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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 55 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CRK COMSTOCK RES INC Energy 5,127.0 $76K 0.01% +5K +923.4% $14.92 -4.7%
1082 SCHX SCHWAB U.S. LARGE-CAP ETF 2,593.0 $76K 0.01% +1K +102.6% $29.43 +2.6%
1083 AVNT POLYONE CORP Basic Materials 2,057.0 $76K 0.01% +221.0 +12.0% $36.96 +20.8%
1084 ALKS ALKERMES INC Healthcare 1,445.0 $76K 0.01% +366.0 +33.9% $52.40 -7.8%
1085 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 2,562.0 $76K 0.01% +560.0 +28.0% $29.54 -2.9%
1086 QTWO Q2 HLDGS INC COM Technology 1,570.0 $76K 0.01% +489.0 +45.2% $48.10 +32.9%
1087 ABG ASBURY AUTOMOTIVE GROUP INC COM Consumer Cyclical 375.0 $75K 0.01% +264.0 +237.8% $201.08 +6.8%
1088 VLTO VERALTO CORP COM SHS Industrials 848.0 $75K 0.01% -12.0 -1.4% $88.68 +11.4%
1089 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 468.0 $75K 0.01% -183.0 -28.1% $160.42 +11.3%
1090 ALGN ALIGN TECHNOLOGY INC Healthcare 445.0 $75K 0.01% -69.0 -13.4% $168.66 -3.6%
1091 XYL XYLEM INC Industrials 634.0 $75K 0.01% -1K -67.9% $118.21 -4.1%
1092 IDA IDACORP INC COM Utilities 493.0 $75K 0.01% $151.30 -9.3%
1093 JBSS SANFILIPPO JOHN B & SON INC COM Consumer Defensive 867.0 $75K 0.01% +86.0 +11.0% $85.99 -14.3%
1094 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 840.0 $74K 0.01% $88.60 -36.6%
1095 QLYS QUALYS INC COM Technology 541.0 $74K 0.01% +266.0 +96.7% $137.49 +32.4%
1096 RBRK RUBRIK INC. CL A Technology 926.0 $74K 0.01% +327.0 +54.6% $80.28 +24.7%
1097 AGIO AGIOS PHARMACEUTICALS INC COM Healthcare 2,001.0 $74K 0.01% +2K +378.7% $37.11 -10.8%
1098 WEAV WEAVE COMMUNICATIONS INC COM Technology 12,388.0 $74K 0.01% +9K +268.8% $5.99 +21.7%
1099 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 472.0 $74K 0.01% -381.0 -44.7% $156.96 -8.4%
1100 MSTR MICROSTRATEGY INC A NEW Technology 851.0 $74K 0.01% -58.0 -6.4% $86.93 +37.2%
Page 55 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%