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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 131 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 PRDO CAREER EDUCATION CRP Consumer Defensive 45.0 $1K $32.00 +1.4%
2602 PATK PATRICK INDS INC COM Consumer Cyclical 16.0 $1K -363.0 -95.8% $89.75 -5.2%
2603 INFY INFOSYS TECHNOLOGIES LTD SPONS ADR REPSTG 1/2 EQUITY SH Technology 135.0 $1K NEW $10.49 +14.0%
2604 BKD BROOKDALE SR LIVING INC COM Healthcare 88.0 $1K $16.09 -24.3%
2605 REET ISHARES GLOBAL REIT ETF 51.0 $1K $27.63 +1.8%
2606 HCI HOMEOWNERS CHOICE INC COM Financial Services 8.0 $1K $175.25 +4.1%
2607 ALV AUTOLIV INC Consumer Cyclical 12.0 $1K $116.17 +4.1%
2608 BZ KANZHUN LIMITED SPONSORED ADS Industrials 108.0 $1K NEW $12.87 +22.4%
2609 CG CARLYLE GROUP INC COM Financial Services 33.0 $1K -18.0 -35.3% $42.12 +15.4%
2610 KALU KAISER ALUMINUM CORP NEW Basic Materials 7.0 $1K $195.57 -23.4%
2611 GRUPO CIBEST SA SPON ADS 17.0 $1K +7.0 +70.0% $79.41
2612 JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS Consumer Cyclical 191.0 $1K -191.0 -50.0% $7.05 -8.2%
2613 UAMY UNITED STATES ANTIMONY CORP COM Basic Materials 183.0 $1K NEW $7.26 -28.0%
2614 HTH HILLTOP HOLDINGS INC Financial Services 34.0 $1K $38.79 -0.4%
2615 OSUR ORASURE TECHNOLOGIES INC Healthcare 292.0 $1K $4.46 -16.3%
2616 ATRC ATRICURE INC COM Healthcare 46.0 $1K -139.0 -75.1% $27.98 +70.2%
2617 NTES NETEASE.COM INC SPONSORED ADR Technology 10.0 $1K -9.0 -47.4% $128.10 -5.4%
2618 BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR Basic Materials 43.0 $1K +32.0 +290.9% $29.28 +17.4%
2619 DSGN DESIGN THERAPEUTICS INC COM Healthcare 86.0 $1K NEW $14.47 +7.6%
2620 TBI TRUEBLUE INC COM Industrials 178.0 $1K -1K -87.4% $6.97 +54.6%
Page 131 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 34.9%
Financial Services 17.3%
Industrials 10.3%
Healthcare 8.4%
Consumer Cyclical 8.3%
Communication Services 5.4%
Energy 3.8%
Consumer Defensive 3.7%
Real Estate 2.8%
Utilities 2.6%