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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 89 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 VNO VORNADO REALTY TRUST Real Estate 849.0 $22K 0.00% -251.0 -22.8% $25.99 +29.9%
1762 NECB NORTHEAST CMNTY BANCORP INC COM Financial Services 925.0 $22K 0.00% $23.80 +1.8%
1763 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 136.0 $22K 0.00% $161.73 +7.1%
1764 CENT CENTRAL GARDEN & PET CO COM Consumer Defensive 598.0 $22K 0.00% +112.0 +23.1% $36.77 +4.7%
1765 MATX MATSON INC COM Industrials 134.0 $22K 0.00% +115.0 +605.3% $163.94 +10.6%
1766 SHO SUNSTONE HOTEL INVESTORS REIT Real Estate 2,433.0 $22K 0.00% +441.0 +22.1% $9.01 +20.1%
1767 LQDT LIQUIDITY SERVICES INC Consumer Cyclical 717.0 $22K 0.00% -280.0 -28.1% $30.57 +18.4%
1768 HNI HNI CORP COM Industrials 655.0 $22K 0.00% -160.0 -19.6% $33.39 -6.6%
1769 KNSL KINSALE CAP GROUP INC COM Financial Services 64.0 $22K 0.00% +21.0 +48.8% $341.66 -10.8%
1770 CLDX CELLDEX THERAPEUTICS INC NEW COM NEW Healthcare 689.0 $22K 0.00% +37.0 +5.7% $31.72 -0.9%
1771 ALK ALASKA AIR GROUP INC COM Industrials 593.0 $22K 0.00% -734.0 -55.3% $36.78 +25.1%
1772 FLNG FLEX LNG LTD SHS Energy 733.0 $22K 0.00% $29.71 +0.2%
1773 ENPH ENPHASE ENERGY INC COM Energy 575.0 $22K 0.00% +366.0 +175.1% $37.81 +80.8%
1774 WERN WERNER ENTERPRISES INC Industrials 739.0 $22K 0.00% +557.0 +306.0% $29.41 +41.1%
1775 OTEX OPEN TEXT CORP COM Technology 977.0 $22K 0.00% -972.0 -49.9% $22.24 +7.2%
1776 XRAY DENTSPLY INTL INC (NEW) Healthcare 1,873.0 $22K 0.00% +506.0 +37.0% $11.60 -11.3%
1777 ABG ASBURY AUTOMOTIVE GROUP INC COM Consumer Cyclical 111.0 $22K 0.00% -44.0 -28.4% $195.41 -3.9%
1778 SBSI SOUTHSIDE BANCSHARES INC COM Financial Services 693.0 $22K 0.00% +153.0 +28.3% $31.09 +5.4%
1779 CRAI CRA INTERNATIONAL INC Industrials 133.0 $22K 0.00% NEW $161.88 -14.3%
1780 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 441.0 $22K 0.00% +20.0 +4.8% $48.78 -11.8%
Page 89 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%