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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 52 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 FOR FORESTAR GROUP INC COM Real Estate 2,727.0 $86K 0.01% +1K +74.0% $31.65 -7.8%
1022 TSCO TRACTOR SUPPLY CO Consumer Cyclical 2,727.0 $86K 0.01% +2K +303.4% $31.61 +10.7%
1023 SXI STANDEX INTL CORP COM Industrials 240.0 $86K 0.01% $357.67 -13.2%
1024 VST VISTRA CORP COM Utilities 541.0 $86K 0.01% -336.0 -38.3% $158.63 -14.1%
1025 CVLG COVENANT LOGISTICS GROUP INC CL A Industrials 1,938.0 $86K 0.01% $44.18 -20.3%
1026 SPXC SPX TECHNOLOGIES INC COM Industrials 349.0 $86K 0.01% -4.0 -1.1% $245.17 -15.5%
1027 RGLD ROYAL GOLD INC Basic Materials 428.0 $85K 0.01% -181.0 -29.7% $199.61 +29.8%
1028 RPD RAPID7 INC COM Technology 10,469.0 $85K 0.01% +1K +13.4% $8.10 +46.3%
1029 TILE INTERFACE INC COM Consumer Cyclical 2,366.0 $85K 0.01% -122.0 -4.9% $35.84 +8.7%
1030 IVLU ISHARES MSCI INTL VALUE FACTOR ETF 2,021.0 $85K 0.01% +75.0 +3.9% $41.82 +6.3%
1031 ASTS AST SPACEMOBILE INC COM CL A Technology 950.0 $84K 0.01% -106.0 -10.0% $88.86 -22.7%
1032 CVLT COMMVAULT SYS INC COM Technology 595.0 $84K 0.01% +81.0 +15.8% $141.73 -5.6%
1033 CR CRANE COMPANY COMMON STOCK Industrials 378.0 $84K 0.01% +61.0 +19.2% $223.07 -6.6%
1034 SOUNDTHINKING INC COM 9,305.0 $84K 0.01% +2K +31.7% $9.05
1035 PARR PAR PAC HOLDINGS INC COM NEW Energy 1,500.0 $84K 0.01% $56.08 +40.9%
1036 RBLX ROBLOX CORP CL A Technology 1,536.0 $84K 0.01% +328.0 +27.1% $54.38 -29.4%
1037 COKE COCA COLA CONS INC COM Consumer Defensive 437.0 $83K 0.01% +243.0 +125.3% $190.92 -1.0%
1038 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 507.0 $83K 0.01% +30.0 +6.3% $164.27 +0.8%
1039 CGW S&P GLOBAL WATER INDEX ETF 1,266.0 $83K 0.01% $65.73 -1.0%
1040 TENB TENABLE HLDGS INC COM Technology 2,253.0 $83K 0.01% -969.0 -30.1% $36.88 -6.8%
Page 52 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%