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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 40 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SUI SUN CMNTYS INC Real Estate 744.0 $92K 0.01% NEW $123.91 +0.9%
782 ECVT ECOVYST INC COM Basic Materials 9,469.0 $92K 0.01% NEW $9.73 +37.3%
783 EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 4,298.0 $92K 0.01% NEW $21.37 -1.7%
784 ATO ATMOS ENERGY CORP Utilities 547.0 $92K 0.01% NEW $167.63 +3.2%
785 DIOD DIODES INC COM Technology 1,857.0 $92K 0.01% NEW $49.34 +122.7%
786 ASO ACADEMY SPORTS & OUTDOORS INC COM Consumer Cyclical 1,833.0 $92K 0.01% NEW $49.96 +10.3%
787 FTRE FORTREA HLDGS INC COMMON STOCK Healthcare 5,308.0 $92K 0.01% NEW $17.25 -13.0%
788 OKE ONEOK INC NEW COM Energy 1,239.0 $91K 0.01% NEW $73.50 +18.4%
789 SITM SITIME CORP COM Technology 257.0 $91K 0.01% NEW $353.19 +106.5%
790 MYRG MYR GROUP INC. Industrials 415.0 $91K 0.01% NEW $218.50 +119.2%
791 ALGT ALLEGIANT TRAVEL CO Industrials 1,063.0 $91K 0.01% NEW $85.27 +6.4%
792 WDAY WORKDAY INC CL A Technology 422.0 $91K 0.01% NEW $214.78 -42.0%
793 LENNAR CORP CL B 950.0 $90K 0.01% NEW $95.12
794 OTIS OTIS WORLDWIDE CORP COM Industrials 1,032.0 $90K 0.01% NEW $87.35 -18.5%
795 GSHD GOOSEHEAD INS INC COM CL A Financial Services 1,223.0 $90K 0.01% NEW $73.65 -52.2%
796 CMC COMMERCIAL METALS CO COM Basic Materials 1,295.0 $90K 0.01% NEW $69.22 +11.2%
797 DSGX DESCARTES SYS GROUP INC COM Technology 1,022.0 $90K 0.01% NEW $87.66 -18.1%
798 DGRO ISHARES CORE DIVIDEND GROWTH ETF 1,290.0 $90K 0.01% NEW $69.40 +7.6%
799 ACA ARCOSA INC COM Industrials 842.0 $90K 0.01% NEW $106.32 +19.6%
800 CINF CINCINNATI FINL CORP COM Financial Services 547.0 $89K 0.01% NEW $163.32 -2.0%
Page 40 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%