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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 70 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 OII OCEANEERING INTL INC Energy 1,192.0 $48K 0.00% $40.52 +24.5%
1382 IOT SAMSARA INC COM CL A Technology 1,487.0 $48K 0.00% -760.0 -33.8% $32.43 +24.4%
1383 INFINITY NAT RES INC COM CL A 3,796.0 $48K 0.00% +2K +76.8% $12.70
1384 BDC BELDEN CDT INC Technology 401.0 $48K 0.00% -159.0 -28.4% $119.91 -2.6%
1385 ASC ARDMORE SHIPPING CORP COM Industrials 3,428.0 $48K 0.00% $14.01 +30.3%
1386 PRK PARK NATL CORP Financial Services 262.0 $48K 0.00% +160.0 +156.9% $182.99 +11.2%
1387 IPAR INTER PARFUMS INC Consumer Defensive 428.0 $48K 0.00% +184.0 +75.4% $111.86 +4.4%
1388 WEBULL CORP ORD SHS 7,335.0 $48K 0.00% +3K +79.8% $6.52
1389 JKHY HENRY JACK & ASSOC INC Technology 347.0 $48K 0.00% -2K -81.8% $137.74 +23.8%
1390 U HAUL HOLDING COMPANY COM SER N 827.0 $48K 0.00% +198.0 +31.5% $57.70
1391 LIBERTY CAP CORP SER C GCI GROUP 2,207.0 $48K 0.00% +2K +2965.3% $21.56
1392 ASGN ON ASSIGNMENT INC Technology 2,662.0 $48K 0.00% +1K +103.8% $17.87 +7.8%
1393 SDGR SCHRODINGER INC COM Healthcare 2,927.0 $48K 0.00% -1K -32.2% $16.25 +15.5%
1394 LULU LULULEMON ATHLETICA INC Consumer Cyclical 416.0 $47K 0.00% -620.0 -59.9% $114.18 +7.5%
1395 SUPN SUPERNUS PHARMACEUTICALS COM Healthcare 1,021.0 $47K 0.00% $46.51 -3.0%
1396 BANR BANNER CORPORATION Financial Services 714.0 $47K 0.00% +171.0 +31.5% $66.44 +6.6%
1397 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 360.0 $47K 0.00% $131.61 -5.6%
1398 MMI MARCUS & MILLICHAP INC COM Real Estate 1,512.0 $47K 0.00% -230.0 -13.2% $31.17 +4.0%
1399 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 903.0 $47K 0.00% -18.0 -1.9% $52.15 +7.7%
1400 UTZ UTZ BRANDS INC COM CL A Consumer Defensive 6,086.0 $47K 0.00% +5K +363.5% $7.70 +84.5%
Page 70 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%