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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 15 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AHRT AH RLTY TR INC COM Financial Services 3,249.0 $18K 0.00% -7K -69.2% $5.50 +24.2%
282 AWR AMER STATES WTR CO COM Utilities 234.0 $18K 0.00% -187.0 -44.4% $75.62 +1.6%
283 RYN RAYONIER INC REIT Real Estate 845.0 $17K 0.00% -438.0 -34.1% $20.62 +0.6%
284 CCOI COGENT COMMUNICATIONS GROUP INC NEW Communication Services 923.0 $17K 0.00% -170.0 -15.6% $18.84 +14.8%
285 YORW YORK WTR CO COM Utilities 564.0 $17K 0.00% -577.0 -50.6% $30.45 -1.7%
286 CALM CAL-MAINE FOODS INC NEW Consumer Defensive 213.0 $17K 0.00% -568.0 -72.7% $79.15 -3.9%
287 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 173.0 $17K 0.00% -237.0 -57.8% $95.96 +12.7%
288 MNDY MONDAY COM LTD SHS Technology 238.0 $16K 0.00% -71.0 -23.0% $69.11 +10.6%
289 PFBC PREFERRED BK LOS ANGELES CA COM NEW Financial Services 181.0 $16K 0.00% -17.0 -8.6% $90.69 +4.5%
290 FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 183.0 $16K 0.00% -250.0 -57.7% $86.52 +9.6%
291 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 142.0 $15K 0.00% -606.0 -81.0% $109.10 +16.0%
292 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 100.0 $15K 0.00% -114.0 -53.3% $149.52 +13.0%
293 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 914.0 $15K 0.00% -895.0 -49.5% $16.09 -46.6%
294 BLKB BLACKBAUD INC Technology 374.0 $14K 0.00% -331.0 -47.0% $38.61 -22.2%
295 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 2,060.0 $14K 0.00% -80.0 -3.7% $6.95 +56.4%
296 LEXINGTON CORP PPTYS TR 308.0 $14K 0.00% -36.0 -10.5% $46.26
297 IBOTTA INC CLASS A COM SHS 472.0 $14K 0.00% -324.0 -40.7% $29.97
298 CNK CINEMARK HLDGS INC COM Communication Services 494.0 $14K 0.00% -341.0 -40.8% $28.52 -4.7%
299 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 149.0 $14K 0.00% -203.0 -57.7% $93.26 +12.3%
300 CVI CVR ENERGY INC Energy 407.0 $14K 0.00% -51.0 -11.1% $33.65 -4.8%
Page 15 of 23  ·  453 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%