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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 54 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 KBH KB HOME COM Consumer Cyclical 1,266.0 $79K 0.01% -144.0 -10.2% $62.59 -11.5%
1062 AGX ARGAN INC COM Industrials 99.0 $79K 0.01% -14.0 -12.4% $798.55 -37.2%
1063 FE FIRSTENERGY CORP Utilities 1,661.0 $79K 0.01% +107.0 +6.9% $47.54 -3.3%
1064 DRH DIAMONDROCK HOSPITALITY Real Estate 6,471.0 $79K 0.01% $12.18 +5.3%
1065 NNI NELNET INC Financial Services 591.0 $79K 0.01% +349.0 +144.2% $133.33 -4.7%
1066 KLIC KULICKE & SOFFA INDS INC COM Technology 587.0 $79K 0.01% -73.0 -11.1% $133.76 -35.9%
1067 BERKSHIRE HILLS BANCORP INC 2,572.0 $78K 0.01% +60.0 +2.4% $30.45
1068 VUG VANGUARD GROWTH ETF 906.0 $78K 0.01% +670.0 +283.9% $86.14 +1.6%
1069 NAK NORTHERN DYNASTY MINERALS LTD COM Basic Materials 40,606.0 $78K 0.01% $1.92 -9.4%
1070 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 980.0 $78K 0.01% -12.0 -1.2% $79.54 +42.5%
1071 KNTK KINETIK HOLDINGS INC COM NEW CL A Energy 1,612.0 $78K 0.01% -324.0 -16.7% $48.34 +12.7%
1072 IESC IES HOLDINGS INC COM Industrials 106.0 $78K 0.01% +1.0 +0.9% $734.66 -6.8%
1073 MOH MOLINA HEALTHCARE INC Healthcare 340.0 $78K 0.01% +263.0 +341.6% $228.70 -12.4%
1074 VEEV VEEVA SYS INC CL A COM Healthcare 438.0 $78K 0.01% -671.0 -60.5% $177.47 +39.7%
1075 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 8,243.0 $77K 0.01% +2K +24.4% $9.39 +20.0%
1076 SEADRILL LTD COM 2,044.0 $77K 0.01% +128.0 +6.7% $37.82
1077 FLR FLUOR CORP Industrials 1,466.0 $77K 0.01% +113.0 +8.3% $52.39 +0.1%
1078 FISV FISERV INC Technology 1,563.0 $77K 0.01% -867.0 -35.7% $49.05 +7.2%
1079 ROG ROGERS CORP COM Technology 468.0 $77K 0.01% -60.0 -11.4% $163.73 -22.7%
1080 OOMA OOMA INC COM Communication Services 3,985.0 $77K 0.01% $19.22 +14.6%
Page 54 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%