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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 117 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 THO THOR INDS INC COM Consumer Cyclical 102.0 $8K 0.00% -147.0 -59.0% $75.16 +5.8%
2322 SD SANDRIDGE ENERGY INC COM NEW Energy 559.0 $8K 0.00% $13.70 +4.8%
2323 YIELDMAX MSTR OPTION INCOME STRATEGY ETF 625.0 $8K 0.00% +5.0 +0.8% $12.23
2324 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 769.0 $8K 0.00% -11.0 -1.4% $9.86 +5.0%
2325 APPN APPIAN CORP CL A Technology 331.0 $8K 0.00% +9.0 +2.8% $22.90 +67.2%
2326 KB KB FINL GROUP INC SPONSORED ADR Financial Services 72.0 $8K 0.00% +47.0 +188.0% $104.96 +12.4%
2327 CZR CAESARS ENTERTAINMENT INC NEW COM Consumer Cyclical 250.0 $8K 0.00% +43.0 +20.8% $30.18 -1.4%
2328 OIS OIL STATES INTERNATIONAL Energy 937.0 $8K 0.00% $8.01 +8.0%
2329 BLMN BLOOMIN BRANDS INC COM Consumer Cyclical 820.0 $7K 0.00% -496.0 -37.7% $9.14 +27.2%
2330 ENSG ENSIGN GROUP INC Healthcare 46.0 $7K 0.00% -11.0 -19.3% $160.30 +12.0%
2331 TRTX TPG RE FIN TR INC COM Real Estate 878.0 $7K 0.00% $8.37 -5.7%
2332 SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD Financial Services 116.0 $7K 0.00% +57.0 +96.6% $63.25 +18.0%
2333 PURSUIT ATTRACTIONS AND HOSPIT COM 131.0 $7K 0.00% $55.97
2334 CYTK CYTOKINETICS INC COM NEW Healthcare 86.0 $7K 0.00% -42.0 -32.8% $85.19 -9.8%
2335 HCSG HEALTHCARE SERVICES GROUP INC Healthcare 297.0 $7K 0.00% +50.0 +20.2% $24.56 -7.3%
2336 POWI POWER INTEGRATIONS INC Technology 87.0 $7K 0.00% -57.0 -39.6% $83.76 -34.1%
2337 AURA AURA BIOSCIENCES INC COM Healthcare 1,023.0 $7K 0.00% -438.0 -30.0% $7.10 +9.9%
2338 IYE ISHARES U.S. ENERGY ETF 128.0 $7K 0.00% +1.0 +0.8% $56.60 +19.0%
2339 MLPA GLOBAL X MLP ETF 136.0 $7K 0.00% $53.08 +6.2%
2340 OI OWENS-ILLINOIS, INC. Consumer Cyclical 749.0 $7K 0.00% +564.0 +304.9% $9.63 -25.5%
Page 117 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%