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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 12 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FTS FORTIS INC COM Utilities 10,609.0 $592K 0.06% +879.0 +9.0% $55.79 +1.5%
222 ESS ESSEX PPTY TR REIT Real Estate 2,440.0 $590K 0.06% +944.0 +63.1% $242.00 +14.6%
223 WDC WESTERN DIGITAL CORP COM Technology 2,160.0 $584K 0.06% -468.0 -17.8% $270.49 +79.0%
224 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 72,892.0 $579K 0.06% +8K +11.7% $7.94 +16.4%
225 COP CONOCOPHILLIPS COM Energy 4,358.0 $575K 0.06% +2K +78.1% $132.00 -11.7%
226 GWRE GUIDEWIRE SOFTWARE INC COM Technology 3,829.0 $573K 0.06% +3K +468.1% $149.56 -8.2%
227 FERROVIAL SE ORD SHS 8,932.0 $571K 0.06% +2K +24.7% $63.96
228 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 5,987.0 $567K 0.06% +971.0 +19.4% $94.75 +22.2%
229 SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 21,503.0 $566K 0.06% +1K +6.0% $26.30 -1.7%
230 ED CONSOLIDATED EDISON INC COM Utilities 4,987.0 $564K 0.06% +2K +56.8% $113.19 -4.9%
231 BMO BANK OF MONTREAL Financial Services 4,163.0 $563K 0.06% +877.0 +26.7% $135.34 +19.6%
232 ADSK AUTODESK INC Technology 2,341.0 $560K 0.06% $239.40 -0.5%
233 QCOM QUALCOMM INC COM Technology 4,351.0 $560K 0.06% -867.0 -16.6% $128.78 +93.2%
234 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 11,925.0 $560K 0.06% $46.95 -0.5%
235 INTU INTUIT INC Technology 1,286.0 $556K 0.06% +329.0 +34.4% $432.55 -29.6%
236 CRH PLC ORD 5,275.0 $555K 0.06% +629.0 +13.5% $105.12
237 DD DUPONT DE NEMOURS INC COM Basic Materials 12,080.0 $553K 0.06% +4K +52.5% $45.80 +8.0%
238 EBAY EBAY INC Consumer Cyclical 6,027.0 $549K 0.05% +3K +132.1% $91.01 +26.7%
239 UBER UBER TECHNOLOGIES INC COM Technology 7,574.0 $545K 0.05% +456.0 +6.4% $71.93 -2.5%
240 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,687.0 $541K 0.05% +117.0 +7.5% $320.55 -2.9%
Page 12 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%