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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 66 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 INSW INTERNATIONAL SEAWAYS INC COM Energy 703.0 $54K 0.01% $76.59 +30.5%
1302 XMTR XOMETRY INC CLASS A COM Industrials 558.0 $54K 0.01% -26.0 -4.5% $96.44 -12.3%
1303 ADAMM ADAMAS TRUST INC. COM 5,723.0 $54K 0.01% $9.38
1304 CORPAY INC COM SHS 161.0 $54K 0.01% -1.0 -0.6% $333.27
1305 FULT FULTON FINL CORP PA COM Financial Services 2,217.0 $54K 0.01% $24.19 -2.5%
1306 IVT INVENTRUST PPTYS CORP COM NEW Real Estate 1,513.0 $54K 0.01% $35.40 -7.3%
1307 NOV NATIONAL OILWELL VARCO INC Energy 2,885.0 $54K 0.01% +465.0 +19.2% $18.55 +6.5%
1308 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 180.0 $53K 0.01% -581.0 -76.3% $296.04 +17.9%
1309 LIBERTY GLOBAL PLC CL C 4,834.0 $53K 0.01% +2K +90.2% $11.00
1310 CNXC CONCENTRIX CORP COM Technology 2,367.0 $53K 0.01% -5K -67.6% $22.41 +16.2%
1311 HOMB HOME BANCSHARES INC Financial Services 1,857.0 $53K 0.01% +1K +153.3% $28.55 +5.3%
1312 LPLA LPL FINL HLDGS INC COM Financial Services 188.0 $53K 0.01% +83.0 +79.0% $281.68 +29.3%
1313 HGV HILTON GRAND VACATIONS INC COM Consumer Cyclical 1,009.0 $53K 0.01% -20.0 -1.9% $52.37 -13.4%
1314 FICO FAIR ISAAC CORP COM Technology 44.0 $53K 0.01% +24.0 +120.0% $1194.77 -2.4%
1315 EXPO EXPONENT INC Industrials 894.0 $53K 0.01% -332.0 -27.1% $58.76 +20.5%
1316 CNA CNA FINL CORP COM Financial Services 1,080.0 $52K 0.01% -598.0 -35.6% $48.61 +2.1%
1317 OFLX OMEGA FLEX INC COM Industrials 1,670.0 $52K 0.01% +2K +912.1% $31.39 -13.2%
1318 AZZ AZZ INC COM Industrials 338.0 $52K 0.01% $155.05 -9.2%
1319 LLYVA LIBERTY LIVE HOLDINGS INC COM SER A 517.0 $52K 0.01% -209.0 -28.8% $101.26
1320 OSG OCTAVE SPECIALTY GROUP INC COM NEW Financial Services 8,360.0 $52K 0.01% NEW $6.24 -27.4%
Page 66 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%