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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $797M AUM 2,639 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2639 New
Page 9 of 132  ·  2,639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RL POLO RALPH LAUREN CL A CLASS A Consumer Cyclical 1,832.0 $648K 0.08% NEW $353.61 +8.0%
162 DASH DOORDASH INC CL A Communication Services 2,854.0 $646K 0.08% NEW $226.48 -32.0%
163 ISHARES MSCI INTL QUALITY FACTOR ETF 14,122.0 $642K 0.08% NEW $45.45
164 INTU INTUIT INC Technology 957.0 $634K 0.08% NEW $662.42 -54.1%
165 HCA HCA INC Healthcare 1,357.0 $634K 0.08% NEW $466.86 -15.9%
166 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 3,935.0 $633K 0.08% NEW $160.97 -34.8%
167 DB DEUTSCHE BANK A G NAMEN AKT Financial Services 16,312.0 $629K 0.08% NEW $38.56 -13.1%
168 AMAT APPLIED MATLS INC COM Technology 2,406.0 $618K 0.08% NEW $256.99 +77.0%
169 VMI VALMONT INDS INC COM Industrials 1,527.0 $614K 0.08% NEW $402.32 +31.5%
170 UNP UNION PAC CORP COM Industrials 2,654.0 $614K 0.08% NEW $231.31 +17.2%
171 AVGE AVANTIS ALL EQUITY MARKETS ETF 7,144.0 $614K 0.08% NEW $85.92 +15.3%
172 CVS CVS HEALTH CORP COM Healthcare 7,686.0 $610K 0.08% NEW $79.36 +14.3%
173 BNS BANK NOVA SCOTIA HALIFAX COM Financial Services 8,255.0 $608K 0.08% NEW $73.69 +9.1%
174 PG PROCTER AND GAMBLE CO COM Consumer Defensive 4,240.0 $608K 0.08% NEW $143.30 -0.2%
175 CASY CASEYS GEN STORES INC Consumer Cyclical 1,099.0 $607K 0.08% NEW $552.71 +46.4%
176 ETN EATON CORP PLC SHS Industrials 1,905.0 $607K 0.08% NEW $318.51 +26.6%
177 G GENPACT LIMITED Technology 12,915.0 $604K 0.08% NEW $46.78 -33.3%
178 ECL ECOLAB INC COM Basic Materials 2,298.0 $603K 0.08% NEW $262.52 -3.2%
179 DIS DISNEY WALT CO COM Communication Services 5,280.0 $601K 0.07% NEW $113.77 -9.2%
180 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 2,044.0 $600K 0.07% NEW $293.57 +6.8%
Page 9 of 132  ·  2,639 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 25.7%
Financial Services 21.4%
Consumer Cyclical 10.7%
Industrials 10.2%
Healthcare 9.6%
Communication Services 6.7%
Energy 3.9%
Consumer Defensive 3.9%
Real Estate 2.7%
Utilities 2.7%