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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 14 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JBHT JB HUNT TRANSPORT SERVICES Industrials 2,124.0 $413K 0.05% NEW $194.34 +37.7%
262 SNA SNAP ON INC COM Industrials 1,196.0 $412K 0.05% NEW $344.60 +8.0%
263 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 1,677.0 $407K 0.05% NEW $242.82 +5.2%
264 PFE PFIZER INC COM Healthcare 16,295.0 $406K 0.05% NEW $24.90 +3.8%
265 RYANAIR HOLDINGS PLC SPONSORED ADR 5,556.0 $401K 0.05% NEW $72.19
266 IWR ISHARES RUSSELL MIDCAP ETF 4,144.0 $399K 0.05% NEW $96.27 +11.0%
267 LIN LINDE PLC SHS Basic Materials 934.0 $398K 0.05% NEW $426.39 +20.8%
268 DFAS DIMENSIONAL U.S. SMALL CAP ETF 5,704.0 $397K 0.05% NEW $69.67 +13.0%
269 NOW SERVICENOW INC COM Technology 2,580.0 $395K 0.05% NEW $153.19 -34.8%
270 BND VANGUARD TOTAL BOND MARKET ETF 5,326.0 $394K 0.05% NEW $74.07 -1.2%
271 BX BLACKSTONE GROUP LP Financial Services 2,557.0 $394K 0.05% NEW $154.14 -23.4%
272 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 2,793.0 $393K 0.05% NEW $140.83 +9.6%
273 VGK VANGUARD EUROPEAN 4,704.0 $393K 0.05% NEW $83.61 +7.1%
274 DT DYNATRACE INC COM NEW Technology 9,044.0 $392K 0.05% NEW $43.34 -6.3%
275 ESS ESSEX PPTY TR REIT Real Estate 1,496.0 $391K 0.05% NEW $261.68 +6.0%
276 BLD TOPBUILD CORP COM Industrials 934.0 $390K 0.05% NEW $417.19 -0.9%
277 MO ALTRIA GROUP INC COM Consumer Defensive 6,752.0 $389K 0.05% NEW $57.66 +25.5%
278 PCTY PAYLOCITY HLDG CORP COM Technology 2,545.0 $388K 0.05% NEW $152.50 -28.1%
279 AER AERCAP HOLDINGS NV SHS Industrials 2,696.0 $388K 0.05% NEW $143.76 -2.5%
280 MAS MASCO CORP COM Industrials 6,063.0 $385K 0.05% NEW $63.46 +8.6%
Page 14 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%