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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 5 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FNKO FUNKO INC COM CL A Consumer Cyclical 1,418.0 $4K NEW $3.15 +67.3%
82 BBBY BED BATH & BEYOND INC COM Consumer Cyclical 922.0 $4K NEW $4.64 +28.9%
83 CBRL CRACKER BARREL INC Consumer Cyclical 147.0 $4K NEW $28.11 +18.5%
84 PKX POSCO HOLDINGS INC SPONSORED ADR Basic Materials 69.0 $4K NEW $58.49 +29.0%
85 LBRT LIBERTY ENERGY INC COM CL A Energy 134.0 $4K NEW $28.80 +10.9%
86 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 30.0 $4K NEW $125.47 +3.2%
87 TEM TEMPUS AI INC CL A Healthcare 81.0 $4K NEW $45.22 +3.2%
88 SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD Financial Services 59.0 $4K NEW $61.32 +5.3%
89 JAKK JAKKS PACIFIC INC Consumer Cyclical 178.0 $4K NEW $19.92 +11.8%
90 CECO CECO ENVIRONMENTAL CORP COM Industrials 59.0 $4K NEW $59.58 +50.8%
91 APEI AMERICAN PUB ED INC COM Consumer Defensive 59.0 $3K NEW $56.88 -7.4%
92 WULF TERAWULF INC COM Financial Services 226.0 $3K NEW $14.43 +58.2%
93 CEVA CEVA INC ISIN #US1572101053 SEDOL #3203215 Technology 172.0 $3K NEW $18.68 +123.7%
94 RDY DR REDDYS LABS LTD ADR Healthcare 227.0 $3K NEW $13.85 -0.7%
95 LGN LEGENCE CORP CL A Industrials 55.0 $3K NEW $56.45 +54.0%
96 VITL VITAL FARMS INC COM Consumer Defensive 218.0 $3K NEW $14.12 -30.1%
97 DOMO DOMO INC COM CL B Technology 1,001.0 $3K NEW $3.06 +22.6%
98 PEBO PEOPLES BANCORP INC COM Financial Services 93.0 $3K NEW $32.87 +6.3%
99 LKFN LAKELAND FINL CORP COM Financial Services 51.0 $3K NEW $57.37 +5.8%
100 TFSL TFS FINL CORP Financial Services 204.0 $3K NEW $14.05 +13.9%
Page 5 of 12  ·  225 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%