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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 67 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 EXLS EXLSERVICE HOLDINGS INC COM Technology 786.0 $33K 0.00% NEW $42.44 -31.4%
1322 NOG NORTHERN OIL & GAS INC COM Energy 1,546.0 $33K 0.00% NEW $21.47 +0.8%
1323 LITE LUMENTUM HLDGS INC COM Technology 90.0 $33K 0.00% NEW $368.59 +126.5%
1324 IOSP INNOSPEC INC Basic Materials 433.0 $33K 0.00% NEW $76.54 +8.7%
1325 ORA ORMAT TECHNOLOGIES INC COM Utilities 300.0 $33K 0.00% NEW $110.47 +23.6%
1326 EIG EMPLOYERS HOLDINGS INC Financial Services 764.0 $33K 0.00% NEW $43.17 +1.1%
1327 ALKS ALKERMES INC Healthcare 1,178.0 $33K 0.00% NEW $27.98 +52.3%
1328 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 344.0 $33K 0.00% NEW $95.70 +27.2%
1329 AGX ARGAN INC COM Industrials 105.0 $33K 0.00% NEW $313.32 +111.8%
1330 FIS FIDELITY NATL INFO SVCS Technology 494.0 $33K 0.00% NEW $66.46 -34.7%
1331 VSTS VESTIS CORPORATION COM SHS Industrials 4,912.0 $33K 0.00% NEW $6.67 +92.7%
1332 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 680.0 $33K 0.00% NEW $48.11 +10.3%
1333 NNI NELNET INC Financial Services 246.0 $33K 0.00% NEW $132.96 -1.4%
1334 ZBH ZIMMER HLDGS INC Healthcare 362.0 $33K 0.00% NEW $89.92 -8.0%
1335 GIS GENERAL MLS INC COM Consumer Defensive 698.0 $32K 0.00% NEW $46.50 -26.7%
1336 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 246.0 $32K 0.00% NEW $131.84 -36.3%
1337 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 1,645.0 $32K 0.00% NEW $19.71 -18.1%
1338 SPXC SPX TECHNOLOGIES INC COM Industrials 162.0 $32K 0.00% NEW $200.06 +8.3%
1339 CLX CLOROX CO DEL COM Consumer Defensive 321.0 $32K 0.00% NEW $100.83 -9.1%
1340 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 1,090.0 $32K 0.00% NEW $29.61 +13.3%
Page 67 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%