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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 60 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 MHO M/I HOMES INC Consumer Cyclical 409.0 $66K 0.01% +234.0 +133.7% $160.79 -5.4%
1182 SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 2,265.0 $66K 0.01% +22.0 +1.0% $29.01 -0.1%
1183 KE KIMBALL ELECTRONICS INC COM Industrials 2,562.0 $66K 0.01% $25.60 -11.1%
1184 AIZ ASSURANT INC Financial Services 243.0 $65K 0.01% -3.0 -1.2% $268.53 +7.2%
1185 LNTH LANTHEUS HLDGS INC COM Healthcare 588.0 $65K 0.01% +146.0 +33.0% $110.94 -9.1%
1186 EAT BRINKER INTL INC Consumer Cyclical 388.0 $65K 0.01% +6.0 +1.6% $168.00 +51.2%
1187 VOX VANGUARD COMMUNICATION SERVICES ETF 354.0 $65K 0.01% $183.95 +1.8%
1188 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 1,449.0 $65K 0.01% -102.0 -6.6% $44.85
1189 PII POLARIS INDS INC Consumer Cyclical 949.0 $65K 0.01% +533.0 +128.1% $68.44 -6.0%
1190 SAIA SAIA INC COM Industrials 154.0 $65K 0.01% +61.0 +65.6% $421.16 -17.0%
1191 TRC TEJON RANCH CO COM Industrials 3,435.0 $64K 0.01% $18.70 -12.9%
1192 PCOR PROCORE TECHNOLOGIES INC COM Technology 1,581.0 $64K 0.01% +529.0 +50.3% $40.62 +52.9%
1193 NFG NATIONAL FUEL GAS CO COM Energy 831.0 $64K 0.01% +371.0 +80.7% $77.21 +6.8%
1194 OSBC OLD SECOND BANCORP INC DEL COM Financial Services 2,751.0 $64K 0.01% $23.32 +9.1%
1195 AVA AVISTA CORP COM Utilities 1,565.0 $64K 0.01% +186.0 +13.5% $40.91 -7.3%
1196 MUR MURPHY OIL CORP COM Energy 1,966.0 $64K 0.01% +246.0 +14.3% $32.56 +10.6%
1197 STOK STOKE THERAPEUTICS INC COM Healthcare 1,951.0 $64K 0.01% +359.0 +22.6% $32.72 -1.2%
1198 HAFC HANMI FINL CORP COM NEW Financial Services 1,970.0 $64K 0.01% $32.40 -3.6%
1199 SNOW SNOWFLAKE INC COM SHS Technology 250.0 $64K 0.01% -88.0 -26.0% $254.50 +26.8%
1200 FSV FIRSTSERVICE CORP NEW COM Real Estate 447.0 $64K 0.01% -1K -70.3% $142.11 +1.3%
Page 60 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%