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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 68 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 FBNC FIRST BANCORP N C COM Financial Services 635.0 $32K 0.00% NEW $50.79 +15.4%
1342 PTY PIMCO CORPORATE & INCOME OPPOR COM Financial Services 2,500.0 $32K 0.00% NEW $12.90 -7.9%
1343 SMCI SUPER MICRO COMPUTER INC Technology 1,101.0 $32K 0.00% NEW $29.27 +54.9%
1344 DOV DOVER CORP COM Industrials 165.0 $32K 0.00% NEW $195.24 +8.5%
1345 CMT CORE MOLDING TECHNOLOGIES INC COM Basic Materials 1,606.0 $32K 0.00% NEW $20.05 +23.1%
1346 INSW INTERNATIONAL SEAWAYS INC COM Energy 660.0 $32K 0.00% NEW $48.55 +58.7%
1347 DXC DXC TECHNOLOGY CO COM Technology 2,184.0 $32K 0.00% NEW $14.65 -33.2%
1348 XMTR XOMETRY INC CLASS A COM Industrials 538.0 $32K 0.00% NEW $59.42 +60.0%
1349 NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 2,173.0 $32K 0.00% NEW $14.61 -6.5%
1350 MIR MIRION TECHNOLOGIES INC COM CL A Industrials 1,355.0 $32K 0.00% NEW $23.42 -22.2%
1351 LNN LINDSAY CORPORATION Industrials 268.0 $32K 0.00% NEW $117.87 -7.2%
1352 AIZ ASSURANT INC Financial Services 131.0 $32K 0.00% NEW $240.85 +3.5%
1353 MTN VAIL RESORTS INC COM Consumer Cyclical 238.0 $32K 0.00% NEW $132.55 +2.9%
1354 OXY OCCIDENTAL PETE CORP COM Energy 767.0 $32K 0.00% NEW $41.13 +37.3%
1355 MRCY MERCURY COMPUTER SYSTEMS Industrials 432.0 $32K 0.00% NEW $73.01 +54.0%
1356 CNA CNA FINL CORP COM Financial Services 660.0 $32K 0.00% NEW $47.74 -11.2%
1357 USLM UNITED STS LIME & MINERALS INC COM Basic Materials 262.0 $31K 0.00% NEW $119.74 -4.5%
1358 CAL CALERES INC COM Consumer Cyclical 2,576.0 $31K 0.00% NEW $12.17 +20.0%
1359 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 505.0 $31K 0.00% NEW $61.86 +34.1%
1360 COHU COHU INC COM Technology 1,342.0 $31K 0.00% NEW $23.27 +126.2%
Page 68 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%