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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 42 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 FLR FLUOR CORP Industrials 1,353.0 $63K 0.01% +72.0 +5.6% $46.65 -2.6%
822 AES AES CORP Utilities 4,475.0 $63K 0.01% +3K +202.2% $14.09 +4.3%
823 TCMD TACTILE SYS TECHNOLOGY INC COM Healthcare 2,409.0 $63K 0.01% +60.0 +2.5% $26.13 -3.0%
824 GL GLOBE LIFE INC COM Financial Services 452.0 $63K 0.01% +107.0 +31.0% $139.17 +11.5%
825 CRGY CRESCENT ENERGY COMPANY CL A COM Energy 4,626.0 $62K 0.01% +2K +61.1% $13.50 -13.7%
826 JBSS SANFILIPPO JOHN B & SON INC COM Consumer Defensive 781.0 $62K 0.01% +420.0 +116.3% $79.33 -4.7%
827 ELVN ENLIVEN THERAPEUTICS INC COM Healthcare 1,575.0 $62K 0.01% +1K +642.9% $39.20 -0.3%
828 EXP EAGLE MATERIALS INC Basic Materials 325.0 $62K 0.01% +42.0 +14.8% $189.45 +16.7%
829 AGX ARGAN INC COM Industrials 113.0 $62K 0.01% +8.0 +7.6% $544.65 +17.4%
830 INSM INSMED INC COM PAR $.01 Healthcare 376.0 $61K 0.01% +136.0 +56.7% $163.52 -33.8%
831 SVV SAVERS VALUE VLG INC COM Consumer Cyclical 8,263.0 $61K 0.01% +491.0 +6.3% $7.44 +18.5%
832 AXON AXON ENTERPRISE INC COM Industrials 144.0 $61K 0.01% +12.0 +9.1% $424.69 +2.5%
833 DMRC DIGIMARC CORP Technology 12,396.0 $61K 0.01% +5K +77.2% $4.91 +181.9%
834 HAL HALLIBURTON CO COM Energy 1,557.0 $61K 0.01% +1K +849.4% $38.99 +0.3%
835 NX QUANEX CORP Industrials 3,377.0 $61K 0.01% +965.0 +40.0% $17.97 +4.1%
836 DRH DIAMONDROCK HOSPITALITY Real Estate 6,471.0 $61K 0.01% +2K +45.0% $9.37 +18.9%
837 AVPT AVEPOINT INC COM CL A Technology 6,343.0 $60K 0.01% +5K +274.2% $9.51 +10.5%
838 PCOR PROCORE TECHNOLOGIES INC COM Technology 1,052.0 $60K 0.01% +78.0 +8.0% $57.00 -14.6%
839 DOW DOW HLDGS INC COM Basic Materials 1,435.0 $60K 0.01% +1K +254.3% $41.65 -17.7%
840 MRNA MODERNA INC COM Healthcare 1,176.0 $60K 0.01% +494.0 +72.4% $50.80 -7.0%
Page 42 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%