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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 137 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 SNAP SNAP INC CL A Communication Services 55.0 $244.0 $4.44 +18.0%
2722 CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD Utilities 116.0 $244.0 NEW $2.10 -8.2%
2723 TRIP TRIPADVISOR INC Consumer Cyclical 17.0 $233.0 $13.71 -24.1%
2724 REPOSITRAK INC COM NEW 25.0 $225.0 $9.00
2725 FSBW FS BANCORP INC COM Financial Services 5.0 $217.0 $43.40 -1.3%
2726 ARMOUR RESIDENTIAL REIT INC COM SHS 12.0 $209.0 -42.0 -77.8% $17.42
2727 BSY BENTLEY SYS INC COM CL B Technology 7.0 $209.0 -141.0 -95.3% $29.86 +20.3%
2728 KLC KINDERCARE LEARNING COMPANIES COM Consumer Defensive 47.0 $200.0 NEW $4.26 -31.6%
2729 SFIX STITCH FIX INC COM CL A Consumer Cyclical 48.0 $197.0 $4.10 -18.1%
2730 BKSY BLACKSKY TECHNOLOGY INC CL A NEW Technology 7.0 $195.0 $27.86 +0.2%
2731 TARS TARSUS PHARMACEUTICALS INC COM Healthcare 3.0 $189.0 $63.00 +16.6%
2732 CVRX CVRX INC COM Healthcare 35.0 $180.0 -3K -98.9% $5.14 -45.2%
2733 CHMI CHERRY HILL MTG INVT CORP COM Real Estate 66.0 $153.0 $2.32 +26.0%
2734 WEN WENDYS CO COM Consumer Cyclical 16.0 $133.0 -2K -99.1% $8.31 +7.4%
2735 OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR Industrials 1.0 $113.0 -13.0 -92.9% $113.00 -9.7%
2736 MAGN MAGNERA CORP COM SHS Industrials 7.0 $82.0 $11.71 +2.7%
2737 MEI METHODE ELECTRONICS INC Technology 4.0 $76.0 $19.00 -25.2%
2738 ORC ORCHID IS CAP INC COM NEW Real Estate 10.0 $70.0 -370.0 -97.4% $7.00 -3.1%
2739 OCCIDENTAL PETE CORP WT EXP 080327 2.0 $53.0 $26.50
2740 JYNT JOINT CORP COM Healthcare 5.0 $44.0 $8.80 -6.5%
Page 137 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%