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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 72 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 JOUT JOHNSON OUTDOORS INC CL A Consumer Cyclical 793.0 $37K 0.00% $46.51 -3.8%
1422 BFS SAUL CENTERS INC Real Estate 1,129.0 $37K 0.00% +177.0 +18.6% $32.58 +6.4%
1423 BGS B&G FOODS INC CLASS A Consumer Defensive 7,637.0 $37K 0.00% -11K -59.8% $4.81 -15.0%
1424 NBR NABORS INDUSTRIES LTD SHS Energy 426.0 $37K 0.00% $86.06 +7.6%
1425 SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF 1,161.0 $36K 0.00% $31.43 -1.0%
1426 ECPG ENCORE CAPITAL GROUP INC Financial Services 520.0 $36K 0.00% +36.0 +7.4% $70.12 +14.0%
1427 FBIZ FIRST BUSINESS FINL SVCS INC W COM Financial Services 676.0 $36K 0.00% $53.93 +6.7%
1428 SAIL SAILPOINT INC COM Technology 2,751.0 $36K 0.00% +3K +9070.0% $13.24 +42.2%
1429 CRY CRYOLIFE INC 992.0 $36K 0.00% $36.62 -51.2%
1430 PXH INVESCO RAFI EMERGING MARKETS ETF 1,348.0 $36K 0.00% $26.91 +8.0%
1431 MGY MAGNOLIA OIL & GAS CORP CL A Energy 1,146.0 $36K 0.00% -2K -58.5% $31.57 -13.3%
1432 IBCP INDEPENDENT BANK CORP-MICH Financial Services 1,085.0 $36K 0.00% -133.0 -10.9% $33.30 +3.1%
1433 PAYSAFE LIMITED SHS 5,297.0 $36K 0.00% +4K +445.0% $6.81
1434 GIC GLOBAL INDUSTRIAL COMPANY COM Industrials 1,144.0 $36K 0.00% -33.0 -2.8% $31.52 -3.6%
1435 WAT WATERS CP Healthcare 121.0 $36K 0.00% -105.0 -46.5% $297.80 +28.8%
1436 LPX LOUISIANA PACIFIC Basic Materials 495.0 $36K 0.00% +141.0 +39.8% $72.75 +5.0%
1437 CMT CORE MOLDING TECHNOLOGIES INC COM Basic Materials 1,606.0 $36K 0.00% $22.40 +5.8%
1438 MGEE MGE ENERGY INC COM Utilities 464.0 $36K 0.00% +84.0 +22.1% $77.29 -2.3%
1439 EQR EQUITY RESIDENTIAL Real Estate 606.0 $36K 0.00% +438.0 +260.7% $59.15 +10.7%
1440 FLYW FLYWIRE CORPORATION COM VTG Technology 3,077.0 $36K 0.00% +681.0 +28.4% $11.64 +37.8%
Page 72 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%