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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 74 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 NXRT NEXPOINT RESIDENTIAL TR INC COM Real Estate 1,397.0 $35K 0.00% +973.0 +229.5% $25.00 +16.2%
1462 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 728.0 $35K 0.00% -22.0 -2.9% $47.97 +16.2%
1463 BLUE OWL CAPITAL CORPORATION COM 3,143.0 $35K 0.00% +998.0 +46.5% $11.06
1464 VECO VEECO INSTRS INC Technology 1,023.0 $35K 0.00% +226.0 +28.4% $33.86 +70.2%
1465 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 505.0 $35K 0.00% $68.57 +20.5%
1466 LOB LIVE OAK BANCSHARES INC COM Financial Services 1,046.0 $35K 0.00% +969.0 +1258.4% $33.07 +15.0%
1467 TGTX TG THERAPEUTICS INC COM Healthcare 1,041.0 $35K 0.00% +308.0 +42.0% $33.22 +14.2%
1468 RNST RENASANT CORP Financial Services 955.0 $35K 0.00% +704.0 +280.5% $36.13 +12.7%
1469 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 360.0 $34K 0.00% +16.0 +4.7% $95.60 +25.8%
1470 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 2,989.0 $34K 0.00% +2K +232.1% $11.51 +27.6%
1471 TCBI TEXAS CAPITAL BANCSHARES INC Financial Services 362.0 $34K 0.00% +85.0 +30.7% $94.88 +4.9%
1472 LOVE LOVESAC COMPANY COM Consumer Cyclical 2,324.0 $34K 0.00% +2K +10000.0% $14.77 +4.1%
1473 AESI ATLAS ENERGY SOLUTIONS INC COM NEW Energy 2,615.0 $34K 0.00% +2K +994.1% $13.12 +27.2%
1474 MWA MUELLER WTR PRODS INC COM SER A Industrials 1,247.0 $34K 0.00% +687.0 +122.7% $27.49 -8.3%
1475 VOYA VOYA FINANCIAL INC COM Financial Services 500.0 $34K 0.00% -73.0 -12.7% $68.32 +18.9%
1476 ATLANTA BRAVES HLDGS INC COM SER A 724.0 $34K 0.00% +214.0 +42.0% $47.15
1477 PAAS PAN AMERN SILVER CORP COM Basic Materials 624.0 $34K 0.00% +195.0 +45.5% $54.63 +4.3%
1478 IONQ IONQ INC COM Technology 1,182.0 $34K 0.00% -229.0 -16.2% $28.83 +150.0%
1479 EQH EQUITABLE HLDGS INC COM Financial Services 918.0 $34K 0.00% +391.0 +74.2% $37.11 +11.4%
1480 DCO DUCOMMUN INC DEL COM Industrials 279.0 $34K 0.00% $122.00 +24.8%
Page 74 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%