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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 97 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 AMERICA MOVIL SERIES L ADR 777.0 $20K 0.00% +11.0 +1.4% $25.99
1922 VLUE ISHARES MSCI USA VALUE FACTOR ETF 101.0 $20K 0.00% +18.0 +21.7% $199.81 +1.4%
1923 ITRI ITRON INC COM Technology 233.0 $20K 0.00% -15.0 -6.0% $86.53 +15.6%
1924 SLV ISHARES SILVER TRUST ETF Financial Services 377.0 $20K 0.00% $53.47 +17.3%
1925 AMR ALPHA METALLURGICAL RESOUR INC COM Energy 122.0 $20K 0.00% +9.0 +8.0% $164.94 +27.3%
1926 JBIO JADE BIOSCIENCES INC COM NEW Healthcare 905.0 $20K 0.00% $22.22 -4.0%
1927 RRR RSC HOLDINGS INC. Consumer Cyclical 308.0 $20K 0.00% -95.0 -23.6% $65.06 -6.1%
1928 BCRX BIOCRYST PHARMACEUTICALS INC COM Healthcare 2,003.0 $20K 0.00% +2K +315.6% $10.00 -4.5%
1929 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 144.0 $20K 0.00% -57.0 -28.4% $139.09 -2.5%
1930 PRTA PROTHENA CORP PLC SHS Healthcare 2,044.0 $20K 0.00% -148.0 -6.8% $9.79 -3.5%
1931 GOLD GOLD COM INC COM Financial Services 479.0 $20K 0.00% $41.61 +11.1%
1932 GNE GENIE ENERGY LTD CL B Utilities 1,379.0 $20K 0.00% -652.0 -32.1% $14.45 +3.8%
1933 AMTB AMERANT BANCORP INC CL A Financial Services 773.0 $20K 0.00% $25.52 +12.4%
1934 NGVT INGEVITY CORP COM Basic Materials 264.0 $20K 0.00% $74.67 -5.9%
1935 SRI STONERIDGE INC COM Consumer Cyclical 2,693.0 $20K 0.00% -38.0 -1.4% $7.32 -1.6%
1936 WLDN WILLDAN GROUP INC COM Industrials 249.0 $20K 0.00% +72.0 +40.7% $79.10 +8.2%
1937 MAT MATTEL INC COM Consumer Cyclical 1,417.0 $20K 0.00% -6K -81.0% $13.88 +4.5%
1938 WULF TERAWULF INC COM Financial Services 795.0 $20K 0.00% +569.0 +251.8% $24.70 -36.7%
1939 AVIR ATEA PHARMACEUTICALS INC COM Healthcare 4,220.0 $20K 0.00% NEW $4.65 +16.8%
1940 CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK Healthcare 659.0 $20K 0.00% $29.75 +17.6%
Page 97 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%