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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 41 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 853.0 $117K 0.01% -410.0 -32.5% $137.13 +2.0%
802 IONS IONIS PHARMACEUTICALS INC COM Healthcare 1,555.0 $117K 0.01% +59.0 +3.9% $75.09 +3.3%
803 WRB BERKLEY W R CORP COM Financial Services 1,759.0 $117K 0.01% +90.0 +5.4% $66.28 -2.6%
804 TNET TRINET GROUP INC COM Industrials 3,198.0 $117K 0.01% +3K +552.6% $36.43 +28.3%
805 AMT AMERICAN TOWER CORP Real Estate 673.0 $116K 0.01% +211.0 +45.7% $172.58 +8.1%
806 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 3,616.0 $116K 0.01% +332.0 +10.1% $32.01 +1.7%
807 WTS WATTS WATER TECHNOLOGIES CL A Industrials 397.0 $115K 0.01% -32.0 -7.5% $290.29 +7.1%
808 XBI STATE STREET SPDR S&P BIOTECH ETF 900.0 $115K 0.01% $127.73 +6.4%
809 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 1,420.0 $115K 0.01% +910.0 +178.4% $80.95 -2.7%
810 DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF 3,546.0 $114K 0.01% $32.22 +6.6%
811 CLEARWAY ENERGY INC CL A 2,914.0 $114K 0.01% +167.0 +6.1% $39.17
812 KWR QUAKER HOUGHTON COM Basic Materials 916.0 $114K 0.01% +187.0 +25.6% $124.23 +17.9%
813 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 2,434.0 $114K 0.01% $46.74 +8.6%
814 SON SONOCO PRODS CO COM Consumer Cyclical 2,099.0 $114K 0.01% +316.0 +17.7% $54.09 -8.3%
815 SMURFIT WESTROCK PLC SHS 2,849.0 $114K 0.01% +2K +173.4% $39.85
816 MSTR MICROSTRATEGY INC A NEW Technology 909.0 $113K 0.01% +707.0 +350.0% $124.80 +21.3%
817 SA SEABRIDGE GOLD INC COM Basic Materials 4,000.0 $113K 0.01% $28.34 +14.3%
818 FDS FACTSET RESEARCH SYS INC Financial Services 520.0 $113K 0.01% +199.0 +62.0% $216.99 +12.6%
819 NTRA NATERA INC COM Healthcare 564.0 $113K 0.01% +207.0 +58.0% $199.99 +12.3%
820 RS RELIANCE STEEL & ALUMINUM Basic Materials 371.0 $113K 0.01% +116.0 +45.5% $303.92 +25.1%
Page 41 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%