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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 56 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 KTOS KRATOS DEFENSE & SECSOLUTIONS COM Industrials 430.0 $30K 0.00% +21.0 +5.1% $70.51 -6.1%
1102 BAB POWERSHARES BUILD AMERICA BOND PORTFOLIO ETF 1,124.0 $30K 0.00% +12.0 +1.1% $26.95 -1.0%
1103 CBU COMMUNITY BANK SYSTEMS INC Financial Services 516.0 $30K 0.00% +16.0 +3.2% $58.65 +8.4%
1104 PGC PEAPACK-GLADSTONE FINL CORP COM Financial Services 859.0 $30K 0.00% +50.0 +6.2% $35.21 +21.9%
1105 ORRF ORRSTOWN FINL SVCS INC COM Financial Services 838.0 $30K 0.00% +535.0 +176.6% $36.08 +1.6%
1106 MTX MINERALS TECHNOLOGIES INC Basic Materials 426.0 $30K 0.00% +54.0 +14.5% $70.92 +9.6%
1107 TOWN TOWNEBANK PORTSMOUTH VA COM Financial Services 897.0 $30K 0.00% +66.0 +7.9% $33.67 +0.6%
1108 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 725.0 $30K 0.00% +331.0 +84.0% $41.63 -17.3%
1109 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 201.0 $30K 0.00% +65.0 +47.8% $150.00 -5.0%
1110 TFII TRANSFORCE INC COM Industrials 277.0 $30K 0.00% +161.0 +138.8% $108.51 +41.2%
1111 CENX CENTURY ALUMINUM CO Basic Materials 512.0 $30K 0.00% +4.0 +0.8% $58.69 +14.1%
1112 SEI SOLARIS ENERGY INFRAS INC COM CL A Energy 529.0 $30K 0.00% +15.0 +2.9% $56.51 +22.5%
1113 RDDT REDDIT INC CL A Communication Services 222.0 $30K 0.00% +126.0 +131.2% $134.65 +21.7%
1114 SCSC SCANSOURCE INC Technology 822.0 $30K 0.00% +194.0 +30.9% $36.30 +25.7%
1115 LIBERTY GLOBAL PLC CL C 2,542.0 $30K 0.00% +2K +553.5% $11.73
1116 CVRX CVRX INC COM Healthcare 3,129.0 $30K 0.00% +3K +558.7% $9.46 -40.0%
1117 INTERNATIONAL BANCSHARES CORP COM 439.0 $30K 0.00% +55.0 +14.3% $67.29
1118 GRBK GREEN BRICK PARTNERS INC COM Consumer Cyclical 458.0 $30K 0.00% +223.0 +94.9% $64.45 +5.1%
1119 CVBF CVB FINANCIAL CP Financial Services 1,511.0 $29K 0.00% +175.0 +13.1% $19.39 +5.0%
1120 FWRG FIRST WATCH RESTAURANT GROUP I COM Consumer Cyclical 2,790.0 $29K 0.00% +2K +391.2% $10.48 +12.4%
Page 56 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%