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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $797M AUM 2,639 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2639 New
Page 104 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 JMSB JOHN MARSHALL BANCORP INC COM Financial Services 432.0 $9K 0.00% NEW $19.99 +6.2%
2062 CXT CRANE NXT CO COM Industrials 183.0 $9K 0.00% NEW $47.07 -17.0%
2063 BXMT BLACKSTONE MTG TR INC COM CL A Real Estate 450.0 $9K 0.00% NEW $19.13 -2.9%
2064 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 110.0 $9K 0.00% NEW $77.89 -1.6%
2065 FWRG FIRST WATCH RESTAURANT GROUP I COM Consumer Cyclical 568.0 $9K 0.00% NEW $15.08 -23.7%
2066 FISI FINANCIAL INSTNS INC COM Financial Services 274.0 $9K 0.00% NEW $31.17 +15.3%
2067 ENSG ENSIGN GROUP INC Healthcare 49.0 $9K 0.00% NEW $174.20 -1.3%
2068 RCUS ARCUS BIOSCIENCES INC COM Healthcare 358.0 $9K 0.00% NEW $23.83 +0.6%
2069 CDE COEUR MNG INC COM NEW Basic Materials 477.0 $9K 0.00% NEW $17.83 +0.1%
2070 OSIS O S I SYSTEMS INC Technology 33.0 $8K 0.00% NEW $255.06 -14.7%
2071 BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A Utilities 185.0 $8K 0.00% NEW $45.40 -8.5%
2072 LYTS LSI INDS INC OHIO COM Technology 457.0 $8K 0.00% NEW $18.32 +35.0%
2073 AVBP ARRIVENT BIOPHARMA INC COM Healthcare 413.0 $8K 0.00% NEW $20.12 +36.5%
2074 BRC BRADY CORP CL A Industrials 106.0 $8K 0.00% NEW $78.37 +11.0%
2075 AKAM AKAMAI TECH Technology 95.0 $8K 0.00% NEW $87.25 +65.5%
2076 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 377.0 $8K 0.00% NEW $21.98 -32.6%
2077 HRB BLOCK H & R INC COM Consumer Cyclical 189.0 $8K 0.00% NEW $43.58 -11.2%
2078 HHH HOWARD HUGHES CORP Real Estate 103.0 $8K 0.00% NEW $79.77 -19.9%
2079 HLNE HAMILTON LANE INC CL A Financial Services 61.0 $8K 0.00% NEW $134.31 -32.6%
2080 KELYA KELLY SVCS INC CL A Industrials 918.0 $8K 0.00% NEW $8.80 +27.7%
Page 104 of 132  ·  2,639 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 25.7%
Financial Services 21.4%
Consumer Cyclical 10.7%
Industrials 10.2%
Healthcare 9.6%
Communication Services 6.7%
Energy 3.9%
Consumer Defensive 3.9%
Real Estate 2.7%
Utilities 2.7%