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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 129 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 MUSI AMERICAN CENTURY MULTISECTOR INCOME ETF 16.0 $707.0 NEW $44.19 -1.3%
2562 TSEM TOWER SEMICONDUCTOR LTD SHS NEW Technology 6.0 $705.0 NEW $117.50 +145.6%
2563 INTL GAME TECHNOLOGY 45.0 $697.0 NEW $15.49
2564 NGNE NEUROGENE INC COM Healthcare 33.0 $680.0 NEW $20.61 +31.5%
2565 CRCT CRICUT INC COM CL A Technology 134.0 $663.0 NEW $4.95 -18.3%
2566 TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 16.0 $644.0 NEW $40.25 -2.1%
2567 CLVT CLARIVATE PLC ORD SHS Technology 190.0 $635.0 NEW $3.34 -25.2%
2568 ACT ENACT HLDGS INC COM Financial Services 16.0 $634.0 NEW $39.62 +8.3%
2569 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 59.0 $616.0 NEW $10.44 -4.2%
2570 VTS VITESSE ENERGY INC COMMON STOCK Energy 32.0 $616.0 NEW $19.25 -5.9%
2571 SAIL SAILPOINT INC COM Technology 30.0 $607.0 NEW $20.23 -21.6%
2572 MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 10.0 $605.0 NEW $60.50 +25.0%
2573 FLSP FRANKLIN SYSTEMATIC STYLE PREMIA ETF 22.0 $592.0 NEW $26.91 +0.8%
2574 APPS DIGITAL TURBINE INC COM NEW Technology 117.0 $585.0 NEW $5.00 -3.8%
2575 LAZ LAZARD INC COM Financial Services 12.0 $583.0 NEW $48.58 +0.7%
2576 OKLO OKLO INC COM CL A Utilities 8.0 $574.0 NEW $71.75 -4.3%
2577 COTY COTY INC COM CL A Consumer Defensive 183.0 $564.0 NEW $3.08 -34.1%
2578 ETH GRAYSCALE ETHEREUM MINI TRUST ETF Financial Services 20.0 $561.0 NEW $28.05 -29.9%
2579 HRMY HARMONY BIOSCIENCES HLDGS INC COM Healthcare 15.0 $561.0 NEW $37.40 -19.5%
2580 ABR ARBOR REALTY TRUST INC COM Real Estate 72.0 $559.0 NEW $7.76 -30.1%
Page 129 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%