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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 49 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 363.0 $64K 0.01% NEW $176.47 -3.4%
962 DTM DT MIDSTREAM INC COMMON STOCK Energy 535.0 $64K 0.01% NEW $119.68 +18.1%
963 FE FIRSTENERGY CORP Utilities 1,426.0 $64K 0.01% NEW $44.77 +3.9%
964 TDG TRANSDIGM GROUP INC COM DELAWARE Industrials 48.0 $64K 0.01% NEW $1329.85 -5.2%
965 BERKSHIRE HILLS BANCORP INC 2,415.0 $64K 0.01% NEW $26.37
966 UI UBIQUITI INC COM Technology 115.0 $64K 0.01% NEW $553.35 +5.4%
967 MLM MARTIN MARIETTA MATLS INC Basic Materials 102.0 $64K 0.01% NEW $622.66 -5.2%
968 OTEX OPEN TEXT CORP COM Technology 1,949.0 $63K 0.01% NEW $32.58 -27.6%
969 KBR KBR INC Industrials 1,576.0 $63K 0.01% NEW $40.20 -13.8%
970 IONQ IONQ INC COM Technology 1,411.0 $63K 0.01% NEW $44.87 +52.4%
971 PLUS EPLUS INC Technology 721.0 $63K 0.01% NEW $87.70 -9.8%
972 STRA STRAYER EDUCATION INC Consumer Defensive 786.0 $63K 0.01% NEW $80.20 -4.1%
973 ADC AGREE RLTY CORP Real Estate 875.0 $63K 0.01% NEW $72.03 +2.5%
974 LIBERTY LIVE HOLDINGS INC COM SHS SER C 751.0 $62K 0.01% NEW $83.16
975 MKL MARKEL CORP HOLDING CO Financial Services 29.0 $62K 0.01% NEW $2149.66 -13.7%
976 KN KNOWLES CORP Technology 2,908.0 $62K 0.01% NEW $21.43 +75.2%
977 CALM CAL-MAINE FOODS INC NEW Consumer Defensive 781.0 $62K 0.01% NEW $79.57 -4.9%
978 WCN WASTE CONNECTIONS INC Industrials 353.0 $62K 0.01% NEW $175.61 -14.6%
979 WASHINGTON REAL ESTATE INVT TR 3,559.0 $62K 0.01% NEW $17.40
980 URBN URBAN OUTFITTERS INC Consumer Cyclical 821.0 $62K 0.01% NEW $75.26 -2.4%
Page 49 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%