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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 95 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 CNNE CANNAE HLDGS INC COM Consumer Cyclical 1,537.0 $17K 0.00% +1K +224.9% $11.37 +30.4%
1882 RYN RAYONIER INC REIT Real Estate 845.0 $17K 0.00% -438.0 -34.1% $20.62 +1.3%
1883 NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN Real Estate 461.0 $17K 0.00% +180.0 +64.1% $37.74 +13.0%
1884 CCOI COGENT COMMUNICATIONS GROUP INC NEW Communication Services 923.0 $17K 0.00% -170.0 -15.6% $18.84 -5.7%
1885 CARE CARTER BANKSHARES INC COM NEW Financial Services 742.0 $17K 0.00% $23.32 +17.1%
1886 TLN TALEN ENERGY CORP COM Utilities 54.0 $17K 0.00% +28.0 +107.7% $319.22 +21.2%
1887 SEMR SEMRUSH HLDGS INC CL A COM Technology 1,439.0 $17K 0.00% +306.0 +27.0% $11.94 +0.5%
1888 YORW YORK WTR CO COM Utilities 564.0 $17K 0.00% -577.0 -50.6% $30.45 -2.2%
1889 HBNC HORIZON BANCORP IND COM Financial Services 1,036.0 $17K 0.00% +281.0 +37.2% $16.57 +11.9%
1890 DOX AMDOCS LTD Technology 263.0 $17K 0.00% +84.0 +46.9% $65.26 -3.5%
1891 AMTB AMERANT BANCORP INC CL A Financial Services 773.0 $17K 0.00% +554.0 +253.0% $22.04 +3.1%
1892 FLNC FLUENCE ENERGY INC COM CL A Utilities 1,234.0 $17K 0.00% $13.76 +37.2%
1893 OVV ENCANA CORPORATION Energy 286.0 $17K 0.00% +149.0 +108.8% $59.36 -5.6%
1894 RVLV REVOLVE GROUP INC CL A Consumer Cyclical 749.0 $17K 0.00% $22.61 -13.3%
1895 IIIN INSTEEL INDS INC COM Industrials 503.0 $17K 0.00% $33.61 -18.2%
1896 CALM CAL-MAINE FOODS INC NEW Consumer Defensive 213.0 $17K 0.00% -568.0 -72.7% $79.15 -5.6%
1897 FIZZ NATIONAL BEVERAGE CORP COM Consumer Defensive 496.0 $17K 0.00% +40.0 +8.8% $33.65 +9.9%
1898 WTBA WEST BANCORPORATIONSINC Financial Services 701.0 $17K 0.00% $23.79 +0.6%
1899 PRK PARK NATL CORP Financial Services 102.0 $17K 0.00% $163.45 +5.0%
1900 NBHC NATIONAL BK HLDGS CORP CL A Financial Services 425.0 $17K 0.00% +74.0 +21.1% $39.16 +6.8%
Page 95 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%