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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 30 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RENT A CENTER INC-NEW 1,193.0 $25K 0.00% -943.0 -44.1% $21.22
582 DGICA DONEGAL GROUP INC CL A Financial Services 1,325.0 $25K 0.00% -2K -58.7% $18.86 -1.0%
583 VRSK VERISK ANALYTICS INCCL A Industrials 138.0 $25K 0.00% -523.0 -79.1% $179.53 +4.4%
584 HOV HOVNANIAN ENTERPRISEINC CL A Consumer Cyclical 173.0 $25K 0.00% -16.0 -8.5% $142.41 -7.7%
585 AMPL AMPLITUDE INC COM CL A Technology 3,203.0 $25K 0.00% -9K -74.5% $7.65 +73.7%
586 FMC FMC CORP COM NEW Basic Materials 2,086.0 $24K 0.00% -778.0 -27.2% $11.50 -4.2%
587 SMP STANDARD MTR PRODS INC COM Consumer Cyclical 613.0 $24K 0.00% -86.0 -12.3% $38.97 -0.9%
588 POST POST HOLDINGS INC COM Consumer Defensive 269.0 $24K 0.00% -3K -90.8% $88.26 -8.8%
589 TPG TPG INC COM CL A Financial Services 581.0 $24K 0.00% -46.0 -7.3% $40.55 +29.2%
590 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 214.0 $24K 0.00% -346.0 -61.8% $109.94 -0.6%
591 AAT AMERICAN ASSETS TRUST INC Real Estate 948.0 $23K 0.00% -206.0 -17.9% $24.69 -7.5%
592 DAR DARLING INTERNATIONAL INC Consumer Defensive 428.0 $23K 0.00% -29.0 -6.3% $54.62 +20.4%
593 CENX CENTURY ALUMINUM CO Basic Materials 508.0 $23K 0.00% -4.0 -0.8% $46.01 -4.5%
594 TTD THE TRADE DESK INC COM CL A Technology 1,265.0 $23K 0.00% -10K -88.9% $18.08 -27.1%
595 CWH CAMPING WORLD HLDGS INC CL A Consumer Cyclical 2,973.0 $23K 0.00% -449.0 -13.1% $7.63 -14.3%
596 BSV VANGUARD SHORT-TERM BOND ETF 291.0 $23K 0.00% -74.0 -20.3% $77.91 -0.4%
597 PD PAGERDUTY INC COM Technology 2,307.0 $22K 0.00% -10K -81.6% $9.65 +27.7%
598 FLNC FLUENCE ENERGY INC COM CL A Utilities 1,114.0 $22K 0.00% -120.0 -9.7% $19.88 -43.0%
599 HRI HERC HLDGS INC COM Industrials 154.0 $22K 0.00% -2.0 -1.3% $143.34 +13.0%
600 MCFT MASTERCRAFT BOAT HLDGS INC COM Consumer Cyclical 851.0 $22K 0.00% -31.0 -3.5% $25.82 -1.4%
Page 30 of 42  ·  834 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%