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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 88 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 HUDSON PACIFIC PROPERTIES INC COM 3,828.0 $23K 0.00% NEW $5.91
1742 CWST CASELLA WASTE SYS INC CL A Industrials 285.0 $23K 0.00% -135.0 -32.1% $79.34 +3.6%
1743 UDR UNITED DOMINION RLTYTR INC Real Estate 669.0 $23K 0.00% +360.0 +116.5% $33.78 +9.2%
1744 CVSA DEVRY INC-DEL Consumer Cyclical 196.0 $23K 0.00% +41.0 +26.4% $115.25 +2.2%
1745 ULH UNIVERSAL LOGISTICS HLDGS INC COM Industrials 1,068.0 $23K 0.00% +437.0 +69.3% $21.14 -24.7%
1746 VTWO VANGUARD RUSSELL 2000 ETF 225.0 $23K 0.00% $100.17 +17.1%
1747 YEXT YEXT INC COM Technology 5,862.0 $23K 0.00% +4K +162.5% $3.84 +4.7%
1748 AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW Industrials 665.0 $23K 0.00% -81.0 -10.9% $33.85 +50.5%
1749 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 340.0 $22K 0.00% +316.0 +1316.7% $66.11 +4.9%
1750 FCF FIRST COMWLTH FINL CORP P Financial Services 1,274.0 $22K 0.00% $17.58 +7.7%
1751 PPA INVESCO AEROSPACE & DEFENSE ETF 135.0 $22K 0.00% NEW $165.70 +7.2%
1752 INVA INNOVIVA INC COM Healthcare 960.0 $22K 0.00% +420.0 +77.8% $23.30 -8.1%
1753 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 431.0 $22K 0.00% +102.0 +31.0% $51.85 -3.4%
1754 OBNK ORIGIN BANCORP INC COM Financial Services 539.0 $22K 0.00% +163.0 +43.4% $41.46 -31.0%
1755 MDU MDU RES GROUP INC COM Industrials 1,078.0 $22K 0.00% +196.0 +22.2% $20.72 +1.7%
1756 JBT MAREL CORPORATION COM 174.0 $22K 0.00% $127.87
1757 ITRI ITRON INC COM Technology 248.0 $22K 0.00% +4.0 +1.6% $89.63 -8.0%
1758 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 36.0 $22K 0.00% NEW $616.03 +10.5%
1759 IPAR INTER PARFUMS INC Consumer Defensive 244.0 $22K 0.00% +11.0 +4.7% $90.84 +3.9%
1760 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 101.0 $22K 0.00% NEW $218.90 +7.6%
Page 88 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%