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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 59 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 OLP ONE LIBERTY PPTYS INC COM Real Estate 2,760.0 $67K 0.01% -24.0 -0.9% $24.42 +0.0%
1162 WTRG ESSENTIAL UTILS INC COM Utilities 1,756.0 $67K 0.01% +769.0 +77.9% $38.31 +7.6%
1163 TYL TYLER TECHNOLOGIES INC COM Technology 230.0 $67K 0.01% -22.0 -8.7% $292.46 +21.8%
1164 AJG GALLAGHER ARTHUR J &CO Financial Services 293.0 $67K 0.01% -102.0 -25.8% $229.57 +17.4%
1165 CTSH COGNIZANT TECH SOLUTIONS CORP Technology 1,725.0 $67K 0.01% -2K -52.6% $38.73 +60.1%
1166 CAVA CAVA GROUP INC COM Consumer Cyclical 850.0 $67K 0.01% +28.0 +3.4% $78.48 -7.2%
1167 QNST QUINSTREET INC COM USD0.001 Communication Services 4,552.0 $67K 0.01% -1K -24.1% $14.65 +39.8%
1168 BBRE JPMORGAN BETABUILDERS MSCI US REIT ETF 621.0 $67K 0.01% $107.27 +1.6%
1169 VECO VEECO INSTRS INC Technology 878.0 $67K 0.01% -145.0 -14.2% $75.80 -37.9%
1170 REXR REXFORD INDL RLTY INC COM Real Estate 1,986.0 $67K 0.01% +1K +143.7% $33.50 +12.1%
1171 PINNACLE FINL PARTNERS 657.0 $66K 0.01% -26.0 -3.8% $100.88
1172 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 1,800.0 $66K 0.01% +1K +148.3% $36.79 +13.3%
1173 DXC DXC TECHNOLOGY CO COM Technology 7,474.0 $66K 0.01% +2K +47.4% $8.85 +21.5%
1174 PBI PITNEY BOWES INC COM Industrials 3,771.0 $66K 0.01% $17.52 -5.8%
1175 HCC WARRIOR MET COAL INC COM Energy 814.0 $66K 0.01% +11.0 +1.4% $81.16 +31.7%
1176 CARG CARGURUS INC COM CL A Consumer Cyclical 1,934.0 $66K 0.01% -2K -48.5% $34.09 +9.0%
1177 VLYPN VALLEY NATL BANCORP COM 4,497.0 $66K 0.01% $14.65
1178 OMDA OMADA HEALTH INC COM Healthcare 2,998.0 $66K 0.01% +2K +319.3% $21.95 +10.3%
1179 OEC ORION S.A. COM Basic Materials 9,925.0 $66K 0.01% +2K +26.4% $6.63 -9.0%
1180 RIG TRANSOCEAN Energy 13,451.0 $66K 0.01% +921.0 +7.3% $4.89 +18.0%
Page 59 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%