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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 67 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 EPRT ESSENTIAL PPTYS RLTY TR INC COM Real Estate 1,429.0 $43K 0.00% -11.0 -0.8% $30.36 +0.8%
1322 KLIC KULICKE & SOFFA INDS INC COM Technology 660.0 $43K 0.00% +215.0 +48.3% $65.72 +55.0%
1323 HDSN HUDSON TECHNOLOGIES INC COM Basic Materials 7,370.0 $43K 0.00% -933.0 -11.2% $5.88 -9.5%
1324 PRKS UNITED PARKS & RESORTS INC COM Consumer Cyclical 1,325.0 $43K 0.00% -593.0 -30.9% $32.66 +22.9%
1325 NFG NATIONAL FUEL GAS CO COM Energy 460.0 $43K 0.00% +209.0 +83.3% $93.96 -17.7%
1326 WWW WOLVERINE WORLD WIDE INC COM Consumer Cyclical 2,646.0 $43K 0.00% $16.32 +7.6%
1327 JBGS JBG SMITH PPTYS COM Real Estate 2,951.0 $43K 0.00% -436.0 -12.9% $14.61 +0.5%
1328 SAFEHOLD INC COM 3,183.0 $43K 0.00% -453.0 -12.5% $13.53
1329 ANF ABERCROMBIE & FITCH CO CL A Consumer Cyclical 470.0 $43K 0.00% -6.0 -1.3% $91.37 -15.5%
1330 LMNR LIMONEIRA CO COM Consumer Defensive 3,198.0 $43K 0.00% +3K +2975.0% $13.42 -5.2%
1331 UUUU ENERGY FUELS INC COM NEW Energy 2,346.0 $43K 0.00% $18.25 -0.2%
1332 XPO XPO INC COM Industrials 220.0 $43K 0.00% +21.0 +10.6% $194.55 +10.1%
1333 FLGT FULGENT GENETICS INC COM Healthcare 2,691.0 $43K 0.00% +1K +84.7% $15.90 +14.1%
1334 UNF UNIFIRST CORP MASS Industrials 170.0 $43K 0.00% +13.0 +8.3% $251.59 +5.5%
1335 VIAV JDS UNIPHASE CORP Technology 1,280.0 $43K 0.00% $33.28 +45.9%
1336 VGT VANGUARD INFORMATION TECHNOLOGY ETF 61.0 $43K 0.00% $697.72 -82.6%
1337 INN SUMMIT HOTEL PPTYS COM Real Estate 9,627.0 $43K 0.00% +283.0 +3.0% $4.42 +30.5%
1338 APLS APELLIS PHARMACEUTICALS INC COM Healthcare 1,053.0 $42K 0.00% +480.0 +83.8% $40.23 +2.0%
1339 AZZ AZZ INC COM Industrials 338.0 $42K 0.00% +13.0 +4.0% $125.13 +8.3%
1340 OII OCEANEERING INTL INC Energy 1,192.0 $42K 0.00% $35.47 +7.8%
Page 67 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%