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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 4 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 1,671.0 $1.8M 0.22% NEW $1069.86 +52.5%
62 CXW CORECIVIC INC COM Real Estate 86,013.0 $1.6M 0.21% NEW $19.11 +10.9%
63 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 27,228.0 $1.6M 0.20% NEW $59.54 +13.5%
64 CSCO CISCO SYS INC Technology 21,005.0 $1.6M 0.20% NEW $77.03 +53.6%
65 MA MASTERCARD INC Financial Services 2,781.0 $1.6M 0.20% NEW $570.88 -13.6%
66 IEUR ISHARES CORE MSCI EUROPE ETF 21,392.0 $1.5M 0.19% NEW $70.98 +7.6%
67 LRCX LAM RESEARCH CORP Technology 8,693.0 $1.5M 0.19% NEW $171.18 +88.5%
68 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 13,130.0 $1.5M 0.19% NEW $113.10 -34.5%
69 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 8,314.0 $1.5M 0.18% NEW $177.75 -23.2%
70 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 30,168.0 $1.4M 0.18% NEW $47.99 -0.4%
71 LOW LOWES COS INC COM Consumer Cyclical 5,783.0 $1.4M 0.17% NEW $241.16 -12.1%
72 ABBV ABBVIE INC COM Healthcare 5,988.0 $1.4M 0.17% NEW $228.49 -6.7%
73 NFLX NETFLIX COM INC Communication Services 13,781.0 $1.3M 0.16% NEW $93.76 -6.5%
74 C CITIGROUP INC Financial Services 10,668.0 $1.2M 0.16% NEW $116.69 +8.7%
75 BAC BANK AMERICA CORP COM Financial Services 22,372.0 $1.2M 0.15% NEW $55.00 -5.1%
76 CVX CHEVRON CORP NEW COM Energy 8,009.0 $1.2M 0.15% NEW $152.41 +21.2%
77 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 10,686.0 $1.2M 0.15% NEW $113.72 +15.2%
78 VT VANGUARD TOTAL WORLD STOCK ETF 8,540.0 $1.2M 0.15% NEW $141.06 +11.6%
79 HSBC HSBC HOLDINGS PLC SPONS ADR Financial Services 15,188.0 $1.2M 0.15% NEW $78.67 +19.2%
80 NVS NOVARTIS AG ADR Healthcare 8,514.0 $1.2M 0.15% NEW $137.87 +9.4%
Page 4 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%