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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 78 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 468.0 $39K 0.00% $82.37 -13.5%
1542 RARE ULTRAGENYX PHARMACEUTICAL INC COM Healthcare 1,152.0 $38K 0.00% +1K +662.9% $33.39 -23.0%
1543 STRA STRAYER EDUCATION INC Consumer Defensive 502.0 $38K 0.00% -435.0 -46.4% $76.62 +9.6%
1544 CNR CORE NATURAL RESOURCES INC COM SHS Energy 479.0 $38K 0.00% +90.0 +23.1% $80.02 +20.2%
1545 MSEX MIDDLESEX WTR CO COM Utilities 682.0 $38K 0.00% +523.0 +328.9% $56.16 +5.9%
1546 BZH BEAZER HOMES USA INCCOM NEW Consumer Cyclical 1,363.0 $38K 0.00% -219.0 -13.8% $28.05 +18.0%
1547 GDDY GODADDY INC CL A Technology 450.0 $38K 0.00% -624.0 -58.1% $84.88 +18.4%
1548 MANH MANHATTAN ASSOCIATES INC Technology 274.0 $38K 0.00% +229.0 +508.9% $139.25 +53.1%
1549 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 1,095.0 $38K 0.00% $34.81 +0.2%
1550 ASTRANA HEALTH INC COM NEW 821.0 $38K 0.00% $46.41
1551 BLKB BLACKBAUD INC Technology 1,286.0 $38K 0.00% +912.0 +243.8% $29.62 +62.3%
1552 PXH INVESCO RAFI EMERGING MARKETS ETF 1,365.0 $38K 0.00% +17.0 +1.3% $27.87 +4.7%
1553 NXT NEXTPOWER INC CLASS A COM Technology 319.0 $38K 0.00% -123.0 -27.8% $119.14 -28.9%
1554 DX DYNEX CAP INC COM Real Estate 2,896.0 $38K 0.00% +3K +891.8% $13.11 -0.5%
1555 CMT CORE MOLDING TECHNOLOGIES INC COM Basic Materials 1,606.0 $38K 0.00% $23.60 +6.3%
1556 AMN AMN HEALTHCARE SERVICES INC Healthcare 1,170.0 $38K 0.00% +345.0 +41.8% $32.37 +6.6%
1557 GHC GRAHAM HLDGS CO COM CL B Consumer Defensive 33.0 $38K 0.00% +13.0 +65.0% $1141.42 +3.0%
1558 HLMN HILLMAN SOLUTIONS CORP COM Industrials 4,456.0 $38K 0.00% -2K -29.2% $8.44 -1.7%
1559 GIC GLOBAL INDUSTRIAL COMPANY COM Industrials 1,124.0 $38K 0.00% -20.0 -1.8% $33.46 +18.3%
1560 AA ALCOA CORP COM Basic Materials 720.0 $38K 0.00% -58.0 -7.5% $52.14 -5.3%
Page 78 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%