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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 46 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 UFPI UNIVERSAL FOREST PRODS INC Basic Materials 1,011.0 $93K 0.01% +485.0 +92.2% $92.12 -11.7%
902 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 2,137.0 $92K 0.01% -3K -57.0% $43.06 -8.2%
903 POWL POWELL INDS INC COM Industrials 170.0 $92K 0.01% $541.08 -47.9%
904 WLY WILEY JOHN & SONS INC CL A Communication Services 2,410.0 $92K 0.01% +921.0 +61.9% $38.10 +11.2%
905 SSRM SSR MINING IN COM Basic Materials 3,120.0 $92K 0.01% -132.0 -4.1% $29.40 +5.9%
906 BHE BENCHMARK ELECTRS INC Technology 1,631.0 $91K 0.01% $56.06 +51.2%
907 AMKR AMKOR TECHNOLOGY INC COM Technology 2,029.0 $91K 0.01% +111.0 +5.8% $45.03 +53.3%
908 EXPAND ENERGY CORPORATION COM 830.0 $91K 0.01% +626.0 +306.9% $109.78
909 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 192.0 $91K 0.01% +65.0 +51.2% $474.56 -16.9%
910 ON24 INC COM 11,242.0 $91K 0.01% +2K +22.5% $8.10
911 DGRO ISHARES CORE DIVIDEND GROWTH ETF 1,296.0 $91K 0.01% $70.17 +6.7%
912 UI UBIQUITI INC COM Technology 115.0 $91K 0.01% $790.29 -26.1%
913 SOUTH STATE CORP COM USD2.5 982.0 $91K 0.01% +554.0 +129.4% $92.52
914 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 7,929.0 $91K 0.01% +66.0 +0.8% $11.43 +10.5%
915 PKG PACKAGING CORP AMER COM Consumer Cyclical 426.0 $90K 0.01% +42.0 +10.9% $212.22 +3.1%
916 SONO SONOS INC COM Technology 6,731.0 $90K 0.01% +1K +21.0% $13.40 +18.3%
917 SITM SITIME CORP COM Technology 261.0 $90K 0.01% +4.0 +1.6% $345.35 +107.6%
918 YELP YELP INC CL A Communication Services 3,626.0 $90K 0.01% +3K +297.1% $24.74 -7.4%
919 FTDR FRONTDOOR INC COM Consumer Cyclical 1,696.0 $90K 0.01% +303.0 +21.8% $52.86 +18.0%
920 TRMB TRIMBLE NAV LTD Technology 1,373.0 $90K 0.01% +417.0 +43.6% $65.23 -14.1%
Page 46 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%