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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 107 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 RUM RUMBLE INC COM CL A Technology 2,055.0 $10K 0.00% NEW $5.10 +80.2%
2122 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 283.0 $10K 0.00% NEW $37.02 +16.5%
2123 SYBT STOCK YDS BANCORP INC COM Financial Services 157.0 $10K 0.00% +7.0 +4.7% $66.29 +8.2%
2124 UTZ UTZ BRANDS INC COM CL A Consumer Defensive 1,313.0 $10K 0.00% -3K -68.2% $7.92 -7.6%
2125 BMI BADGER METER INC COM Technology 68.0 $10K 0.00% -6.0 -8.1% $152.35 -18.7%
2126 OXM OXFORD INDS INC COM Consumer Cyclical 269.0 $10K 0.00% -62.0 -18.7% $38.51 +15.9%
2127 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 54.0 $10K 0.00% $191.81 +12.3%
2128 KURA KURA ONCOLOGY INC COM Healthcare 1,272.0 $10K 0.00% $8.13 +25.5%
2129 CLDT CHATHAM LODGING TR COM Real Estate 1,311.0 $10K 0.00% +148.0 +12.7% $7.87 +37.9%
2130 INSP INSPIRE MED SYS INC COM Healthcare 200.0 $10K 0.00% +84.0 +72.4% $51.58 -19.8%
2131 DSP VIANT TECHNOLOGY INC COM CL A Technology 917.0 $10K 0.00% +705.0 +332.6% $11.20 +13.6%
2132 MOH MOLINA HEALTHCARE INC Healthcare 77.0 $10K 0.00% +47.0 +156.7% $133.30 +30.2%
2133 BJRI BJ'S RESTAURANTS Consumer Cyclical 292.0 $10K 0.00% $35.10 +34.0%
2134 WABC WESTAMERICA BANCORP Financial Services 196.0 $10K 0.00% +12.0 +6.5% $52.15 +6.4%
2135 NVAX NOVAVAX INC COM NEW Healthcare 1,255.0 $10K 0.00% +586.0 +87.6% $8.14 +34.8%
2136 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 222.0 $10K 0.00% -1K -86.6% $45.89 -3.2%
2137 CBSH COMMERCE BANCSHARES INC COM Financial Services 206.0 $10K 0.00% $49.20 +6.1%
2138 LOCO EL POLLO LOCO HLDGS INC COM Consumer Cyclical 731.0 $10K 0.00% +436.0 +147.8% $13.86 +7.3%
2139 SOFI SOFI TECHNOLOGIES INC COM Financial Services 638.0 $10K 0.00% +82.0 +14.8% $15.88 +14.7%
2140 GTLB GITLAB INC CLASS A COM Technology 466.0 $10K 0.00% +443.0 +1926.1% $21.64 +43.5%
Page 107 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%