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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 87 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 TWST TWIST BIOSCIENCE CORP COM Healthcare 289.0 $30K 0.00% +2.0 +0.7% $102.88 +41.5%
1722 ARKO ARKO CORP COM Consumer Cyclical 3,702.0 $30K 0.00% $8.03 -40.8%
1723 MBIN MERCHANTS BANCORP IND COM Financial Services 594.0 $30K 0.00% $50.00 +9.4%
1724 SFM SPROUTS FARMERS MARKET, INC. Consumer Defensive 350.0 $30K 0.00% +51.0 +17.1% $84.58 -4.1%
1725 VREX VAREX IMAGING CORP COM Healthcare 2,832.0 $30K 0.00% -283.0 -9.1% $10.43 +77.5%
1726 CCS CENTURY COMMUNITIES INC COM Consumer Cyclical 412.0 $30K 0.00% -292.0 -41.5% $71.66 -2.6%
1727 SMBC SOUTHERN MO BANCORP INC COM Financial Services 387.0 $29K 0.00% $76.21 -2.4%
1728 GLRE GREENLIGHT CAPITAL RE LTD CL A ISIN#KYG4095J1094 Financial Services 1,821.0 $29K 0.00% $16.18 -5.5%
1729 ODC OIL-DRI CORP OF AMERICA WITH STOCK SPLIT SHARES Basic Materials 288.0 $29K 0.00% $102.21 -12.0%
1730 OLN OLIN CORP COM PAR $1 Basic Materials 1,479.0 $29K 0.00% +486.0 +48.9% $19.82 -7.2%
1731 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 578.0 $29K 0.00% +147.0 +34.1% $50.70 -9.8%
1732 RBCAA REPUBLIC BANCORP INC-KY CL A Financial Services 324.0 $29K 0.00% $90.43 +4.3%
1733 DEA EASTERLY GOVT PPTYS INC COM SHS Real Estate 1,172.0 $29K 0.00% -115.0 -8.9% $24.93 -1.3%
1734 PSN PARSONS CORP DEL COM Industrials 553.0 $29K 0.00% +358.0 +183.6% $52.39 -6.4%
1735 BAND BANDWIDTH INC COM CL A Technology 457.0 $29K 0.00% -9.0 -1.9% $63.30 -24.9%
1736 NWE NORTHWESTERN ENERGY GROUP INC COM NEW Utilities 403.0 $29K 0.00% $71.62 -3.0%
1737 TRMK TRUSTMARK CORP COM Financial Services 627.0 $29K 0.00% $46.01 +1.1%
1738 SBRA SABRA HEALTH CARE REIT INC Real Estate 1,465.0 $29K 0.00% +603.0 +70.0% $19.51 +4.5%
1739 SIBN SI BONE INC COM Healthcare 1,749.0 $29K 0.00% +887.0 +102.9% $16.32 +22.3%
1740 PAGAYA TECHNOLOGIES LTD CL A NEW 1,563.0 $29K 0.00% $18.25
Page 87 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%