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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 9 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BND VANGUARD TOTAL BOND MARKET ETF 8,783.0 $647K 0.06% +3K +64.9% $73.64 -0.6%
162 EA ELECTRONICS ARTS Communication Services 3,142.0 $641K 0.06% +1K +71.1% $203.87 -1.3%
163 TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD Technology 1,895.0 $640K 0.06% +98.0 +5.5% $337.95 +22.0%
164 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 1,298.0 $638K 0.06% +297.0 +29.7% $491.53 -8.8%
165 IX ORIX CORP SPONSORED ADR Financial Services 21,136.0 $634K 0.06% +4K +21.6% $29.99 +33.1%
166 SNY SANOFI SA Healthcare 12,996.0 $626K 0.06% +3K +29.2% $48.18 -8.4%
167 ITW ILLINOIS TOOL WKS INC COM Industrials 2,386.0 $621K 0.06% +905.0 +61.1% $260.29 -3.8%
168 JBHT JB HUNT TRANSPORT SERVICES Industrials 2,924.0 $620K 0.06% +800.0 +37.7% $211.90 +26.3%
169 SNA SNAP ON INC COM Industrials 1,699.0 $617K 0.06% +503.0 +42.1% $363.22 +2.4%
170 DIS DISNEY WALT CO COM Communication Services 6,363.0 $613K 0.06% +1K +20.5% $96.38 +7.2%
171 ULTA ULTA SALON COSMETICS & FRAGRANCE INC COM Consumer Cyclical 1,173.0 $613K 0.06% +19.0 +1.6% $522.71 -1.3%
172 TNL WYNDHAM WORLDWIDE CORP Consumer Cyclical 8,682.0 $601K 0.06% +2K +27.4% $69.19 -3.6%
173 WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR Energy 24,927.0 $595K 0.06% +2K +6.9% $23.88 -5.4%
174 MCK MCKESSON CORP Healthcare 686.0 $594K 0.06% +106.0 +18.3% $865.36 -12.8%
175 FTS FORTIS INC COM Utilities 10,609.0 $592K 0.06% +879.0 +9.0% $55.79 +1.5%
176 ESS ESSEX PPTY TR REIT Real Estate 2,440.0 $590K 0.06% +944.0 +63.1% $242.00 +14.6%
177 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 72,892.0 $579K 0.06% +8K +11.7% $7.94 +16.4%
178 COP CONOCOPHILLIPS COM Energy 4,358.0 $575K 0.06% +2K +78.1% $132.00 -11.7%
179 GWRE GUIDEWIRE SOFTWARE INC COM Technology 3,829.0 $573K 0.06% +3K +468.1% $149.56 -8.2%
180 FERROVIAL SE ORD SHS 8,932.0 $571K 0.06% +2K +24.7% $63.96
Page 9 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%