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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.0B AUM 2,777 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New 1584 Added 453 Reduced 86 Exited
Page 13 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MKSI MKS INSTRUMENTS INC Technology 1,885.0 $433K 0.04% +363.0 +23.9% $229.81 +40.7%
242 TXN TEXAS INSTRS INC COM Technology 2,231.0 $433K 0.04% +944.0 +73.3% $194.14 +62.5%
243 VOD VODAFONE GROUP NEW ADR F Communication Services 28,830.0 $433K 0.04% +5K +19.2% $15.02 -1.7%
244 TT TRANE TECHNOLOGIES PLC SHS Industrials 1,035.0 $431K 0.04% +177.0 +20.6% $416.74 +10.9%
245 CFG CITIZENS FINL GROUP INC COM Financial Services 7,174.0 $430K 0.04% +936.0 +15.0% $59.97 +6.2%
246 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 16,913.0 $429K 0.04% +5K +39.4% $25.37 -6.6%
247 AER AERCAP HOLDINGS NV SHS Industrials 3,124.0 $429K 0.04% +428.0 +15.9% $137.18 +3.8%
248 TEL TE CONNECTIVITY LTD Technology 2,050.0 $428K 0.04% +20.0 +1.0% $209.02 +0.1%
249 NOW SERVICENOW INC COM Technology 4,095.0 $428K 0.04% +2K +58.7% $104.55 -0.4%
250 VRSN VERISIGN INC Technology 1,723.0 $428K 0.04% +797.0 +86.1% $248.36 +22.5%
251 VLO VALERO ENERGY CORP Energy 1,731.0 $428K 0.04% +282.0 +19.5% $247.08 -4.7%
252 NOC NORTHROP GRUMMAN CORP COM Industrials 622.0 $424K 0.04% +131.0 +26.7% $682.24 -19.0%
253 NEM NEWMONT CORP COM Basic Materials 3,907.0 $423K 0.04% +1K +38.9% $108.25 -0.1%
254 GLPI GAMING & LEISURE PPTYS Real Estate 9,522.0 $422K 0.04% +5K +111.0% $44.37 +8.3%
255 RMD RESMED INC Healthcare 1,870.0 $420K 0.04% +104.0 +5.9% $224.48 -5.8%
256 MAS MASCO CORP COM Industrials 6,945.0 $419K 0.04% +882.0 +14.6% $60.37 +17.4%
257 RNG RINGCENTRAL INC CL A Technology 11,262.0 $419K 0.04% +6K +111.0% $37.19 +15.1%
258 CB CHUBB LTD SWITZ COM Financial Services 1,278.0 $417K 0.04% +463.0 +56.8% $325.93 -0.1%
259 FFIV F5 NETWORKS INC Technology 1,439.0 $416K 0.04% +800.0 +125.2% $289.33 +34.7%
260 TSN TYSON FOODS INC CL A Consumer Defensive 6,431.0 $412K 0.04% +208.0 +3.3% $64.07 +3.3%
Page 13 of 80  ·  1,584 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 32.3%
Financial Services 18.0%
Industrials 10.1%
Consumer Cyclical 8.8%
Healthcare 8.5%
Communication Services 5.6%
Energy 4.7%
Consumer Defensive 4.0%
Real Estate 2.7%
Utilities 2.7%