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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 2 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KLAC KLA-TENCOR CORP Technology 8,371.0 $2.5M 0.23% +7K +709.6% $301.71 -37.9%
22 HSBC HSBC HOLDINGS PLC SPONS ADR Financial Services 19,118.0 $1.8M 0.16% +421.0 +2.2% $95.09 +7.6%
23 NVS NOVARTIS AG ADR Healthcare 10,771.0 $1.7M 0.15% +501.0 +4.9% $156.72 +2.3%
24 RY ROYAL BK CDA COM Financial Services 8,138.0 $1.7M 0.15% +275.0 +3.5% $206.97 +0.3%
25 HWM HOWMET AEROSPACE INC COM Industrials 5,593.0 $1.5M 0.14% +245.0 +4.6% $268.86 +5.4%
26 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 31,265.0 $1.5M 0.13% +1K +3.9% $47.97 -0.5%
27 UNH UNITEDHEALTH GROUP Healthcare 3,565.0 $1.5M 0.13% +633.0 +21.6% $415.63 -6.5%
28 MNST MONSTER BEVERAGE CORP Consumer Defensive 15,319.0 $1.5M 0.13% +1K +8.7% $96.12 -50.7%
29 GS GOLDMAN SACHS GROUP INC Financial Services 1,456.0 $1.5M 0.13% +98.0 +7.2% $1011.04 +1.0%
30 PG PROCTER & GAMBLE CO COM Consumer Defensive 9,931.0 $1.5M 0.13% +251.0 +2.6% $146.64 -1.5%
31 CMI CUMMINS INC COM Industrials 1,987.0 $1.4M 0.13% +43.0 +2.2% $713.21 -14.7%
32 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 16,718.0 $1.4M 0.12% +255.0 +1.6% $83.31 +10.8%
33 BK BANK OF NY MELLON CORP COM Financial Services 9,338.0 $1.4M 0.12% +1K +13.7% $144.61 -1.9%
34 KO COCA COLA CO COM Consumer Defensive 16,522.0 $1.3M 0.12% +950.0 +6.1% $81.27 +11.2%
35 TD TORONTO DOMINION BK ONT COM NEW Financial Services 10,887.0 $1.3M 0.12% +508.0 +4.9% $121.43 -2.5%
36 SAN BANCO SANTANDER CENT HISP Financial Services 95,581.0 $1.3M 0.12% +1K +1.5% $13.80 +2.5%
37 AVES AVANTIS EMERGING MARKETS VALUE ETF 19,047.0 $1.2M 0.11% +7K +54.4% $65.60 -0.8%
38 CL COLGATE PALMOLIVE CO COM Consumer Defensive 13,410.0 $1.2M 0.11% +2K +16.0% $91.68 -0.9%
39 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 47,872.0 $1.2M 0.11% +964.0 +2.1% $25.06 +13.8%
40 SNDK SANDISK CORP COM Technology 527.0 $1.2M 0.11% +13.0 +2.5% $2273.73 -31.0%
Page 2 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 34.9%
Financial Services 17.3%
Industrials 10.3%
Healthcare 8.4%
Consumer Cyclical 8.3%
Communication Services 5.4%
Energy 3.8%
Consumer Defensive 3.7%
Real Estate 2.8%
Utilities 2.6%