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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 135 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 SEDG SOLAREDGE TECHNOLOGIES INC COM Energy 11.0 $643.0 $58.45 -44.2%
2682 TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 16.0 $632.0 $39.50 -1.5%
2683 FLY FIREFLY AEROSPACE INC COM Industrials 21.0 $617.0 $29.38 -13.9%
2684 FLSP FRANKLIN SYSTEMATIC STYLE PREMIA ETF 22.0 $609.0 $27.68 +1.8%
2685 TROX TRONOX LTD ORD REG Basic Materials 96.0 $605.0 -40.0 -29.4% $6.30 -9.1%
2686 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 17.0 $602.0 -153.0 -90.0% $35.41 -11.7%
2687 LEGN LEGEND BIOTECH CORP SPONSORED ADS Healthcare 20.0 $578.0 NEW $28.90 -21.8%
2688 VTOL BRISTOW GROUP INC COM Energy 13.0 $537.0 $41.31 +13.1%
2689 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 40.0 $532.0 -16.0 -28.6% $13.30 +52.2%
2690 CLFD CLEARFIELD INC COM Technology 13.0 $517.0 -128.0 -90.8% $39.77 -29.9%
2691 ZEVRA THERAPEUTICS INC COM NEW 36.0 $516.0 $14.33
2692 USTB VICTORYSHARES SHORT-TERM BOND ETF 10.0 $506.0 $50.60 -0.2%
2693 PAC GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B Industrials 2.0 $506.0 -5.0 -71.4% $253.00 -18.4%
2694 CYH COMMUNITY HEALTH SYSTEMS Healthcare 150.0 $501.0 $3.34 -12.6%
2695 BORR DRILLING LTD SHS 121.0 $500.0 NEW $4.13
2696 LNN LINDSAY CORPORATION Industrials 4.0 $495.0 -266.0 -98.5% $123.75 -7.6%
2697 INTL GAME TECHNOLOGY 45.0 $482.0 $10.71
2698 CRVS CORVUS PHARMACEUTICALS INC COM Healthcare 28.0 $418.0 $14.93 +3.2%
2699 EQBK EQUITY BANCSHARES INC COM CL A Financial Services 8.0 $392.0 $49.00 +1.7%
2700 TLK PERUSAHAAN PERSEROAN (PERSERO) P T TELEKOM Communication Services 29.0 $389.0 NEW $13.41 +9.9%
Page 135 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%