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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 14 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AEGON LTD AMER REG 1 CERT 56,634.0 $411K 0.04% +11K +23.9% $7.26
262 ALLE ALLEGION PLC Industrials 2,814.0 $409K 0.04% +632.0 +29.0% $145.29 -9.2%
263 JBL JABIL INC COM Technology 1,534.0 $407K 0.04% +327.0 +27.1% $265.55 +38.6%
264 GWW WW GRAINGER INC COM Industrials 373.0 $407K 0.04% +137.0 +58.0% $1090.81 +13.7%
265 DAL DELTA AIR LINES INC DEL CMN Industrials 6,092.0 $405K 0.04% +1K +20.0% $66.48 +24.4%
266 CI CIGNA CORP Healthcare 1,514.0 $404K 0.04% +647.0 +74.6% $266.75 +7.3%
267 EXPD EXPEDITORS INTL WASH INC Industrials 2,815.0 $403K 0.04% +339.0 +13.7% $143.23 +12.8%
268 RYANAIR HOLDINGS PLC SPONSORED ADR 6,934.0 $401K 0.04% +1K +24.8% $57.80
269 EXC EXELON CORP COM Utilities 8,101.0 $397K 0.04% +3K +46.5% $49.02 -5.8%
270 ATR APTARGROUP INC Healthcare 3,140.0 $396K 0.04% +2K +252.4% $126.02 -8.2%
271 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 7,677.0 $394K 0.04% +3K +53.0% $51.37 +0.8%
272 CRWD CROWDSTRIKE HLDGS INC CL A Technology 1,002.0 $391K 0.04% +370.0 +58.5% $390.41 +64.2%
273 MPC MARATHON PETE CORP Energy 1,597.0 $390K 0.04% +28.0 +1.8% $244.18 +1.1%
274 IDXX IDEXX LABS INC Healthcare 694.0 $390K 0.04% +308.0 +79.8% $561.89 -0.7%
275 RELX RELX PLC SPONSORED ADR Communication Services 11,613.0 $385K 0.04% +2K +24.6% $33.15 -0.7%
276 DT DYNATRACE INC COM NEW Technology 10,410.0 $385K 0.04% +1K +15.1% $36.98 +6.9%
277 ALC ALCON AG ORD SHS Healthcare 5,060.0 $381K 0.04% +515.0 +11.3% $75.35 -11.1%
278 MSGS MADISON SQUARE GRDN SPRT CORP CL A Communication Services 1,183.0 $380K 0.04% +263.0 +28.6% $321.40 +14.2%
279 PTC PTC INC COM Technology 2,655.0 $378K 0.04% +2K +196.7% $142.49 +0.4%
280 GM GENERAL MOTORS CORP Consumer Cyclical 5,025.0 $374K 0.04% +1K +41.0% $74.49 +12.7%
Page 14 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%