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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 78 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 AOSL ALPHA & OMEGA SEMICONDUCTOR LTD COM USD0.002 Technology 1,415.0 $31K 0.00% +453.0 +47.1% $22.16 +104.7%
1542 CAI CARIS LIFE SCIENCES INC COM Healthcare 1,753.0 $31K 0.00% +2K +1100.7% $17.88 -6.5%
1543 NNI NELNET INC Financial Services 242.0 $31K 0.00% -4.0 -1.6% $128.96 +1.2%
1544 SEM SELECT MED HLDGS CORP COM Healthcare 1,915.0 $31K 0.00% +31.0 +1.6% $16.29 +1.3%
1545 HAE HAEMONETICS CORP Healthcare 553.0 $31K 0.00% +49.0 +9.7% $56.36 +20.3%
1546 TH TARGET HOSPITALITY CORP COM Industrials 3,345.0 $31K 0.00% -22.0 -0.7% $9.28 +87.1%
1547 CRVL CORVEL CORP Financial Services 568.0 $31K 0.00% +305.0 +116.0% $54.65 +13.0%
1548 LYB LYONDELLBASELL Basic Materials 383.0 $31K 0.00% +218.0 +132.1% $80.56 -17.3%
1549 MCHP MICROCHIP TECHNOLOGY INC Technology 476.0 $31K 0.00% +134.0 +39.2% $64.61 +46.5%
1550 ANNALY CAPITAL MANAGEMENT INC 1,454.0 $31K 0.00% +549.0 +60.7% $21.15
1551 FELE FRANKLIN ELEC INC COM Industrials 333.0 $31K 0.00% +126.0 +60.9% $92.17 +6.7%
1552 CENTA CENTRAL GARDEN & PET A Consumer Defensive 945.0 $31K 0.00% +102.0 +12.1% $32.42 +5.3%
1553 TSCO TRACTOR SUPPLY CO Consumer Cyclical 676.0 $31K 0.00% -240.0 -26.2% $45.30 -30.4%
1554 SMCI SUPER MICRO COMPUTER INC Technology 1,344.0 $31K 0.00% +243.0 +22.1% $22.77 +102.4%
1555 TRN TRINITY INDS INC COM Industrials 951.0 $31K 0.00% +720.0 +311.7% $32.18 +0.8%
1556 WGS GENEDX HOLDINGS CORP COM CL A Healthcare 476.0 $31K 0.00% +21.0 +4.6% $64.22 -19.0%
1557 NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 2,355.0 $31K 0.00% +182.0 +8.4% $12.98 +3.4%
1558 TEX TEREX CORP NEW COM Industrials 517.0 $31K 0.00% +398.0 +334.4% $59.10 -1.6%
1559 BZH BEAZER HOMES USA INCCOM NEW Consumer Cyclical 1,582.0 $30K 0.00% +342.0 +27.6% $19.24 +32.0%
1560 WTTR SELECT WATER SOLUTIONS INC CL A COM Utilities 1,985.0 $30K 0.00% $15.30 +17.2%
Page 78 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%