BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 114 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF 370.0 $9K 0.00% $24.51 -2.4%
2262 CTO CTO RLTY GROWTH INC NEW COM Real Estate 421.0 $9K 0.00% $21.51 +1.3%
2263 BCML BAYCOM CORP COM Financial Services 275.0 $9K 0.00% +228.0 +485.1% $32.90 -8.8%
2264 GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD Technology 286.0 $9K 0.00% -8.0 -2.7% $31.60 +57.1%
2265 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 177.0 $9K 0.00% -623.0 -77.9% $50.99 -2.3%
2266 WH WYNDHAM HOTELS & RESORTS INC COM Consumer Cyclical 107.0 $9K 0.00% +8.0 +8.1% $84.21 -11.4%
2267 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 925.0 $9K 0.00% +849.0 +1117.1% $9.68 -6.7%
2268 BMI BADGER METER INC COM Technology 60.0 $9K 0.00% -8.0 -11.8% $148.38 -11.2%
2269 SEG SEAPORT ENTMT GROUP INC COMMON STOCK Real Estate 334.0 $9K 0.00% $26.60 +1.0%
2270 IIPR INNOVATIVE INDL PPTYS INC COM Real Estate 143.0 $9K 0.00% $61.98 -8.5%
2271 WGO WINNEBAGO INDS INC COM Consumer Cyclical 282.0 $9K 0.00% -2K -86.8% $31.24 +1.7%
2272 BSRR SIERRA BANCORP COM Financial Services 216.0 $9K 0.00% $40.76 -2.1%
2273 ACM AECOM TECHNOLOGY CORP Industrials 126.0 $9K 0.00% -638.0 -83.5% $69.80 -7.2%
2274 TTAN SERVICETITAN INC SHS CL A Technology 124.0 $9K 0.00% +115.0 +1277.8% $70.71 +34.2%
2275 SEPN SEPTERNA INC COM Healthcare 261.0 $9K 0.00% $33.49 +19.4%
2276 UMC UNITED MICROELECTRONICS CORP SPON ADR NEW Technology 321.0 $9K 0.00% +3.0 +0.9% $27.21 -32.6%
2277 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 173.0 $9K 0.00% -123.0 -41.5% $50.42 +9.9%
2278 CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 Communication Services 197.0 $9K 0.00% +35.0 +21.6% $44.26 -2.0%
2279 LIFE360 INC COM 157.0 $9K 0.00% -18.0 -10.3% $55.36
2280 LCID LUCID GROUP INC COM NEW Consumer Cyclical 1,286.0 $9K 0.00% +846.0 +192.3% $6.69 -17.6%
Page 114 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%