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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 18 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GAP GAP INC Consumer Cyclical 12,622.0 $305K 0.03% +1K +10.1% $24.20 -0.2%
342 TS TENARIS S A SPONSORED ADS Energy 5,248.0 $305K 0.03% +587.0 +12.6% $58.18 +4.8%
343 FAST FASTENAL CO Industrials 6,531.0 $303K 0.03% +4K +157.0% $46.40 -3.1%
344 ORI OLD REP INTL CORP COM Financial Services 7,572.0 $302K 0.03% +1K +24.5% $39.90 -3.0%
345 GGG GRACO INC COM Industrials 3,567.0 $302K 0.03% +3K +491.5% $84.65 -10.0%
346 JKHY HENRY JACK & ASSOC INC Technology 1,906.0 $301K 0.03% +2K +1014.6% $158.04 -13.6%
347 HE HAWAIIAN ELEC INDS INC MTN BE COM Utilities 20,114.0 $298K 0.03% +3K +17.2% $14.84 -8.5%
348 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 977.0 $297K 0.03% +570.0 +140.1% $304.08 +10.4%
349 HAS HASBRO INC COM Consumer Cyclical 3,146.0 $294K 0.03% +64.0 +2.1% $93.60 -5.8%
350 ESI ELEMENT SOLUTIONS INC COM Basic Materials 8,577.0 $293K 0.03% +106.0 +1.2% $34.14 +25.5%
351 PYPL PAYPAL HLDGS INC COM Financial Services 6,470.0 $293K 0.03% +5K +357.2% $45.23 -3.3%
352 ROL ROLLINS INC COM Consumer Cyclical 5,470.0 $292K 0.03% +429.0 +8.5% $53.41 -5.7%
353 MAA MID-AMER APT CMNTYS INC Real Estate 2,391.0 $292K 0.03% +512.0 +27.2% $122.12 +7.1%
354 PSA PUBLIC STORAGE INC Real Estate 1,076.0 $291K 0.03% +598.0 +125.1% $270.88 +13.3%
355 CLS CELESTICA INC COM Technology 1,036.0 $291K 0.03% +125.0 +13.7% $281.24 +28.5%
356 WCC WESCO INTERNATIONAL INC Industrials 1,062.0 $291K 0.03% +279.0 +35.6% $273.62 +34.9%
357 TGT TARGET CORP COM Consumer Defensive 2,396.0 $290K 0.03% +466.0 +24.1% $121.20 +6.6%
358 POST POST HOLDINGS INC COM Consumer Defensive 2,934.0 $290K 0.03% +1K +69.1% $98.86 -2.2%
359 XEL XCEL ENERGY INC COM Utilities 3,629.0 $288K 0.03% +1K +62.1% $79.44 +1.7%
360 CPT CAMDEN PPTY TR SH BEN INT Real Estate 2,947.0 $288K 0.03% +80.0 +2.8% $97.66 +11.0%
Page 18 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%