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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 39 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 488.0 $43K 0.00% +98.0 +25.1% $87.22 +12.9%
762 ASAN ASANA INC CL A Technology 6,042.0 $42K 0.00% +449.0 +8.0% $7.00 +39.4%
763 VIKING HOLDINGS LTD ORD SHS 403.0 $42K 0.00% +10.0 +2.5% $104.67
764 BGS B&G FOODS INC CLASS A Consumer Defensive 10,578.0 $42K 0.00% +3K +38.5% $3.98 -12.3%
765 DNLI DENALI THERAPEUTICS INC COM Healthcare 1,633.0 $42K 0.00% +157.0 +10.6% $25.72 -5.9%
766 NAVI NAVIENT CORPORATION COM Financial Services 4,855.0 $41K 0.00% +4K +552.5% $8.51 +11.3%
767 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 734.0 $41K 0.00% +6.0 +0.8% $56.07 +9.4%
768 BRX BRIXMOR PPTY GROUP INC COM Real Estate 1,301.0 $41K 0.00% +247.0 +23.4% $31.53 -6.2%
769 IPGP IPG PHOTONICS CORP COM Technology 348.0 $41K 0.00% +5.0 +1.5% $117.32 -39.7%
770 OPLN OPENLANE INC COM Consumer Cyclical 979.0 $40K 0.00% +475.0 +94.2% $41.24 -17.4%
771 JANX JANUX THERAPEUTICS INC COM Healthcare 2,615.0 $40K 0.00% +784.0 +42.8% $15.36 +21.1%
772 EIG EMPLOYERS HOLDINGS INC Financial Services 795.0 $40K 0.00% +125.0 +18.7% $50.48 -2.6%
773 GPOR GULFPORT ENERGY CORP COMMON SHARES Energy 236.0 $40K 0.00% +57.0 +31.8% $169.70 +3.4%
774 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 207.0 $40K 0.00% +16.0 +8.4% $193.23 +6.2%
775 NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 3,213.0 $40K 0.00% +858.0 +36.4% $12.44 -2.3%
776 HOG HARLEY DAVIDSON INC Consumer Cyclical 1,629.0 $40K 0.00% +1K +858.2% $24.46 +15.7%
777 FOX FOX CORP CL B COM 844.0 $40K 0.00% +251.0 +42.3% $46.84
778 LOVE LOVESAC CO COM Consumer Cyclical 2,368.0 $40K 0.00% +44.0 +1.9% $16.69 -5.0%
779 NCNO NCINO INC COM Technology 2,417.0 $40K 0.00% +2K +664.9% $16.35 +28.1%
780 FWRG FIRST WATCH RESTAURANT GROUP I COM Consumer Cyclical 3,010.0 $39K 0.00% +220.0 +7.9% $12.89 +2.2%
Page 39 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%