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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 16 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SNPS SYNOPSYS INC COM Technology 884.0 $350K 0.04% +811.0 +1111.0% $396.48 +32.4%
302 CTVA CORTEVA INC COM Basic Materials 4,163.0 $348K 0.03% +1K +34.1% $83.71 -4.2%
303 HOLOGIC INC 4,596.0 $347K 0.03% +264.0 +6.1% $75.59
304 PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW Healthcare 12,625.0 $346K 0.03% +1K +9.1% $27.40 -2.6%
305 BLD TOPBUILD COR COM Industrials 982.0 $345K 0.03% +48.0 +5.1% $351.30 +18.8%
306 APP APPLOVIN CORP COM CL A Technology 862.0 $343K 0.03% +125.0 +17.0% $398.00 +43.6%
307 ES EVERSOURCE ENERGY COM Utilities 4,919.0 $341K 0.03% +1K +40.9% $69.28 +0.8%
308 KHC KRAFT HEINZ CO COM Consumer Defensive 15,142.0 $341K 0.03% +7K +84.0% $22.49 +9.3%
309 BSX BOSTON SCIENTIFIC CORP Healthcare 5,377.0 $337K 0.03% +50.0 +0.9% $62.75 -17.1%
310 EVRG EVERGY INC COM Utilities 4,112.0 $337K 0.03% +1K +55.5% $81.92 +2.9%
311 CTAS CINTAS CORP Industrials 1,987.0 $336K 0.03% +1K +120.8% $169.14 +1.1%
312 AME AMETEK INC COM Industrials 1,563.0 $335K 0.03% +394.0 +33.7% $214.36 +6.3%
313 PGR PROGRESSIVE CORP COM Financial Services 1,685.0 $334K 0.03% +565.0 +50.5% $198.24 +0.4%
314 MDB MONGODB INC CL A Technology 1,360.0 $333K 0.03% +48.0 +3.7% $244.77 +21.5%
315 HLN HALEON PLC SPON ADS Healthcare 33,068.0 $331K 0.03% +8K +29.7% $10.01 -6.5%
316 WBD DISCOVERY HLDG CO Communication Services 12,037.0 $331K 0.03% +2K +23.4% $27.46 -0.9%
317 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,128.0 $330K 0.03% +732.0 +184.8% $292.75 +33.7%
318 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 6,701.0 $328K 0.03% +269.0 +4.2% $48.93 +10.5%
319 AEIS ADVANCED ENERGY IND Industrials 1,015.0 $328K 0.03% +59.0 +6.2% $322.71 +0.8%
320 SANDISK CORP COM 514.0 $327K 0.03% +301.0 +141.3% $635.34
Page 16 of 80  ·  1,584 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%