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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 74 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 BMRC BANK OF MARIN BANCORP COM Financial Services 1,567.0 $43K 0.00% $27.70 -2.1%
1462 JPMORGAN ULTRA-SHORT INCOME ETF 858.0 $43K 0.00% $50.57
1463 WHD CACTUS INC CL A Energy 846.0 $43K 0.00% $51.23 +32.8%
1464 ORRF ORRSTOWN FINL SVCS INC COM Financial Services 1,061.0 $43K 0.00% +223.0 +26.6% $40.83 +3.0%
1465 MZTI MARZETTI COMPANY COM Consumer Defensive 378.0 $43K 0.00% +309.0 +447.8% $114.16 +1.4%
1466 METALLUS INC COM 2,308.0 $43K 0.00% +39.0 +1.7% $18.69
1467 DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 379.0 $43K 0.00% NEW $113.80 +5.1%
1468 ZD J2 GLOBAL INC Communication Services 823.0 $43K 0.00% +121.0 +17.2% $52.37 +6.4%
1469 NSSC NAPCO SEC TECHNOLOGIES INC COM Industrials 1,131.0 $43K 0.00% -14.0 -1.2% $37.98 -1.0%
1470 GEF GREIF INC CL A Consumer Cyclical 576.0 $43K 0.00% +101.0 +21.3% $74.49 +15.4%
1471 INSP INSPIRE MED SYS INC COM Healthcare 958.0 $43K 0.00% +758.0 +379.0% $44.61 +37.8%
1472 DCOM DIME COML BANCSHARES INC COM Financial Services 1,051.0 $43K 0.00% $40.65 -0.6%
1473 LOB LIVE OAK BANCSHARES INC COM Financial Services 1,046.0 $43K 0.00% $40.84 -1.3%
1474 FBIZ FIRST BUSINESS FINL SVCS INC W COM Financial Services 676.0 $43K 0.00% $63.17 +10.8%
1475 FIZZ NATIONAL BEVERAGE CORP COM Consumer Defensive 1,367.0 $43K 0.00% +871.0 +175.6% $31.20 +6.0%
1476 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 2,534.0 $43K 0.00% -455.0 -15.2% $16.81 -1.3%
1477 SEI SOLARIS ENERGY INFRAS INC COM CL A Energy 529.0 $43K 0.00% $80.46 -33.5%
1478 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 488.0 $43K 0.00% +98.0 +25.1% $87.22 +12.9%
1479 URBN URBAN OUTFITTERS INC Consumer Cyclical 600.0 $43K 0.00% -6.0 -1.0% $70.86 +7.3%
1480 ASAN ASANA INC CL A Technology 6,042.0 $42K 0.00% +449.0 +8.0% $7.00 +39.4%
Page 74 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%