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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 23 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PYPL PAYPAL HLDGS INC COM Financial Services 6,470.0 $293K 0.03% +5K +357.2% $45.23 -3.3%
442 ROL ROLLINS INC COM Consumer Cyclical 5,470.0 $292K 0.03% +429.0 +8.5% $53.41 -5.7%
443 MAA MID-AMER APT CMNTYS INC Real Estate 2,391.0 $292K 0.03% +512.0 +27.2% $122.12 +7.1%
444 PSA PUBLIC STORAGE INC Real Estate 1,076.0 $291K 0.03% +598.0 +125.1% $270.88 +13.3%
445 CLS CELESTICA INC COM Technology 1,036.0 $291K 0.03% +125.0 +13.7% $281.24 +28.5%
446 WCC WESCO INTERNATIONAL INC Industrials 1,062.0 $291K 0.03% +279.0 +35.6% $273.62 +34.9%
447 TGT TARGET CORP COM Consumer Defensive 2,396.0 $290K 0.03% +466.0 +24.1% $121.20 +6.6%
448 EFV ISHARES MSCI EAFE VALUE ETF 3,905.0 $290K 0.03% $74.35 +6.3%
449 POST POST HOLDINGS INC COM Consumer Defensive 2,934.0 $290K 0.03% +1K +69.1% $98.86 -2.2%
450 LASR NLIGHT INC COM Technology 5,081.0 $290K 0.03% -36.0 -0.7% $57.02 +42.5%
451 XEL XCEL ENERGY INC COM Utilities 3,629.0 $288K 0.03% +1K +62.1% $79.44 +1.7%
452 CPT CAMDEN PPTY TR SH BEN INT Real Estate 2,947.0 $288K 0.03% +80.0 +2.8% $97.66 +11.0%
453 AXS AXIS CAPITAL HOLDINGS LTD Financial Services 2,837.0 $288K 0.03% +618.0 +27.9% $101.41 -4.6%
454 URI UNITED RENTALS INC COM Industrials 394.0 $287K 0.03% +30.0 +8.2% $728.56 +35.7%
455 BBY BEST BUY INC Consumer Cyclical 4,467.0 $287K 0.03% +763.0 +20.6% $64.20 -0.7%
456 SNN SMITH & NEPHEW PLC ADR Healthcare 8,979.0 $285K 0.03% +399.0 +4.7% $31.78 -5.2%
457 PODD INSULET CORPORATION Healthcare 1,359.0 $285K 0.03% +22.0 +1.6% $209.84 -31.1%
458 FAF FIRST AMERICAN CORP Financial Services 4,728.0 $285K 0.03% +475.0 +11.2% $60.29 +11.9%
459 PH PARKER-HANNIFIN CORP COM Industrials 317.0 $284K 0.03% +176.0 +124.8% $895.24 -4.2%
460 LEIDOS HOLDINGS INC COM 1,822.0 $283K 0.03% +59.0 +3.4% $155.52
Page 23 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%