BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 56 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 EQ SCHWEITZER-MAUDUIT INTL I 9,762.0 $74K 0.01% +1K +13.5% $7.57
1102 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK Consumer Cyclical 1,806.0 $74K 0.01% +1K +286.7% $40.84 +10.5%
1103 REZI RESIDEO TECHNOLOGIES INC COM Industrials 2,371.0 $74K 0.01% +48.0 +2.1% $31.10 -34.8%
1104 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 1,693.0 $74K 0.01% $43.50 +0.5%
1105 EHC ENCOMPASS HEALTH CORP COM Healthcare 720.0 $73K 0.01% +129.0 +21.8% $101.08 +19.0%
1106 EXP EAGLE MATERIALS INC Basic Materials 323.0 $73K 0.01% -2.0 -0.6% $225.00 -8.0%
1107 LC HAPPEN INC COM NEW Financial Services 3,502.0 $73K 0.01% $20.74 -7.4%
1108 CLW CLEARWATER PAPER CORP Basic Materials 4,627.0 $73K 0.01% +965.0 +26.4% $15.68 +38.7%
1109 APPF APPFOLIO INC COM CL A Technology 452.0 $72K 0.01% +284.0 +169.1% $160.35 +39.9%
1110 ALNT ALLIENT INC COM Technology 703.0 $72K 0.01% $102.93 -6.9%
1111 BRO BROWN & BROWN INC Financial Services 1,126.0 $72K 0.01% +881.0 +359.6% $64.15 +13.7%
1112 ADT ADT CORP Industrials 11,100.0 $72K 0.01% -12K -52.3% $6.50 +13.5%
1113 GATX GATX CORP COM Industrials 407.0 $72K 0.01% +77.0 +23.3% $177.19 -0.1%
1114 SBH SALLY BEAUTY HLDGS INC COM Consumer Cyclical 5,096.0 $72K 0.01% +1K +27.2% $14.14 +17.2%
1115 BR BROADRIDGE FIN SOL Technology 526.0 $72K 0.01% +397.0 +307.8% $136.95 +33.0%
1116 CENTA CENTRAL GARDEN & PET A Consumer Defensive 1,855.0 $72K 0.01% +910.0 +96.3% $38.77 -0.9%
1117 PAGS PAGSEGURO DIGITAL LTD COM CL A Technology 7,940.0 $72K 0.01% +480.0 +6.4% $9.05 -4.8%
1118 FDBC FIDELITY D & D BANCORP INC COM Financial Services 1,396.0 $72K 0.01% $51.42 +4.3%
1119 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 164.0 $72K 0.01% -28.0 -14.6% $437.64 -12.3%
1120 WDGF WISDOMTREE GLOBAL DEFENSE FUND 2,351.0 $72K 0.01% NEW $30.51 +8.1%
Page 56 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%