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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 44 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 KEY KEYCORP COM Financial Services 5,015.0 $101K 0.01% +1K +41.1% $20.05 +6.5%
862 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 1,077.0 $100K 0.01% +58.0 +5.7% $93.08 +60.7%
863 TKR TIMKEN CO COM Industrials 996.0 $100K 0.01% +82.0 +9.0% $100.57 +26.1%
864 EL ESTEE LAUDER COMPANIES INC Consumer Defensive 1,395.0 $100K 0.01% +140.0 +11.2% $71.77 +26.1%
865 TTMI TTM TECHNOLOGIES INC Technology 1,027.0 $100K 0.01% +17.0 +1.7% $97.42 +77.0%
866 KMT KENNAMETAL INC COM Industrials 2,765.0 $100K 0.01% +392.0 +16.5% $36.13 -8.2%
867 XP XP INC CL A Financial Services 5,228.0 $100K 0.01% +1K +25.7% $19.04 -12.4%
868 TDS TELEPHONE & DATA SYS INC COM NEW Communication Services 2,347.0 $99K 0.01% $42.10 -7.2%
869 UMBF UMB FINL CORP COM Financial Services 872.0 $98K 0.01% +362.0 +71.0% $112.79 +17.1%
870 CSR CENTERSPACE COM Real Estate 1,709.0 $98K 0.01% $57.45 +16.0%
871 BRZE BRAZE INC COM CL A Technology 4,140.0 $98K 0.01% +4K +6368.8% $23.61 +3.0%
872 CBT CABOT CORP COM Basic Materials 1,295.0 $98K 0.01% $75.31 +18.2%
873 PCG PG&E CORP COM Utilities 5,548.0 $97K 0.01% +3K +140.0% $17.57 -7.0%
874 FLGB FRANKLIN FTSE UNITED KINGDOM ETF 2,803.0 $97K 0.01% $34.76 +3.4%
875 LAND GLADSTONE LD CORP COM Real Estate 9,535.0 $97K 0.01% +717.0 +8.1% $10.20 -6.6%
876 ROIV ROIVANT SCIENCES LTD SHS Healthcare 3,508.0 $97K 0.01% +53.0 +1.5% $27.70 +8.9%
877 VNOM VIPER ENERGY INC CL A Energy 2,068.0 $97K 0.01% +134.0 +6.9% $46.99 -3.7%
878 FLO FLOWERS FOODS INC Consumer Defensive 11,882.0 $97K 0.01% -6K -32.8% $8.15 -5.2%
879 OC OWENS CORNING NEW COM Industrials 894.0 $97K 0.01% -373.0 -29.4% $108.22 +17.2%
880 MAN MANPOWER INC WIS Industrials 3,278.0 $97K 0.01% +2K +86.2% $29.46 +5.6%
Page 44 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%