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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 75 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 COGT COGENT BIOSCIENCES INC COM Healthcare 181.0 $7K 0.00% +11.0 +6.5% $38.49 -11.8%
1482 NBTB NBT BANCORP INC Financial Services 163.0 $7K 0.00% +67.0 +69.8% $42.58 +9.4%
1483 ARVN ARVINAS INC COM Healthcare 651.0 $7K 0.00% +167.0 +34.5% $10.60 -15.9%
1484 MCW MISTER CAR WASH INC COM Consumer Cyclical 987.0 $7K 0.00% +503.0 +103.9% $6.97 +1.9%
1485 UPSTREAM BIO INC COM 762.0 $7K 0.00% +204.0 +36.6% $9.00
1486 TRTX TPG RE FIN TR INC COM Real Estate 878.0 $7K 0.00% +360.0 +69.5% $7.81 +5.9%
1487 MLKN MILLERKNOLL INC COM Consumer Cyclical 469.0 $7K 0.00% +97.0 +26.1% $14.46 +9.4%
1488 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 350.0 $7K 0.00% +14.0 +4.2% $19.31 +1.5%
1489 TPC TUTOR PERINI CORP COM Industrials 87.0 $7K 0.00% +66.0 +314.3% $77.20 -3.3%
1490 EVCM EVERCOMMERCE INC COM Technology 581.0 $7K 0.00% +188.0 +47.8% $11.43 -7.9%
1491 NN NEXTNAV INC COMMON STOCK Communication Services 414.0 $7K 0.00% +196.0 +89.9% $16.02 +43.7%
1492 RIOT RIOT PLATFORMS INC COM Financial Services 534.0 $7K 0.00% +127.0 +31.2% $12.36 +111.0%
1493 APARTMENT INVT & MGMT CO 1,620.0 $7K 0.00% +453.0 +38.8% $4.07
1494 AVB AVALONBAY CMNTYS INC Real Estate 40.0 $7K 0.00% +26.0 +185.7% $163.35 +13.3%
1495 NHI NATIONAL HEALTH INVS INC COM Real Estate 80.0 $6K 0.00% +49.0 +158.1% $80.86 -5.8%
1496 QTRX QUANTERIX CORP COM Healthcare 1,832.0 $6K 0.00% +54.0 +3.0% $3.52 -23.9%
1497 CCSI CONSENSUS CLOUD SOLUTIONS INC COM Technology 271.0 $6K 0.00% +65.0 +31.6% $23.74 +24.8%
1498 RIGEL PHARMACEUTICALS INC COM 237.0 $6K 0.00% +13.0 +5.8% $27.04
1499 NRC NATIONAL RESH CORP COM NEW Healthcare 367.0 $6K 0.00% +181.0 +97.3% $16.98 +12.1%
1500 CSTL CASTLE BIOSCIENCES INC COM Healthcare 246.0 $6K 0.00% +65.0 +35.9% $24.55 -19.8%
Page 75 of 80  ·  1,584 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%