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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 20 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CANADIAN PACIFIC KANSAS CITY COM 3,484.0 $273K 0.03% +1K +52.6% $78.48
382 MAR MARRIOTT INTL INC Consumer Cyclical 835.0 $273K 0.03% +226.0 +37.1% $327.07 +17.9%
383 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 761.0 $273K 0.03% +574.0 +306.9% $358.79 -12.9%
384 CEG CONSTELLATION ENERGY CORP COM Utilities 975.0 $272K 0.03% +94.0 +10.7% $279.25 +3.2%
385 AFL AFLAC INC COM Financial Services 2,477.0 $272K 0.03% +529.0 +27.2% $109.71 +4.6%
386 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 8,866.0 $267K 0.03% +2K +27.9% $30.12 +14.8%
387 ALL ALLSTATE CORP Financial Services 1,287.0 $267K 0.03% +282.0 +28.1% $207.34 +0.9%
388 ZBH ZIMMER HLDGS INC Healthcare 2,951.0 $267K 0.03% +3K +715.2% $90.42 -8.5%
389 ARW ARROW ELECTRS INC COM Technology 1,860.0 $267K 0.03% +1K +331.6% $143.41 +51.7%
390 CME CHICAGO MERCANTILE HLDGS INC Financial Services 902.0 $266K 0.03% +390.0 +76.2% $295.35 -5.5%
391 LEA LEAR CORP COM NEW Consumer Cyclical 2,178.0 $264K 0.03% +567.0 +35.2% $121.08 +20.2%
392 RACE FERRARI N V COM Consumer Cyclical 786.0 $262K 0.03% +68.0 +9.5% $333.52 -0.2%
393 LOPE GRAND CANYON ED INC COM Consumer Defensive 1,536.0 $261K 0.03% +705.0 +84.8% $170.03 -10.3%
394 SLF SUN LIFE FINANCIAL INC. COM Financial Services 4,151.0 $260K 0.03% +776.0 +23.0% $62.56 +15.9%
395 TTD THE TRADE DESK INC COM CL A Technology 11,428.0 $259K 0.03% +11K +1399.7% $22.69 -1.0%
396 CENCORA INC COM 820.0 $258K 0.03% +89.0 +12.2% $314.14
397 HIW HIGHWOODS PPTYS INC COM Real Estate 12,003.0 $257K 0.03% +9K +278.5% $21.41 +22.7%
398 RB GLOBAL INC COM 2,634.0 $252K 0.03% +1K +68.4% $95.85
399 MORN MORNINGSTAR INC Financial Services 1,488.0 $252K 0.03% +241.0 +19.3% $169.05 +3.9%
400 SPG SIMON PROPERTY GROUP INC Real Estate 1,346.0 $251K 0.03% +276.0 +25.8% $186.53 +11.2%
Page 20 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%