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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 43 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 HIW HIGHWOODS PPTYS INC COM Real Estate 3,171.0 $82K 0.01% NEW $25.82 +1.3%
842 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 1,019.0 $82K 0.01% NEW $80.34 +86.2%
843 NTRA NATERA INC COM Healthcare 357.0 $82K 0.01% NEW $229.09 -2.0%
844 BGS B&G FOODS INC CLASS A Consumer Defensive 19,004.0 $82K 0.01% NEW $4.30 -3.0%
845 STC STEWART INFORMATION SVCS CORP COM Financial Services 1,163.0 $82K 0.01% NEW $70.26 -6.2%
846 EFC ELLINGTON FINANCIAL INC COM Real Estate 6,007.0 $82K 0.01% NEW $13.58 -0.3%
847 SLAB SILICON LABORATORIESINC OC COM Technology 624.0 $82K 0.01% NEW $130.70 +66.8%
848 WDFC WD 40 CO COM Basic Materials 414.0 $82K 0.01% NEW $196.90 +1.0%
849 UE URBAN EDGE PPTYS COM Real Estate 4,246.0 $81K 0.01% NEW $19.19 +18.4%
850 AMT AMERICAN TOWER CORP Real Estate 462.0 $81K 0.01% NEW $175.57 +6.3%
851 SRE SEMPRA ENERGY Utilities 918.0 $81K 0.01% NEW $88.29 +1.1%
852 REZI RESIDEO TECHNOLOGIES INC COM Industrials 2,306.0 $81K 0.01% NEW $35.12 -11.2%
853 NUE NUCOR CORP COM Basic Materials 496.0 $81K 0.01% NEW $163.11 +51.9%
854 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 1,661.0 $81K 0.01% NEW $48.60 -31.6%
855 LAND GLADSTONE LD CORP COM Real Estate 8,818.0 $81K 0.01% NEW $9.15 +4.1%
856 EEFT EURONET WORLDWIDE INC Technology 1,060.0 $81K 0.01% NEW $76.11 -4.6%
857 FTDR FRONTDOOR INC COM Consumer Cyclical 1,393.0 $80K 0.01% NEW $57.69 +6.2%
858 NAK NORTHERN DYNASTY MINERALS LTD COM Basic Materials 40,606.0 $80K 0.01% NEW $1.97 +9.3%
859 PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS Consumer Defensive 4,892.0 $80K 0.01% NEW $16.35 +52.8%
860 CGW S&P GLOBAL WATER INDEX ETF 1,266.0 $80K 0.01% NEW $63.01 -0.7%
Page 43 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%