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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 62 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CENT CENTRAL GARDEN & PET CO COM Consumer Defensive 598.0 $22K 0.00% +112.0 +23.1% $36.77 +7.0%
1222 MATX MATSON INC COM Industrials 134.0 $22K 0.00% +115.0 +605.3% $163.94 +12.4%
1223 SHO SUNSTONE HOTEL INVESTORS REIT Real Estate 2,433.0 $22K 0.00% +441.0 +22.1% $9.01 +20.8%
1224 KNSL KINSALE CAP GROUP INC COM Financial Services 64.0 $22K 0.00% +21.0 +48.8% $341.66 -10.4%
1225 CLDX CELLDEX THERAPEUTICS INC NEW COM NEW Healthcare 689.0 $22K 0.00% +37.0 +5.7% $31.72 -0.2%
1226 ENPH ENPHASE ENERGY INC COM Energy 575.0 $22K 0.00% +366.0 +175.1% $37.81 +85.9%
1227 WERN WERNER ENTERPRISES INC Industrials 739.0 $22K 0.00% +557.0 +306.0% $29.41 +38.6%
1228 XRAY DENTSPLY INTL INC (NEW) Healthcare 1,873.0 $22K 0.00% +506.0 +37.0% $11.60 -13.9%
1229 SBSI SOUTHSIDE BANCSHARES INC COM Financial Services 693.0 $22K 0.00% +153.0 +28.3% $31.09 +5.8%
1230 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 441.0 $22K 0.00% +20.0 +4.8% $48.78 -9.3%
1231 RRR RSC HOLDINGS INC. Consumer Cyclical 403.0 $22K 0.00% +83.0 +25.9% $53.36 +7.8%
1232 CWAN CLEARWATER ANALYTICS HLDGS INC CL A Technology 909.0 $21K 0.00% +634.0 +230.6% $23.65 +3.3%
1233 MHO M/I HOMES INC Consumer Cyclical 175.0 $21K 0.00% +36.0 +25.9% $122.45 +9.1%
1234 AKAM AKAMAI TECH Technology 186.0 $21K 0.00% +91.0 +95.8% $114.85 +25.8%
1235 LIONSGATE STUDIOS CORP COM 2,225.0 $21K 0.00% +955.0 +75.2% $9.59
1236 ENR ENERGIZER HLDGS INC COM Industrials 1,299.0 $21K 0.00% +1K +536.8% $16.42 +13.5%
1237 PRTA PROTHENA CORP PLC SHS Healthcare 2,192.0 $21K 0.00% +148.0 +7.2% $9.72 +3.2%
1238 AAT AMERICAN ASSETS TRUST INC Real Estate 1,154.0 $21K 0.00% +15.0 +1.3% $18.41 +22.4%
1239 EXTR EXTREME NETWORKS INC Technology 1,407.0 $21K 0.00% +17.0 +1.2% $15.08 +76.9%
1240 WSFS WSFS FINL CORP COM Financial Services 324.0 $21K 0.00% +44.0 +15.7% $65.46 +11.2%
Page 62 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%