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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 12 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CAH CARDINAL HEALTH INC Healthcare 2,449.0 $503K 0.06% NEW $205.50 -2.5%
222 NVO NOVO-NORDISK A/S ADR ADR CMN Healthcare 9,884.0 $503K 0.06% NEW $50.88 -13.1%
223 SYK STRYKER CORP Healthcare 1,425.0 $501K 0.06% NEW $351.47 -10.9%
224 QRVO QORVO INC COM Technology 5,883.0 $497K 0.06% NEW $84.51 +28.1%
225 APP APPLOVIN CORP COM CL A Technology 737.0 $497K 0.06% NEW $673.82 -23.7%
226 SNY SANOFI SA Healthcare 10,058.0 $487K 0.06% NEW $48.46 -8.9%
227 DOCU DOCUSIGN INC COM Technology 7,098.0 $486K 0.06% NEW $68.40 -27.9%
228 VGSH VANGUARD SHORT-TERM TREASURY ETF 8,215.0 $482K 0.06% NEW $58.73 -0.8%
229 TNL WYNDHAM WORLDWIDE CORP Consumer Cyclical 6,813.0 $481K 0.06% NEW $70.53 -5.4%
230 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 65,283.0 $478K 0.06% NEW $7.32 +26.2%
231 MCK MCKESSON CORP Healthcare 580.0 $476K 0.06% NEW $820.29 -8.0%
232 NRG NRG ENERGY INC NEW Utilities 2,968.0 $473K 0.06% NEW $159.24 -11.8%
233 CW CURTISS WRIGHT CORP COM Industrials 848.0 $467K 0.06% NEW $551.27 +36.2%
234 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,611.0 $466K 0.06% NEW $178.59 +7.8%
235 FERROVIAL SE ORD SHS 7,164.0 $465K 0.06% NEW $64.95
236 PUK PRUDENTIAL PLC ADR Financial Services 14,939.0 $465K 0.06% NEW $31.12 -1.2%
237 E ENI S P A SPONSORED ADR Energy 12,251.0 $465K 0.06% NEW $37.94 +41.2%
238 TEL TE CONNECTIVITY LTD Technology 2,030.0 $462K 0.06% NEW $227.51 -8.3%
239 UHS UNIVERSAL HLTH SVCS Healthcare 2,108.0 $460K 0.06% NEW $218.02 -28.2%
240 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 1,783.0 $459K 0.06% NEW $257.23 -15.1%
Page 12 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%