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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 27 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EHC ENCOMPASS HEALTH CORP COM Healthcare 1,740.0 $185K 0.02% NEW $106.14 -1.7%
522 LEA LEAR CORP COM NEW Consumer Cyclical 1,611.0 $185K 0.02% NEW $114.60 +27.2%
523 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 962.0 $184K 0.02% NEW $191.10 -16.4%
524 DG DOLLAR GEN CORP Consumer Defensive 1,380.0 $183K 0.02% NEW $132.77 -21.4%
525 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 1,263.0 $183K 0.02% NEW $144.83 -3.1%
526 TRP TC ENERGY CORP COM Energy 3,297.0 $182K 0.02% NEW $55.13 +23.7%
527 NETL NETLEASE CORPORATE REAL ESTATE ETF 7,649.0 $181K 0.02% NEW $23.73 +12.1%
528 MTCH MATCH GROUP INC NEW COM Communication Services 5,618.0 $181K 0.02% NEW $32.29 +11.8%
529 IWM ISHARES RUSSELL 2000 ETF 736.0 $181K 0.02% NEW $246.03 +18.0%
530 L LOEWS CORP COM Financial Services 1,714.0 $181K 0.02% NEW $105.31 +1.6%
531 NI NISOURCE INC COM Utilities 4,311.0 $180K 0.02% NEW $41.76 +13.7%
532 CBRE CBRE GROUP INC A Real Estate 1,116.0 $179K 0.02% NEW $160.79 -19.1%
533 TS TENARIS S A SPONSORED ADS Energy 4,661.0 $179K 0.02% NEW $38.45 +57.8%
534 EART GLOBAL X DISRUPTIVE MATERIALS ETF 6,450.0 $179K 0.02% NEW $27.78 +16.6%
535 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS Financial Services 3,269.0 $178K 0.02% NEW $54.59 -11.9%
536 IWN ISHARES RUSSELL 2000 VALUE 981.0 $178K 0.02% NEW $181.21 +18.5%
537 AON AON CORP Financial Services 502.0 $177K 0.02% NEW $352.88 -9.7%
538 VRT VERTIV HOLDINGS CO COM CL A Industrials 1,092.0 $177K 0.02% NEW $162.01 +97.4%
539 BA BOEING CO COM Industrials 802.0 $174K 0.02% NEW $217.00 +3.4%
540 TRV TRAVELERS COMPANIES INC COM Financial Services 599.0 $174K 0.02% NEW $290.06 +3.4%
Page 27 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%