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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 110 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 IYE ISHARES U.S. ENERGY ETF 127.0 $6K 0.00% NEW $47.42 +27.9%
2182 NVT NVENT ELECTRIC PLC SHS Industrials 59.0 $6K 0.00% NEW $101.97 +64.3%
2183 PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 258.0 $6K 0.00% NEW $23.19 -0.2%
2184 HTZ HERTZ GLOBAL HLDGS INC COM NEW Industrials 1,161.0 $6K 0.00% NEW $5.14 +4.2%
2185 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 173.0 $6K 0.00% NEW $34.46 -27.1%
2186 CNXN PC CONNECTION INC COM Technology 103.0 $6K 0.00% NEW $57.76 +17.1%
2187 IFRA ISHARES U.S. INFRASTRUCTURE ETF 113.0 $6K 0.00% NEW $52.62 +17.7%
2188 IRIDIUM COMMUNICATIONS INC COM 340.0 $6K 0.00% NEW $17.38
2189 VVV VALVOLINE INC COM Energy 203.0 $6K 0.00% NEW $29.06 +18.3%
2190 AD UNITED STATES CELLULAR Communication Services 110.0 $6K 0.00% NEW $53.62 -4.8%
2191 VRRM VERRA MOBILITY CORP CL A COM STK Technology 263.0 $6K 0.00% NEW $22.41 -83.3%
2192 AGG ISHARES AGGREGATE BOND ETF 59.0 $6K 0.00% NEW $99.88 -1.0%
2193 ORIC ORIC PHARMACEUTICALS INC COM Healthcare 720.0 $6K 0.00% NEW $8.18 +6.3%
2194 IPI INTREPID POTASH Basic Materials 212.0 $6K 0.00% NEW $27.73 +42.2%
2195 CSW INDUSTRIALS INC COM 20.0 $6K 0.00% NEW $293.55
2196 OCWEN FINL CORP 128.0 $6K 0.00% NEW $45.79
2197 EVTC EVERTEC INC COM Technology 201.0 $6K 0.00% NEW $29.09 -17.9%
2198 IMKTA INGLES MKTS INC CL A Consumer Defensive 85.0 $6K 0.00% NEW $68.55 +30.0%
2199 REFI CHICAGO ATLANTIC REAL ESTATE F COM Real Estate 473.0 $6K 0.00% NEW $12.26 -6.7%
2200 RES RPC INC COM Energy 1,062.0 $6K 0.00% NEW $5.44 +26.1%
Page 110 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%