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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 64 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 CART MAPLEBEAR INC COM Consumer Cyclical 1,215.0 $58K 0.01% +591.0 +94.7% $47.35 +9.4%
1262 DOLE DOLE PLC ORD SHS Consumer Defensive 4,191.0 $58K 0.01% +450.0 +12.0% $13.72 -1.9%
1263 OFG OFG BANCORP COM Financial Services 1,168.0 $57K 0.01% $49.07 +6.7%
1264 TDG TRANSDIGM GROUP INC COM DELAWARE Industrials 43.0 $57K 0.01% -32.0 -42.7% $1332.05 -10.0%
1265 APAM ARTISAN PARTNERS ASSET MGMT I CL A Financial Services 1,658.0 $57K 0.01% +560.0 +51.0% $34.53 +24.5%
1266 TGTX TG THERAPEUTICS INC COM Healthcare 1,041.0 $57K 0.01% $54.94 +1.9%
1267 GTLB GITLAB INC CLASS A COM Technology 1,867.0 $57K 0.01% +1K +300.6% $30.53 +37.7%
1268 VICR VICOR CORP Technology 150.0 $57K 0.01% $379.78 -50.0%
1269 GHM GRAHAM CORP COM Industrials 460.0 $57K 0.01% +10.0 +2.2% $123.79 -21.5%
1270 PLUS EPLUS INC Technology 682.0 $57K 0.01% -6.0 -0.9% $83.23 +3.6%
1271 CRVL CORVEL CORP Financial Services 907.0 $57K 0.01% +339.0 +59.7% $62.52 +13.9%
1272 DKS DICKS SPORTING GOODS INC Consumer Cyclical 248.0 $56K 0.01% +10.0 +4.2% $226.81 -20.9%
1273 ROP ROPER INDUSTRIES INC Industrials 166.0 $56K 0.01% -142.0 -46.1% $338.39 +22.8%
1274 HUBS HUBSPOT INC COM Technology 307.0 $56K 0.01% -413.0 -57.4% $182.51 +33.8%
1275 WCN WASTE CONNECTIONS INC Industrials 336.0 $56K 0.01% +16.0 +5.0% $166.65 +1.4%
1276 AIP ARTERIS INC COM Technology 1,150.0 $56K 0.01% +290.0 +33.7% $48.59 -53.5%
1277 NPO ENPRO INDS INC Industrials 148.0 $56K 0.01% $376.93 -19.2%
1278 AES AES CORP Utilities 3,782.0 $55K 0.01% -693.0 -15.5% $14.66 +0.6%
1279 XNCR XENCOR INC COM Healthcare 3,440.0 $55K 0.01% -216.0 -5.9% $16.10 +80.1%
1280 LAND GLADSTONE LD CORP COM Real Estate 6,484.0 $55K 0.01% -3K -32.0% $8.53 +3.5%
Page 64 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%