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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 5 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTX RTX CORPORATION COM Industrials 6,387.0 $1.2M 0.15% NEW $183.40 -2.7%
82 AMD ADVANCED MICRO DEVICES INC COM Technology 5,462.0 $1.2M 0.15% NEW $214.16 +135.0%
83 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 217.0 $1.2M 0.15% NEW $5355.33 -97.0%
84 KLAC KLA-TENCOR CORP Technology 924.0 $1.1M 0.14% NEW $1215.08 +65.5%
85 ASTRAZENECA PLC- SPONS ADR 11,981.0 $1.1M 0.14% NEW $91.93
86 RY ROYAL BK CDA COM Financial Services 6,420.0 $1.1M 0.14% NEW $170.49 +11.0%
87 ORCL ORACLE CORPORATION Technology 5,505.0 $1.1M 0.14% NEW $194.92 -1.6%
88 GS GOLDMAN SACHS GROUP INC Financial Services 1,174.0 $1.0M 0.13% NEW $879.29 +12.6%
89 CAT CATERPILLAR INC COM Industrials 1,774.0 $1.0M 0.13% NEW $572.97 +58.0%
90 AVMA AVANTIS MODERATE ALLOCATION ETF 15,247.0 $1.0M 0.13% NEW $66.31 +9.9%
91 MU MICRON TECHNOLOGY Technology 3,535.0 $1.0M 0.13% NEW $285.40 +219.1%
92 COST COSTCO WHOLESALE CORP Consumer Defensive 1,147.0 $990K 0.12% NEW $862.71 +16.3%
93 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 4,582.0 $981K 0.12% NEW $214.06 -11.1%
94 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 10,982.0 $947K 0.12% NEW $86.25 +5.6%
95 HWM HOWMET AEROSPACE INC COM Industrials 4,530.0 $929K 0.12% NEW $205.02 +27.1%
96 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED Financial Services 58,387.0 $926K 0.12% NEW $15.86 +21.6%
97 MCD MCDONALDS CORP COM Consumer Cyclical 2,991.0 $914K 0.12% NEW $305.60 -8.6%
98 EXPE EXPEDIA INC DEL COM Consumer Cyclical 3,208.0 $909K 0.11% NEW $283.31 -21.8%
99 MS MORGAN STANLEY Financial Services 5,104.0 $906K 0.11% NEW $177.53 +13.3%
100 LRGF ISHARES U.S. EQUITY FACTOR ETF 12,962.0 $900K 0.11% NEW $69.43 +8.7%
Page 5 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%