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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 111 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 STWD STARWOOD PROPERTY TRUST Real Estate 497.0 $9K 0.00% +340.0 +216.6% $17.22 -0.8%
2202 XPERI INC COMMON STOCK 1,527.0 $9K 0.00% -659.0 -30.1% $5.60
2203 SCHL SCHOLASTIC CORP Communication Services 218.0 $9K 0.00% $39.06 +3.7%
2204 GKOS GLAUKOS CORP COM Healthcare 79.0 $9K 0.00% $107.66 -4.0%
2205 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 110.0 $8K 0.00% $77.19 -0.4%
2206 LFUS LITTELFUSE INC Technology 25.0 $8K 0.00% -1.0 -3.9% $339.36 +37.6%
2207 ITIC INVESTORS TITLE CO NC COM Financial Services 39.0 $8K 0.00% $217.33 +8.0%
2208 BCPC BALCHEM CORP Basic Materials 50.0 $8K 0.00% +18.0 +56.2% $169.48 -7.5%
2209 QXO QXO INC COM NEW Industrials 436.0 $8K 0.00% +153.0 +54.1% $19.42 -11.2%
2210 CYTK CYTOKINETICS INC COM NEW Healthcare 128.0 $8K 0.00% +86.0 +204.8% $65.91 +16.5%
2211 SMG SCOTTS MIRACLE GRO CO Basic Materials 137.0 $8K 0.00% +10.0 +7.9% $60.81 -3.0%
2212 BAND BANDWIDTH INC COM CL A Technology 466.0 $8K 0.00% -142.0 -23.4% $17.82 +264.6%
2213 MSEX MIDDLESEX WTR CO COM Utilities 159.0 $8K 0.00% -575.0 -78.3% $52.05 +0.9%
2214 CURB CURBLINE PPTYS CORP COM Real Estate 320.0 $8K 0.00% $25.79 +12.9%
2215 CPS COOPER-STANDARD HOLDINGS INC COM Consumer Cyclical 296.0 $8K 0.00% $27.87 +8.8%
2216 IYE ISHARES U.S. ENERGY ETF 127.0 $8K 0.00% $64.94 -7.8%
2217 MEG MONTROSE ENVIRONMENTAL GROUP I COM Industrials 376.0 $8K 0.00% +120.0 +46.9% $21.89 -27.4%
2218 HRL HORMEL FOODS CORP COM Consumer Defensive 362.0 $8K 0.00% -155.0 -30.0% $22.65 +2.6%
2219 PRAA PORTFOLIO RECOVERY ASSOCS INC Financial Services 468.0 $8K 0.00% -2K -81.9% $17.50 -12.8%
2220 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 323.0 $8K 0.00% -52.0 -13.9% $25.32 +9.5%
Page 111 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%