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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 132 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 EOLS EVOLUS INC COM Healthcare 177.0 $1K NEW $6.94 +20.4%
2622 CWCO CONSOLIDATED WATER CO INC ORD Utilities 41.0 $1K -32.0 -43.8% $29.51 -0.1%
2623 SHLS SHOALS TECHNOLOGIES GROUP INC CL A Energy 120.0 $1K $9.90 -25.5%
2624 ZYMEWORKS INC COM 45.0 $1K $26.13
2625 BETA BETA TECHNOLOGIES INC COM SHS CL A Industrials 70.0 $1K NEW $16.76 +52.1%
2626 BBAI BIGBEAR AI HLDGS INC COM Technology 315.0 $1K +127.0 +67.5% $3.67 -15.9%
2627 AVAH AVEANNA HEALTHCARE HLDGS INC COM Healthcare 133.0 $1K NEW $8.57 +51.3%
2628 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 19.0 $1K +6.0 +46.1% $59.37 -7.9%
2629 RAPP RAPPORT THERAPEUTICS INC COM Healthcare 27.0 $1K $41.67 +14.8%
2630 CMDB COSTAMARE BULKERS HLDGS LTD COM SHS Industrials 64.0 $1K $17.56 +12.9%
2631 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 42.0 $1K $26.52 -1.3%
2632 VTS VITESSE ENERGY INC COMMON STOCK Energy 70.0 $1K -951.0 -93.1% $15.77 +8.8%
2633 SGHC SUPER GROUP SGHC LIMITED ORD SHS Consumer Cyclical 81.0 $1K $13.56 -2.5%
2634 HBCP HOMEBANCORP INC COM Financial Services 16.0 $1K $68.50 +1.4%
2635 CRWV COREWEAVE INC COM CL A Technology 11.0 $1K NEW $99.55 -9.8%
2636 CRCT CRICUT INC COM CL A Technology 246.0 $1K NEW $4.39 +23.0%
2637 SOLID BIOSCIENCES INC COM NEW 107.0 $1K NEW $9.99
2638 ROOT INC CL A NEW 19.0 $1K $55.89
2639 PRCH PORCH GROUP INC COM Technology 70.0 $1K $15.04 +13.5%
2640 XPOF XPONENTIAL FITNESS INC COM CL A Consumer Cyclical 149.0 $1K NEW $6.92 -26.9%
Page 132 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%