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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 108 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 IIIV I3 VERTICALS INC COM CL A Technology 269.0 $7K 0.00% NEW $25.19 -21.4%
2142 HUT 8 CORP COM 147.0 $7K 0.00% NEW $45.94
2143 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 87.0 $7K 0.00% NEW $77.53 +11.0%
2144 CARS CARS COM INC COM Consumer Cyclical 552.0 $7K 0.00% NEW $12.20 -17.5%
2145 GDEN GOLDEN ENTMT INC COM Consumer Cyclical 247.0 $7K 0.00% NEW $27.19 +5.0%
2146 MMSI MERIT MEDICAL SYSTEMS INC Healthcare 76.0 $7K 0.00% NEW $88.14 -29.1%
2147 ENPH ENPHASE ENERGY INC COM Energy 209.0 $7K 0.00% NEW $32.05 +119.3%
2148 CWAN CLEARWATER ANALYTICS HLDGS INC CL A Technology 275.0 $7K 0.00% NEW $24.12 +1.2%
2149 ENVIRI CORP COM 369.0 $7K 0.00% NEW $17.92
2150 SEG SEAPORT ENTMT GROUP INC COMMON STOCK Real Estate 334.0 $7K 0.00% NEW $19.77 +20.8%
2151 PLAB PHOTRONICS INC COM Technology 206.0 $7K 0.00% NEW $32.00 +67.2%
2152 MLPA GLOBAL X MLP ETF 136.0 $7K 0.00% NEW $48.41 +11.6%
2153 LFUS LITTELFUSE INC Technology 26.0 $7K 0.00% NEW $252.92 +88.1%
2154 ALGN ALIGN TECHNOLOGY INC Healthcare 42.0 $7K 0.00% NEW $156.14 +4.3%
2155 LIVN LIVANOVA PLC SHS Healthcare 106.0 $7K 0.00% NEW $61.53 +20.1%
2156 CNMD CONMED CORP Healthcare 160.0 $6K 0.00% NEW $40.60 -12.6%
2157 NDSN NORDSON CORP Industrials 27.0 $6K 0.00% NEW $240.44 +20.1%
2158 SCHL SCHOLASTIC CORP Communication Services 218.0 $6K 0.00% NEW $29.63 +39.2%
2159 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 432.0 $6K 0.00% NEW $14.94 -32.2%
2160 FSLY FASTLY INC CL A Technology 632.0 $6K 0.00% NEW $10.18 +64.7%
Page 108 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%