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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 60 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 898.0 $42K 0.01% NEW $47.06 +3.2%
1182 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 2,111.0 $42K 0.01% NEW $19.99 +47.1%
1183 SMB VANECK SHORT MUNI ETF 2,411.0 $42K 0.01% NEW $17.41 -0.6%
1184 INSM INSMED INC COM PAR $.01 Healthcare 240.0 $42K 0.01% NEW $174.04 -38.2%
1185 HELE HELEN OF TROY LTD Consumer Defensive 1,963.0 $42K 0.01% NEW $21.25 +29.9%
1186 DUOL DUOLINGO INC CL A COM Technology 237.0 $42K 0.01% NEW $175.50 -35.6%
1187 TRDA ENTRADA THERAPEUTICS INC COM Healthcare 4,046.0 $42K 0.01% NEW $10.28 -31.2%
1188 ODFL OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES Industrials 265.0 $42K 0.01% NEW $156.80 +42.5%
1189 TWO HBRS INVT CORP COM 3,936.0 $41K 0.01% NEW $10.50
1190 NEU NEWMARKET CORP COM Basic Materials 60.0 $41K 0.01% NEW $687.27 +12.9%
1191 CWST CASELLA WASTE SYS INC CL A Industrials 420.0 $41K 0.01% NEW $97.94 -15.6%
1192 METALLUS INC COM 2,389.0 $41K 0.01% NEW $17.16
1193 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 510.0 $41K 0.01% NEW $80.30 -2.3%
1194 WSBF WATERSTONE FINL INC MD COM Financial Services 2,472.0 $41K 0.01% NEW $16.55 +12.7%
1195 NWS NEWS CORP NEW CL B Communication Services 1,378.0 $41K 0.01% NEW $29.63 +0.7%
1196 WNC WABASH NATL CORP COM Industrials 4,717.0 $41K 0.01% NEW $8.65 -7.5%
1197 TK TEEKAY SHIPPING CORPISIN #MHY8564W1030 Energy 4,518.0 $41K 0.01% NEW $9.03 +27.5%
1198 BMRC BANK MARIN BANCORP COM Financial Services 1,567.0 $41K 0.01% NEW $26.01 -0.2%
1199 EQIX EQUINIX INC COM Real Estate 53.0 $41K 0.01% NEW $766.15 +39.1%
1200 OSK OSHKOSH CORP COM Industrials 323.0 $41K 0.01% NEW $125.63 +3.4%
Page 60 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%