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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 38 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CVNA CARVANA CO CL A Consumer Cyclical 425.0 $134K 0.01% +49.0 +13.0% $314.38 -77.1%
742 RAMP LIVERAMP HLDGS INC COM Technology 5,034.0 $134K 0.01% +4K +329.9% $26.52 +42.3%
743 HEICO CORP NEW CL A 632.0 $133K 0.01% +71.0 +12.7% $211.09
744 AMP AMERIPRISE FINL INC COM Financial Services 299.0 $133K 0.01% +53.0 +21.5% $444.40 -0.3%
745 BEN FRANKLIN RES INC Financial Services 5,622.0 $133K 0.01% +3K +99.6% $23.62 +31.9%
746 LVS LAS VEGAS SANDS CORP Consumer Cyclical 2,452.0 $132K 0.01% +2K +195.1% $53.88 -5.3%
747 ASO ACADEMY SPORTS & OUTDOORS INC COM Consumer Cyclical 2,340.0 $132K 0.01% +507.0 +27.7% $56.45 -4.3%
748 OTIS OTIS WORLDWIDE CORP COM Industrials 1,712.0 $132K 0.01% +680.0 +65.9% $77.08 -7.6%
749 VST VISTRA CORP COM Utilities 877.0 $132K 0.01% +158.0 +22.0% $150.33 +5.0%
750 DAN DANA INC COM Consumer Cyclical 3,895.0 $131K 0.01% $33.65 +6.6%
751 NET CLOUDFLARE INC CL A COM Technology 635.0 $131K 0.01% +21.0 +3.4% $206.34 +13.5%
752 VNT VONTIER CORPORATION COM Technology 3,679.0 $130K 0.01% +2K +75.5% $35.47 -19.2%
753 CNC CENTENE CORP DEL Healthcare 3,981.0 $130K 0.01% -116.0 -2.8% $32.74 +79.6%
754 IEX IDEX CORP Industrials 687.0 $130K 0.01% +646.0 +1575.6% $189.55 +11.3%
755 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 3,400.0 $130K 0.01% +228.0 +7.2% $38.26 +7.5%
756 AROC ARCHROCK INC COM Energy 3,692.0 $128K 0.01% -123.0 -3.2% $34.80 -2.3%
757 STRL STERLING INFRASTRUCTURE INC COM Industrials 315.0 $128K 0.01% +78.0 +32.9% $407.27 +109.3%
758 CARG CARGURUS INC COM CL A Consumer Cyclical 3,759.0 $128K 0.01% +1K +41.7% $34.05 -10.2%
759 JAMES HARDIE INDS PLC ORD SHS 6,752.0 $128K 0.01% -433.0 -6.0% $18.94
760 CDNS CADENCE DESIGN SYSTEM INC COM Technology 459.0 $128K 0.01% +188.0 +69.4% $277.87 +35.0%
Page 38 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%