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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 53 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 1,186.0 $83K 0.01% +1K +940.4% $69.98 -6.1%
1042 LGND LIGAND PHARMACEUTICALS INC Healthcare 261.0 $82K 0.01% $316.09 -9.4%
1043 MYE MYERS INDS INC COM Consumer Cyclical 2,334.0 $82K 0.01% $35.31 -5.0%
1044 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 2,418.0 $82K 0.01% -1K -33.1% $34.00 +8.5%
1045 PBA PEMBINA PIPELINE CORP COM Energy 1,769.0 $82K 0.01% +78.0 +4.6% $46.25 +5.4%
1046 VSTS VESTIS CORPORATION COM SHS Industrials 5,605.0 $81K 0.01% $14.52 -12.6%
1047 LSCC LATTICE SEMICONDUCTOR COM Technology 531.0 $81K 0.01% +185.0 +53.5% $152.96 -23.1%
1048 SSD SIMPSON MANUFACTURING CO INC Industrials 387.0 $81K 0.01% +114.0 +41.8% $209.35 -9.8%
1049 ENTG ENTEGRIS INC COM Technology 449.0 $81K 0.01% +10.0 +2.3% $179.86 -20.1%
1050 PVH PVH CORPORATION COM Consumer Cyclical 1,086.0 $81K 0.01% +581.0 +115.0% $74.26 +5.7%
1051 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 810.0 $80K 0.01% -37.0 -4.4% $99.29 -7.7%
1052 ELVN ENLIVEN THERAPEUTICS INC COM Healthcare 1,581.0 $80K 0.01% $50.75 +17.9%
1053 VXUS VANGUARD TOTAL INTL STOCK IDEX ETF 938.0 $80K 0.01% -5K -84.5% $85.49 +2.6%
1054 TOST TOAST INC CL A Technology 2,880.0 $80K 0.01% -686.0 -19.2% $27.82 +31.7%
1055 PKG PACKAGING CORP AMER COM Consumer Cyclical 336.0 $80K 0.01% -90.0 -21.1% $238.28 +6.1%
1056 GRBK GREEN BRICK PARTNERS INC COM Consumer Cyclical 995.0 $80K 0.01% +537.0 +117.2% $80.04 -10.1%
1057 KRYS KRYSTAL BIOTECH INC COM Healthcare 214.0 $80K 0.01% +140.0 +189.2% $371.67 -6.8%
1058 IONQ IONQ INC COM Technology 1,491.0 $79K 0.01% +309.0 +26.1% $53.26 -15.8%
1059 HRB BLOCK H & R INC COM Consumer Cyclical 2,083.0 $79K 0.01% -438.0 -17.4% $38.08 +41.0%
1060 H HYATT HOTELS CORPORATION Consumer Cyclical 409.0 $79K 0.01% -4.0 -1.0% $193.84 -6.8%
Page 53 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%