEMPUS AI INC CL A Healthcare 270.0 $16K 0.00% +189.0 +233.3% $57.93 +25.5%
2052 BFLY BUTTERFLY NETWORK INC COM CL A Healthcare 1,851.0 $16K 0.00% +2K +1241.3% $8.42 +13.4%
2053 MEG ONTERRIS INC COM Industrials 770.0 $16K 0.00% +394.0 +104.8% $20.21 -22.6%
2054 RWT REDWOOD TRUST INC COM Real Estate 3,271.0 $16K 0.00% -10K -75.6% $4.74 +1.3%
2055 OCWEN FINL CORP 390.0 $16K 0.00% +262.0 +204.7% $39.75
2056 SENEA SENECA FOODS CORP CL A Consumer Defensive 89.0 $15K 0.00% $173.94 +11.6%
2057 CCC CCC INTELLIGENT SOLUTIONS HLD COM Technology 2,995.0 $15K 0.00% +1K +62.3% $5.16 +44.6%
2058 SSTK SHUTTERSTOCK INC COM Communication Services 1,107.0 $15K 0.00% -2K -66.9% $13.95 -61.9%
2059 PULS PGIM ULTRA SHORT BOND ETF 311.0 $15K 0.00% $49.55 +0.2%
2060 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 131.0 $15K 0.00% -18K -99.3% $117.45 -0.9%
Page 103 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%