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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.1B AUM 2,745 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 104 New 1150 Added 834 Reduced 135 Exited
Page 18 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CPA COPA HOLDINGS INC Industrials 1,197.0 $186K 0.02% +809.0 +208.5% $155.57 -16.5%
342 LENNAR CORP CL B 2,097.0 $186K 0.02% +2K +1279.6% $88.71
343 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2,606.0 $186K 0.02% +175.0 +7.2% $71.26 +3.0%
344 UMBF UMB FINL CORP COM Financial Services 1,298.0 $185K 0.02% +426.0 +48.9% $142.76 +1.7%
345 THG HANOVER INSURANCE GROUP Financial Services 861.0 $184K 0.02% +67.0 +8.4% $214.12 +4.2%
346 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 3,566.0 $184K 0.02% +454.0 +14.6% $51.60 +8.9%
347 TKR TIMKEN CO COM Industrials 1,264.0 $184K 0.02% +268.0 +26.9% $145.32 -13.9%
348 SSNC SS&C TECH HLDGS COM Technology 2,953.0 $183K 0.02% +1K +56.5% $62.05 +33.7%
349 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 1,391.0 $183K 0.02% +604.0 +76.8% $131.43 -0.7%
350 F FORD MOTOR COMPANY Consumer Cyclical 13,108.0 $182K 0.02% +1K +11.9% $13.90 +3.7%
351 FLEX FLEXTRONICS INTL LTD F Technology 1,123.0 $182K 0.02% +636.0 +130.6% $162.07 -31.9%
352 ACGL ARCH CAPITAL GROUP LTD SHS Financial Services 1,860.0 $181K 0.02% +430.0 +30.1% $97.06 +2.4%
353 FN FABRINET SHS Technology 321.0 $180K 0.02% +8.0 +2.6% $562.08 -22.3%
354 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 4,432.0 $180K 0.02% +2K +128.0% $40.68 +0.4%
355 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 5,319.0 $180K 0.02% +1K +29.8% $33.84 +4.4%
356 JAMES HARDIE INDS PLC ORD SHS 6,794.0 $178K 0.02% +42.0 +0.6% $26.18
357 VRNS VARONIS SYS INC COM Technology 4,232.0 $178K 0.02% +907.0 +27.3% $41.96 -1.7%
358 BROWN FORMAN CORP CL B 6,659.0 $177K 0.02% +1K +25.1% $26.65
359 LH LABORATORY CORP OF AMERICA Healthcare 626.0 $175K 0.02% +8.0 +1.3% $280.00 +20.1%
360 RF REGIONS FINANCIAL CORP NEW Financial Services 5,763.0 $174K 0.02% +609.0 +11.8% $30.20 +0.7%
Page 18 of 58  ·  1,150 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 35.3%
Financial Services 17.4%
Industrials 10.5%
Healthcare 8.5%
Consumer Cyclical 8.4%
Communication Services 4.3%
Energy 3.8%
Consumer Defensive 3.7%
Real Estate 2.7%
Utilities 2.7%