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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 49 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 APLS APELLIS PHARMACEUTICALS INC COM Healthcare 1,053.0 $42K 0.00% +480.0 +83.8% $40.23 +2.0%
962 AZZ AZZ INC COM Industrials 338.0 $42K 0.00% +13.0 +4.0% $125.13 +9.1%
963 CATY CATHAY GENERAL BANCORP Financial Services 847.0 $42K 0.00% +472.0 +125.9% $49.86 +15.8%
964 ADAMM ADAMAS TRUST INC. COM Financial Services 5,723.0 $42K 0.00% +385.0 +7.2% $7.36 +243.2%
965 PATK PATRICK INDS INC COM Consumer Cyclical 379.0 $42K 0.00% +331.0 +689.6% $111.07 -17.9%
966 TSEM TOWER SEMICONDUCTOR LTD SHS NEW Technology 238.0 $42K 0.00% +232.0 +3866.7% $175.48 +46.3%
967 MXL MAXLINEAR INC COM Technology 2,401.0 $42K 0.00% +187.0 +8.4% $17.39 +401.8%
968 NG NOVAGOLD RESOURCES INC NEW Basic Materials 4,645.0 $42K 0.00% +645.0 +16.1% $8.98 -5.3%
969 RLJ RLJ LODGING TR COM Real Estate 5,608.0 $42K 0.00% +3K +118.6% $7.42 +33.2%
970 HLX HELIX ENERGY SOLUTIONS GRP INC COM Energy 4,205.0 $42K 0.00% +3K +157.7% $9.89 -4.5%
971 DOV DOVER CORP COM Industrials 199.0 $41K 0.00% +34.0 +20.6% $208.45 +1.9%
972 LYV LIVE NATION, INC. Communication Services 271.0 $41K 0.00% +175.0 +182.3% $152.51 +11.3%
973 RYAN RYAN SPECIALTY HOLDINGS INC CL A Financial Services 1,222.0 $41K 0.00% +1K +1903.3% $33.74 -5.6%
974 LRN STRIDE INC COM Consumer Defensive 466.0 $41K 0.00% +193.0 +70.7% $88.17 +6.3%
975 GRFS GRIFOLS S A SP ADR REP B NVT Healthcare 5,116.0 $41K 0.00% +2K +64.4% $8.02 +0.3%
976 GPN GLOBAL PAYMENTS INC Industrials 608.0 $41K 0.00% +301.0 +98.0% $67.30 +11.4%
977 SLG SL GREEN REALTY CORP Real Estate 1,103.0 $41K 0.00% +179.0 +19.4% $36.94 +22.8%
978 THFF FIRST FINANCIAL CORPORATION COM Financial Services 643.0 $41K 0.00% +8.0 +1.3% $63.20 +10.1%
979 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 188.0 $41K 0.00% +107.0 +132.1% $215.88 -34.3%
980 FOXF FOX FACTORY HLDG CORP COM Consumer Cyclical 2,465.0 $41K 0.00% +2K +319.9% $16.46 +12.6%
Page 49 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%