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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 79 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 CACI CACI INTL INC CL A Technology 81.0 $38K 0.00% -37.0 -31.4% $463.26 +37.2%
1562 GSHD GOOSEHEAD INS INC COM CL A Financial Services 772.0 $37K 0.00% +637.0 +471.9% $48.50 +50.9%
1563 PFIS PEOPLES FINL SVCS CORP COM Financial Services 564.0 $37K 0.00% $66.37 +6.8%
1564 TEX TEREX CORP NEW COM Industrials 517.0 $37K 0.00% $72.39 -9.7%
1565 ECG EVERUS CONSTR GROUP COM Industrials 225.0 $37K 0.00% $165.95 -26.7%
1566 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 944.0 $37K 0.00% +823.0 +680.2% $39.55 +4.8%
1567 HTLD HEARTLAND EXPRESS INC Industrials 2,449.0 $37K 0.00% $15.22 -18.5%
1568 CPK CHESAPEAKE UTILS CORP COM Utilities 304.0 $37K 0.00% +85.0 +38.8% $122.48 +10.8%
1569 ASTE ASTEC INDS INC COM Industrials 608.0 $37K 0.00% $61.19 -29.0%
1570 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 680.0 $37K 0.00% $54.63 +2.3%
1571 CHCO CITY HLDG CO Financial Services 279.0 $37K 0.00% $132.64 +9.5%
1572 ENR ENERGIZER HLDGS INC COM Industrials 1,726.0 $37K 0.00% +427.0 +32.9% $21.44 +0.6%
1573 LAD LITHIA MOTORS INC-CL A Consumer Cyclical 127.0 $37K 0.00% +118.0 +1311.1% $290.49 +27.8%
1574 CVBF CVB FINANCIAL CP Financial Services 1,634.0 $37K 0.00% +123.0 +8.1% $22.55 +0.0%
1575 DOW DOW HLDGS INC COM Basic Materials 1,346.0 $37K 0.00% -89.0 -6.2% $27.36 +14.8%
1576 CNMD CONMED CORP Healthcare 1,125.0 $37K 0.00% +763.0 +210.8% $32.73 +57.7%
1577 ASIX ADVANSIX INC COM Basic Materials 1,852.0 $37K 0.00% +36.0 +2.0% $19.88 -15.9%
1578 IOSP INNOSPEC INC Basic Materials 452.0 $37K 0.00% +120.0 +36.1% $81.39 +16.2%
1579 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 3,480.0 $37K 0.00% +3K +1075.7% $10.57 +8.5%
1580 HLX HELIX ENERGY SOLUTIONS GRP INC COM Energy 4,205.0 $37K 0.00% $8.74 +13.8%
Page 79 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%