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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 44 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 PDFS PDF SOLUTIONS INC COM Technology 1,610.0 $114K 0.01% -30.0 -1.8% $70.79 -35.5%
862 DIGIMARC CORP 13,848.0 $114K 0.01% NEW $8.22
863 APA APA CORPORATION COM Energy 3,491.0 $114K 0.01% +281.0 +8.8% $32.57 +33.2%
864 KKR KKR & CO LP 1,237.0 $114K 0.01% +642.0 +107.9% $91.78
865 HUBG HUB GROUP INC-CL A Industrials 2,588.0 $113K 0.01% +248.0 +10.6% $43.79 -7.0%
866 MTH MERITAGE HOMES CORP Consumer Cyclical 1,351.0 $113K 0.01% +519.0 +62.4% $83.85 -14.5%
867 AEHR AEHR TEST SYS COM Technology 1,179.0 $113K 0.01% -197.0 -14.3% $96.06 +5.9%
868 RRX REGAL REXNORD CORPORATION COM Industrials 475.0 $113K 0.01% +29.0 +6.5% $238.19 -30.2%
869 EPAM EPAM SYS INC COM Technology 1,424.0 $113K 0.01% +915.0 +179.8% $79.35 +39.1%
870 ONB OLD NATL BANCORP IND Financial Services 4,351.0 $113K 0.01% +108.0 +2.5% $25.90 -0.3%
871 M MACYS INC COM Consumer Cyclical 4,783.0 $113K 0.01% +483.0 +11.2% $23.55 -3.1%
872 AVNS AVANOS MED INC COM Healthcare 4,526.0 $113K 0.01% $24.88 +0.4%
873 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 1,382.0 $112K 0.01% -38.0 -2.7% $81.16 -10.5%
874 CBZ CBIZ INC COM Industrials 3,495.0 $112K 0.01% +473.0 +15.7% $32.08 +70.4%
875 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 910.0 $112K 0.01% -549.0 -37.6% $123.11 +31.0%
876 PCG PG&E CORP COM Utilities 6,636.0 $112K 0.01% +1K +19.6% $16.82 +4.6%
877 ASB ASSOCIATED BANK CORP Financial Services 3,612.0 $111K 0.01% $30.77 +0.2%
878 VGT VANGUARD INFORMATION TECHNOLOGY ETF 925.0 $111K 0.01% +864.0 +1416.4% $119.54 -0.9%
879 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 519.0 $110K 0.01% +19.0 +3.8% $212.77 +4.2%
880 CRI CARTER INC Consumer Cyclical 2,662.0 $110K 0.01% $41.16 -13.1%
Page 44 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%