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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 4 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RHI ROBERT HALF INC. COM Industrials 10,186.0 $259K 0.03% -622.0 -5.8% $25.40 +6.3%
62 ISHARES MSCI INTL QUALITY FACTOR ETF 5,490.0 $254K 0.03% -9K -61.1% $46.23
63 PANW PALO ALTO NETWORKS INC COM Technology 1,573.0 $252K 0.03% -1K -48.1% $160.32 +60.1%
64 AVY AVERY DENNISON CORP COM Industrials 1,458.0 $252K 0.03% -274.0 -15.8% $172.68 -7.5%
65 MELI MERCADOLIBRE INC Consumer Cyclical 144.0 $249K 0.03% -32.0 -18.2% $1729.78 -4.7%
66 ATI ALLEGHENY TECH INC Industrials 1,712.0 $249K 0.03% -46.0 -2.6% $145.46 +16.0%
67 KR KROGER CO COM Consumer Defensive 3,327.0 $241K 0.02% -676.0 -16.9% $72.36 -10.8%
68 SBAC SBA COMMUNICATIONS CP Real Estate 1,375.0 $237K 0.02% -544.0 -28.4% $172.11 +17.2%
69 XYL XYLEM INC Industrials 1,976.0 $236K 0.02% -726.0 -26.9% $119.50 -7.7%
70 PCTY PAYLOCITY HLDG CORP COM Technology 2,154.0 $233K 0.02% -391.0 -15.4% $108.04 +1.5%
71 KRC KILROY REALTY CORP Real Estate 8,184.0 $231K 0.02% -7K -47.1% $28.21 +22.2%
72 BWXT BABCOCK COMMON STOCK Industrials 1,107.0 $226K 0.02% -23.0 -2.0% $204.42 -0.0%
73 LECO LINCOLN ELEC HLDGS INC Industrials 885.0 $220K 0.02% -125.0 -12.4% $249.08 +6.5%
74 FORTINET INC COM 2,684.0 $219K 0.02% -964.0 -26.4% $81.72
75 FMS FRESENIUS MEDICAL CARE AG Healthcare 9,678.0 $218K 0.02% -2K -15.2% $22.56 -4.3%
76 DBX DROPBOX INC CL A Technology 9,377.0 $213K 0.02% -6K -37.1% $22.72 +16.6%
77 SWKS SKYWORKS SOLUTIONS INC COM Technology 3,859.0 $207K 0.02% -3K -41.3% $53.55 +55.8%
78 AOS AO SMITH CORP. Industrials 3,091.0 $204K 0.02% -643.0 -17.2% $65.94 -11.5%
79 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 5,017.0 $198K 0.02% -624.0 -11.1% $39.44 +8.0%
80 W WAYFAIR INC CL A Consumer Cyclical 2,537.0 $191K 0.02% -134.0 -5.0% $75.21 -10.8%
Page 4 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%