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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 110 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 FSLY FASTLY INC CL A Technology 632.0 $12K 0.00% $18.36 +35.9%
2182 KYMR KYMERA THERAPEUTICS INC COM Healthcare 101.0 $12K 0.00% +91.0 +910.0% $114.67 +4.5%
2183 AVAV AEROVIRONMENT INC COM Industrials 70.0 $12K 0.00% -14.0 -16.7% $165.07 -2.9%
2184 ALG ALAMO GROUP INC Industrials 70.0 $12K 0.00% +31.0 +79.5% $164.49 -0.1%
2185 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 185.0 $12K 0.00% +159.0 +611.5% $62.22 -31.6%
2186 WABC WESTAMERICA BANCORP Financial Services 196.0 $11K 0.00% $58.67 -0.3%
2187 NTGR NETGEAR! INC. CMN Technology 490.0 $11K 0.00% +57.0 +13.2% $23.35 -10.0%
2188 LEVI LEVI STRAUSS & CO NEW CL A COM STK Consumer Cyclical 460.0 $11K 0.00% +329.0 +251.2% $24.83 -13.4%
2189 LFUS LITTELFUSE INC Technology 25.0 $11K 0.00% $455.32 -9.5%
2190 PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 195.0 $11K 0.00% +2.0 +1.0% $58.04 +13.2%
2191 EFC ELLINGTON FINANCIAL INC COM Real Estate 831.0 $11K 0.00% $13.61 +0.1%
2192 KIDS ORTHOPEDIATRICS CORP COM Healthcare 591.0 $11K 0.00% -582.0 -49.6% $19.13 +34.1%
2193 CORE LABORATORIES NV 967.0 $11K 0.00% -285.0 -22.8% $11.65
2194 GH GUARDANT HEALTH INC COM Healthcare 75.0 $11K 0.00% -22.0 -22.7% $150.03 +13.8%
2195 LMAT LEMAITRE VASCULAR INC COM Healthcare 117.0 $11K 0.00% -49.0 -29.5% $95.96 -14.7%
2196 CVI CVR ENERGY INC Energy 407.0 $11K 0.00% $27.54 +43.5%
2197 ENVX ENOVIX CORPORATION COM Industrials 1,846.0 $11K 0.00% $6.07 -44.3%
2198 HNI HNI CORP COM Industrials 277.0 $11K 0.00% -378.0 -57.7% $40.41 +21.8%
2199 GKOS GLAUKOS CORP COM Healthcare 80.0 $11K 0.00% +1.0 +1.3% $139.76 +32.3%
2200 FRBA FIRST BK WILLIAMSTOWN NEW JERS COM Financial Services 629.0 $11K 0.00% -136.0 -17.8% $17.73 +2.7%
Page 110 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%