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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 11 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CRM SALESFORCE COM Technology 3,515.0 $656K 0.07% +382.0 +12.2% $186.67 -4.1%
202 PHM PULTE GROUP INC COM Consumer Cyclical 5,546.0 $652K 0.06% -618.0 -10.0% $117.61 +0.2%
203 DB DEUTSCHE BK AG NAMEN AKT Financial Services 21,795.0 $649K 0.06% +5K +33.6% $29.78 +12.5%
204 NEE NEXTERA ENERGY INC COM Utilities 6,967.0 $647K 0.06% +2K +45.9% $92.88 -5.6%
205 BND VANGUARD TOTAL BOND MARKET ETF 8,783.0 $647K 0.06% +3K +64.9% $73.64 -0.6%
206 EA ELECTRONICS ARTS Communication Services 3,142.0 $641K 0.06% +1K +71.1% $203.87 -1.3%
207 TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD Technology 1,895.0 $640K 0.06% +98.0 +5.5% $337.95 +22.0%
208 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 1,298.0 $638K 0.06% +297.0 +29.7% $491.53 -8.8%
209 IX ORIX CORP SPONSORED ADR Financial Services 21,136.0 $634K 0.06% +4K +21.6% $29.99 +33.1%
210 SNY SANOFI SA Healthcare 12,996.0 $626K 0.06% +3K +29.2% $48.18 -8.4%
211 ITW ILLINOIS TOOL WKS INC COM Industrials 2,386.0 $621K 0.06% +905.0 +61.1% $260.29 -3.8%
212 JBHT JB HUNT TRANSPORT SERVICES Industrials 2,924.0 $620K 0.06% +800.0 +37.7% $211.90 +26.3%
213 SNA SNAP ON INC COM Industrials 1,699.0 $617K 0.06% +503.0 +42.1% $363.22 +2.4%
214 DIS DISNEY WALT CO COM Communication Services 6,363.0 $613K 0.06% +1K +20.5% $96.38 +7.2%
215 ULTA ULTA SALON COSMETICS & FRAGRANCE INC COM Consumer Cyclical 1,173.0 $613K 0.06% +19.0 +1.6% $522.71 -1.3%
216 TNL WYNDHAM WORLDWIDE CORP Consumer Cyclical 8,682.0 $601K 0.06% +2K +27.4% $69.19 -3.6%
217 SONY SONY GROUP CORP SPONSORED ADR Technology 28,787.0 $596K 0.06% $20.70 +7.1%
218 WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR Energy 24,927.0 $595K 0.06% +2K +6.9% $23.88 -5.4%
219 ZM ZOOM COMMUNICATIONS INC CL A Technology 7,401.0 $595K 0.06% -3K -26.0% $80.39 +31.4%
220 MCK MCKESSON CORP Healthcare 686.0 $594K 0.06% +106.0 +18.3% $865.36 -12.8%
Page 11 of 139  ·  2,777 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%