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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 99 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 176.0 $19K 0.00% $107.13 +4.0%
1962 HUT 8 CORP COM 163.0 $19K 0.00% -37.0 -18.5% $115.45
1963 BWB BRIDGEWATER BANCSHARES INC COM Financial Services 891.0 $19K 0.00% $21.04 +2.8%
1964 ALTG ALTA EQUIPMENT GROUP INC COMMON STOCK Industrials 2,896.0 $19K 0.00% -30.0 -1.0% $6.47 +0.5%
1965 DC DAKOTA GOLD CORP COM Basic Materials 4,384.0 $19K 0.00% NEW $4.26 +44.4%
1966 RIOT RIOT PLATFORMS INC COM Financial Services 682.0 $19K 0.00% +148.0 +27.7% $27.38 -27.6%
1967 OEF ISHARES S&P 100 ETF 51.0 $19K 0.00% $365.86 +3.3%
1968 LW LAMB WESTON HLDGS INC COM Consumer Defensive 432.0 $19K 0.00% -654.0 -60.2% $43.18 +24.3%
1969 WTBA WEST BANCORPORATIONSINC Financial Services 701.0 $19K 0.00% $26.53 +7.6%
1970 NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES 1,988.0 $19K 0.00% -3K -59.9% $9.35
1971 AHRT AH RLTY TR INC COM Financial Services 2,623.0 $19K 0.00% -626.0 -19.3% $7.08 -5.8%
1972 ESAB ESAB CORPORATION COM Industrials 188.0 $19K 0.00% -150.0 -44.4% $98.63 -17.5%
1973 SOFI SOFI TECHNOLOGIES INC COM Financial Services 1,034.0 $19K 0.00% +396.0 +62.1% $17.93 +5.5%
1974 PERIMETER SOLUTIONS INC COMMON STOCK 520.0 $19K 0.00% +41.0 +8.6% $35.65
1975 SNDX SYNDAX PHARMACEUTICALS INC COM Healthcare 844.0 $18K 0.00% $21.86 -10.1%
1976 DORM DORMAN PRODS INC COM Consumer Cyclical 135.0 $18K 0.00% +125.0 +1250.0% $136.45 -3.2%
1977 CSW INDUSTRIALS INC COM 66.0 $18K 0.00% -11.0 -14.3% $278.30
1978 WYNN WYNN RESORTS LTD Consumer Cyclical 189.0 $18K 0.00% +52.0 +38.0% $97.09 +3.3%
1979 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 111.0 $18K 0.00% $164.27 +2.3%
1980 FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 183.0 $18K 0.00% $99.61 -4.0%
Page 99 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%