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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 23 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PI IMPINJ INC COM Technology 2,104.0 $216K 0.02% +13.0 +0.6% $102.70 +53.6%
442 TRV TRAVELERS COMPANIES INC COM Financial Services 732.0 $214K 0.02% +133.0 +22.2% $291.68 +2.8%
443 TRP TC ENERGY CORP COM Energy 3,415.0 $213K 0.02% +118.0 +3.6% $62.44 +9.2%
444 BURL BURLINGTON STORES INC COM Consumer Cyclical 650.0 $211K 0.02% +615.0 +1757.1% $325.38 +0.3%
445 FSV FIRSTSERVICE CORP NEW COM Real Estate 1,507.0 $209K 0.02% +1K +1199.1% $138.94 -3.0%
446 GPC GENUINE PARTS CO COM Consumer Cyclical 1,978.0 $209K 0.02% +161.0 +8.9% $105.75 -7.0%
447 PNW PINNACLE WEST CAP CORP COM Utilities 2,074.0 $209K 0.02% +569.0 +37.8% $100.75 +2.0%
448 OKE ONEOK INC NEW COM Energy 2,311.0 $209K 0.02% +1K +86.5% $90.39 -2.4%
449 FRSH FRESHWORKS INC CLASS A COM Technology 25,794.0 $207K 0.02% +25K +5912.6% $8.03 +11.8%
450 BKR BAKER HUGHES INC Energy 3,358.0 $205K 0.02% +1K +54.8% $61.05 +3.5%
451 DVA DAVITA INC COM Healthcare 1,333.0 $205K 0.02% +301.0 +29.2% $153.69 +26.8%
452 FIRST HAWAIIAN INC COM 8,302.0 $205K 0.02% +3K +67.9% $24.64
453 FRT FEDERAL REALTY INVST TR SH BEN INT NEW Real Estate 1,914.0 $203K 0.02% +1K +285.9% $106.21 +14.0%
454 CIEN CIENA CORP COM NEW Technology 523.0 $203K 0.02% +158.0 +43.3% $388.23 +49.9%
455 BWA BORG WARNER AUTOMOTIVE INC Consumer Cyclical 3,739.0 $203K 0.02% +438.0 +13.3% $54.26 +30.5%
456 ICL ICL GROUP LTD SHS Basic Materials 39,516.0 $203K 0.02% +20K +98.0% $5.13 +29.2%
457 DVN DEVON ENERGY CORP Energy 4,014.0 $202K 0.02% +1K +41.8% $50.32 -12.0%
458 ON ON SEMICONDUCTOR CORP COM Technology 3,259.0 $202K 0.02% +669.0 +25.8% $61.92 +101.7%
459 WBS WEBSTER FINL CORP CONN Financial Services 2,901.0 $201K 0.02% +455.0 +18.6% $69.42 +4.8%
460 URA GLOBAL X URANIUM ETF 4,139.0 $200K 0.02% +167.0 +4.2% $48.43 +3.6%
Page 23 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%