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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 42 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS Consumer Defensive 5,022.0 $123K 0.01% $24.44 -5.4%
822 WRB BERKLEY W R CORP COM Financial Services 1,739.0 $123K 0.01% -20.0 -1.1% $70.53 -2.7%
823 NXRT NEXPOINT RESIDENTIAL TR INC COM Real Estate 4,389.0 $123K 0.01% +3K +214.2% $27.92 -12.2%
824 SKT TANGER FACTORY OUTLET CTRS INC Real Estate 3,100.0 $122K 0.01% -25.0 -0.8% $39.47 -3.2%
825 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 1,265.0 $122K 0.01% -259.0 -17.0% $96.44 -1.8%
826 GRNT GRANITE RIDGE RESOURCES INC COM Energy 27,475.0 $121K 0.01% +24K +794.7% $4.41 +15.9%
827 DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF 3,546.0 $121K 0.01% $34.12 +4.7%
828 DOC HEALTH CARE PPTY INVS INC Real Estate 5,633.0 $121K 0.01% +1K +24.3% $21.40 +0.0%
829 MLN VANECK LONG MUNI ETF 6,779.0 $121K 0.01% $17.78 -2.6%
830 FCPT FOUR CORNERS PPTY TR INC COM Real Estate 4,902.0 $120K 0.01% -150.0 -3.0% $24.55 +2.8%
831 FIS FIDELITY NATL INFO SVCS Technology 3,086.0 $120K 0.01% +1K +63.0% $38.88 +6.3%
832 SRE SEMPRA ENERGY Utilities 1,294.0 $120K 0.01% +13.0 +1.0% $92.71 -10.6%
833 HSTM HEALTHSTREAM INC COM Healthcare 4,401.0 $120K 0.01% +4K +462.8% $27.25 +5.9%
834 AR ANTERO RESOURCES CORP COM Energy 3,396.0 $119K 0.01% -156.0 -4.4% $35.14 +8.0%
835 MLM MARTIN MARIETTA MATLS INC Basic Materials 206.0 $119K 0.01% +59.0 +40.1% $576.70 -7.2%
836 VCEL VERICEL CORP COM Healthcare 2,667.0 $119K 0.01% +2K +651.3% $44.49 -4.1%
837 CMCSA COMCAST CORP NEW CL A Communication Services 4,822.0 $118K 0.01% -28K -85.3% $24.55 +9.4%
838 NU NU HLDGS LTD ORD SHS CL A Financial Services 8,835.0 $118K 0.01% +2K +33.7% $13.36 +9.1%
839 ECVT ECOVYST INC COM Basic Materials 9,469.0 $118K 0.01% $12.45 -16.1%
840 BKU BANKUNITED INC COM ISIN #US06652K1034 Financial Services 2,430.0 $118K 0.01% $48.45 -4.4%
Page 42 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%