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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 19 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SPB SPECTRUM BRANDS HLDGS INC NEW COM Consumer Defensive 5,081.0 $300K 0.04% NEW $59.08 +32.7%
362 ARGX ARGENX SE SPONSORED ADR Healthcare 356.0 $299K 0.04% NEW $840.95 -2.3%
363 TTWO TAKE-TWO INTERACTIVESOFTWRE Communication Services 1,166.0 $299K 0.04% NEW $256.03 -13.4%
364 AEM AGNICO EAGLE MINES LTD COM Basic Materials 1,757.0 $298K 0.04% NEW $169.53 +4.1%
365 CRWD CROWDSTRIKE HLDGS INC CL A Technology 632.0 $296K 0.04% NEW $468.76 +38.6%
366 A AGILENT TECH INC Healthcare 2,177.0 $296K 0.04% NEW $136.07 -14.8%
367 WAL WESTERN ALLIANCE BANCORP Financial Services 3,508.0 $295K 0.04% NEW $84.07 -6.6%
368 URI UNITED RENTALS INC COM Industrials 364.0 $295K 0.04% NEW $809.32 +22.1%
369 RHI ROBERT HALF INC. COM Industrials 10,808.0 $294K 0.04% NEW $27.16 -1.7%
370 GAP GAP INC Consumer Cyclical 11,464.0 $293K 0.04% NEW $25.60 -5.7%
371 ROKU ROKU INC COM CL A Communication Services 2,702.0 $293K 0.04% NEW $108.49 +20.9%
372 TPR COACH INC Consumer Cyclical 2,284.0 $292K 0.04% NEW $127.77 +9.3%
373 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 6,432.0 $291K 0.04% NEW $45.21 +19.6%
374 GM GENERAL MOTORS CORP Consumer Cyclical 3,564.0 $290K 0.04% NEW $81.33 +3.6%
375 FORTINET INC COM 3,648.0 $290K 0.04% NEW $79.41
376 TMUS T-MOBILE US INC COM Communication Services 1,412.0 $287K 0.04% NEW $203.04 -5.4%
377 SDY SPDR SER TR S&P DIVID ETF 2,057.0 $286K 0.04% NEW $139.16 +7.9%
378 DE DEERE & CO COM Industrials 611.0 $284K 0.04% NEW $465.57 +13.8%
379 WMB WILLIAMS COS INC COM Energy 4,725.0 $284K 0.04% NEW $60.10 +24.8%
380 TER TERADYNE INC COM Technology 1,466.0 $284K 0.04% NEW $193.56 +93.8%
Page 19 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%