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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.0B AUM 2,777 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New 1584 Added 453 Reduced 86 Exited
Page 100 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 AGIO AGIOS PHARMACEUTICALS INC COM Healthcare 418.0 $14K 0.00% +326.0 +354.4% $33.83 -13.1%
1982 AIP ARTERIS INC COM Technology 860.0 $14K 0.00% $16.44 +118.7%
1983 CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK Healthcare 659.0 $14K 0.00% $21.45 +15.9%
1984 JAMES RIV GROUP LTD COM SHS 2,239.0 $14K 0.00% +671.0 +42.8% $6.30
1985 CNK CINEMARK HLDGS INC COM Communication Services 494.0 $14K 0.00% -341.0 -40.8% $28.52 -1.8%
1986 SRPT SAREPTA THERAPEUTICS INC COM Healthcare 646.0 $14K 0.00% +24.0 +3.9% $21.76 -17.9%
1987 WYNN WYNN RESORTS LTD Consumer Cyclical 137.0 $14K 0.00% +6.0 +4.6% $101.55 -0.3%
1988 EBF ENNIS INC COM Industrials 649.0 $14K 0.00% $21.42 -4.5%
1989 MLYS MINERALYS THERAPEUTICS INC COM Healthcare 513.0 $14K 0.00% $27.09 +16.3%
1990 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 149.0 $14K 0.00% -203.0 -57.7% $93.26 +11.8%
1991 GSBC GREAT SOUTHN BANCORP INC COM Financial Services 220.0 $14K 0.00% $63.13 +13.7%
1992 FRME FIRST MERCHANTS CORP Financial Services 358.0 $14K 0.00% +127.0 +55.0% $38.73 +4.1%
1993 MATW MATTHEWS INTL CORP CL A Industrials 536.0 $14K 0.00% +87.0 +19.4% $25.82 +2.8%
1994 RRBI RED RIVER BANCSHARES INC COM Financial Services 153.0 $14K 0.00% $90.44 +0.5%
1995 NTNX NUTANIX INC CL A Technology 364.0 $14K 0.00% +147.0 +67.7% $38.01 +37.0%
1996 FSLR FIRST SOLAR INC Energy 70.0 $14K 0.00% +33.0 +89.2% $197.26 +55.5%
1997 CVI CVR ENERGY INC Energy 407.0 $14K 0.00% -51.0 -11.1% $33.65 -1.3%
1998 WAY WAYSTAR HLDG CORP COM Technology 567.0 $14K 0.00% NEW $24.11 -17.4%
1999 SOUN SOUNDHOUND AI INC CLASS A COM Technology 1,988.0 $14K 0.00% +2K +371.1% $6.87 +31.0%
2000 TWST TWIST BIOSCIENCE CORP COM Healthcare 287.0 $14K 0.00% +181.0 +170.8% $47.52 +40.7%
Page 100 of 139  ·  2,777 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 32.3%
Financial Services 18.0%
Industrials 10.1%
Consumer Cyclical 8.8%
Healthcare 8.5%
Communication Services 5.6%
Energy 4.7%
Consumer Defensive 4.0%
Real Estate 2.7%
Utilities 2.7%