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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 65 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 MMI MARCUS & MILLICHAP INC COM Real Estate 1,742.0 $46K 0.01% +2K +1363.9% $26.59 +6.8%
1282 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 2,002.0 $46K 0.01% -109.0 -5.2% $23.08 +27.3%
1283 IVT INVENTRUST PPTYS CORP COM NEW Real Estate 1,513.0 $46K 0.01% $30.46 +9.2%
1284 RPC RIDGEPOST CAP INC CL A COM Financial Services 6,332.0 $46K 0.01% +5K +317.9% $7.26 +14.7%
1285 LW LAMB WESTON HLDGS INC COM Consumer Defensive 1,086.0 $46K 0.01% -3K -71.9% $42.26 +2.4%
1286 PANL PANGAEA LOGISTICS SOLUTION LTD SHS Industrials 6,472.0 $46K 0.01% $7.08 +6.4%
1287 GNTX GENTEX CORP Consumer Cyclical 2,096.0 $46K 0.01% -1K -41.6% $21.85 +11.4%
1288 ADC AGREE RLTY CORP Real Estate 605.0 $46K 0.00% -270.0 -30.9% $75.38 -2.5%
1289 DXPE DXP ENTERPRISES INC COM NEW Industrials 326.0 $46K 0.00% +8.0 +2.5% $139.73 +4.4%
1290 NOV NATIONAL OILWELL VARCO INC Energy 2,420.0 $46K 0.00% $18.81 +6.4%
1291 EXPI EXP WORLD HLDGS INC COM Real Estate 7,591.0 $45K 0.00% NEW $5.99 -17.4%
1292 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 800.0 $45K 0.00% +623.0 +352.0% $56.77 -17.0%
1293 ELF E L F BEAUTY INC COM Consumer Defensive 749.0 $45K 0.00% +60.0 +8.7% $60.61 -7.7%
1294 BE BLOOM ENERGY CORP COM CL A Industrials 335.0 $45K 0.00% +308.0 +1140.7% $135.49 +101.9%
1295 NSSC NAPCO SEC TECHNOLOGIES INC COM Industrials 1,145.0 $45K 0.00% $39.39 -5.7%
1296 FULT FULTON FINL CORP PA COM Financial Services 2,217.0 $45K 0.00% +1K +181.0% $20.34 +6.8%
1297 CUSHMAN AND WAKEFIELD LTD COMMON SHARES 3,669.0 $45K 0.00% +517.0 +16.4% $12.26
1298 DFH DREAM FINDERS HOMES INC COM CL A Consumer Cyclical 3,222.0 $45K 0.00% +2K +154.1% $13.92 +12.9%
1299 CNP CENTERPOINT ENERGY INC COM Utilities 1,037.0 $45K 0.00% +645.0 +164.5% $43.16 -1.9%
1300 RVMD REVOLUTION MEDICINES INC COM Healthcare 460.0 $45K 0.00% +314.0 +215.1% $97.25 +60.2%
Page 65 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%