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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 27 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EQIX EQUINIX INC COM Real Estate 164.0 $161K 0.02% +111.0 +209.4% $980.24 +9.5%
522 VTRS VIATRIS INC COM Healthcare 11,722.0 $158K 0.02% +845.0 +7.8% $13.51 +18.7%
523 UNM UNUM GROUP Financial Services 2,167.0 $158K 0.02% +235.0 +12.2% $73.03 +13.8%
524 CLX CLOROX CO DEL COM Consumer Defensive 1,520.0 $158K 0.02% +1K +373.5% $103.63 -6.6%
525 PAYC PAYCOM SOFTWARE INC COM Technology 1,289.0 $157K 0.01% +419.0 +48.2% $121.54 +12.8%
526 LNC LINCOLN NATL CORP IND COM Financial Services 4,406.0 $156K 0.01% +247.0 +5.9% $35.50 -0.8%
527 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2,431.0 $156K 0.01% +2K +194.7% $64.09 +11.8%
528 RGLD ROYAL GOLD INC Basic Materials 609.0 $155K 0.01% +192.0 +46.0% $254.49 -13.4%
529 EVEREST REINSURANCE GROUP LTD 471.0 $154K 0.01% +153.0 +48.1% $326.85
530 STLD STEEL DYNAMICS INC Basic Materials 853.0 $154K 0.01% +246.0 +40.5% $180.00 +42.7%
531 SLAB SILICON LABORATORIESINC OC COM Technology 736.0 $153K 0.01% +112.0 +17.9% $208.15 +4.8%
532 AWK AMERICAN WATER WORKS CO Utilities 1,125.0 $153K 0.01% +370.0 +49.0% $136.09 -10.0%
533 ADT ADT CORP Industrials 23,255.0 $153K 0.01% +15K +187.9% $6.57 +4.4%
534 OUTFRONT MEDIA INC COM NEW 5,759.0 $153K 0.01% +74.0 +1.3% $26.50
535 VSH VISHAY INTERTECHNOLOGY INC COM Technology 8,414.0 $151K 0.01% +862.0 +11.4% $18.00 +188.3%
536 POOL POOL CORP COM Industrials 748.0 $151K 0.01% +743.0 +10000.0% $202.33 -9.6%
537 AR ANTERO RESOURCES CORP COM Energy 3,552.0 $151K 0.01% +759.0 +27.2% $42.44 -16.9%
538 ARE ALEXANDRIA REAL ESTATE EQUITIES INC Real Estate 3,215.0 $149K 0.01% +2K +247.6% $46.42 +8.3%
539 FORM FORMFACTOR INC CMN Technology 1,538.0 $149K 0.01% +225.0 +17.1% $96.99 +34.1%
540 SEIC SEI INVESTMENTS CO Financial Services 1,900.0 $149K 0.01% +1K +300.0% $78.47 +12.7%
Page 27 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%