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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 69 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 LPX LOUISIANA PACIFIC Basic Materials 630.0 $50K 0.00% +135.0 +27.3% $78.66 -7.7%
1362 SM SM ENERGY COMPANY COM Energy 1,897.0 $50K 0.00% +2K +415.5% $26.10 +39.7%
1363 SNEX STONEX GROUP INC COM Financial Services 417.0 $49K 0.00% +72.0 +20.9% $118.50 -42.8%
1364 PRIM PRIMORIS SVCS CORP COM Industrials 498.0 $49K 0.00% +16.0 +3.3% $99.12 -24.2%
1365 GEO GEO GROUP INC Industrials 1,670.0 $49K 0.00% $29.55 +8.9%
1366 RLI RLI CORP COM Financial Services 835.0 $49K 0.00% +185.0 +28.5% $59.07 +12.8%
1367 TRS TRIMAS CORP COM NEW Consumer Cyclical 1,095.0 $49K 0.00% $45.03 -12.1%
1368 MRCY MERCURY COMPUTER SYSTEMS Industrials 403.0 $49K 0.00% -29.0 -6.7% $122.33 -26.8%
1369 GRFS GRIFOLS S A SP ADR REP B NVT Healthcare 6,958.0 $49K 0.00% +2K +36.0% $7.08 +12.9%
1370 WSO WATSCO INC Industrials 118.0 $49K 0.00% +88.0 +293.3% $416.73 -25.4%
1371 CNM CORE & MAIN INC CL A Industrials 1,018.0 $49K 0.00% -485.0 -32.3% $48.25 -8.0%
1372 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 1,921.0 $49K 0.00% +272.0 +16.5% $25.53 +8.0%
1373 ACHR ARCHER AVIATION INC COM CL A Industrials 10,356.0 $49K 0.00% -151.0 -1.4% $4.73 +28.3%
1374 OVV ENCANA CORPORATION Energy 929.0 $49K 0.00% +643.0 +224.8% $52.65 +25.2%
1375 FFBC FIRST FINANCIAL BANCORP INC OHIO Financial Services 1,443.0 $49K 0.00% $33.83 -2.6%
1376 RPC RIDGEPOST CAP INC CL A COM Financial Services 6,202.0 $49K 0.00% -130.0 -2.0% $7.87 +13.0%
1377 ESNT ESSENT GROUP LTD COM Financial Services 757.0 $49K 0.00% +672.0 +790.6% $64.28 +6.5%
1378 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 1,017.0 $49K 0.00% +123.0 +13.8% $47.81 -8.6%
1379 VOYA VOYA FINANCIAL INC COM Financial Services 537.0 $49K 0.00% +37.0 +7.4% $90.53 +9.5%
1380 AIN ALBANY INTL CORP NEWCL A Consumer Cyclical 650.0 $48K 0.00% +24.0 +3.8% $74.50 -21.7%
Page 69 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%