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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 97 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 PERIMETER SOLUTIONS INC COMMON STOCK 432.0 $12K 0.00% NEW $27.53
1922 ALRM ALARM COM HLDGS INC COM Technology 232.0 $12K 0.00% NEW $51.02 -13.2%
1923 REX REX AMERICAN RES Basic Materials 364.0 $12K 0.00% NEW $32.32 +44.4%
1924 MATW MATTHEWS INTL CORP CL A Industrials 449.0 $12K 0.00% NEW $26.12 +3.8%
1925 LOAR LOAR HOLDINGS INC COM SHS Industrials 172.0 $12K 0.00% NEW $68.00 -2.6%
1926 EBF ENNIS INC COM Industrials 649.0 $12K 0.00% NEW $18.01 +13.4%
1927 MBWM MERCANTILE BK CORP COM Financial Services 243.0 $12K 0.00% NEW $48.10 +8.6%
1928 CVI CVR ENERGY INC Energy 458.0 $12K 0.00% NEW $25.44 +30.7%
1929 IMAX IMAX CORP COM Communication Services 315.0 $12K 0.00% NEW $36.96 +6.1%
1930 RVMD REVOLUTION MEDICINES INC COM Healthcare 146.0 $12K 0.00% NEW $79.65 +91.0%
1931 ARHS ARHAUS INC COM CL A Consumer Cyclical 1,036.0 $12K 0.00% NEW $11.21 -39.5%
1932 LIONSGATE STUDIOS CORP COM 1,270.0 $12K 0.00% NEW $9.13
1933 MQ MARQETA INC CLASS A COM Technology 2,440.0 $12K 0.00% NEW $4.75 -17.6%
1934 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 375.0 $12K 0.00% NEW $30.85 -9.6%
1935 BJRI BJ'S RESTAURANTS Consumer Cyclical 292.0 $12K 0.00% NEW $39.40 +19.0%
1936 NWN NORTHWEST NAT HLDG CO COM Utilities 243.0 $11K 0.00% NEW $46.74 +6.7%
1937 VLUE ISHARES MSCI USA VALUE FACTOR ETF 83.0 $11K 0.00% NEW $136.73 +43.9%
1938 UDR UNITED DOMINION RLTYTR INC Real Estate 309.0 $11K 0.00% NEW $36.68 +3.6%
1939 MARA MARA HOLDINGS INC COM Financial Services 1,262.0 $11K 0.00% NEW $8.98 +56.1%
1940 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 124.0 $11K 0.00% NEW $91.38 +0.3%
Page 97 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%