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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 5 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBM INTL BUSINESS MACHINES Technology 2,563.0 $721K 0.07% -187.0 -6.8% $281.19 -16.2%
82 AMGN AMGEN INC Healthcare 1,980.0 $717K 0.06% -672.0 -25.3% $362.12 +21.3%
83 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 6,308.0 $711K 0.06% -335.0 -5.0% $112.74 +18.2%
84 COF CAPITAL ONE FINANCIAL CORP Financial Services 3,508.0 $704K 0.06% -139.0 -3.8% $200.62 +8.6%
85 BA BOEING CO COM Industrials 3,214.0 $696K 0.06% -409.0 -11.3% $216.44 -1.0%
86 GILD GILEAD SCIENCES INC Healthcare 5,454.0 $689K 0.06% -459.0 -7.8% $126.34 +15.7%
87 STM STMICROELECTRONICS N V NY REGISTRY Technology 8,996.0 $674K 0.06% -219.0 -2.4% $74.89 -32.5%
88 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 5,839.0 $671K 0.06% -148.0 -2.5% $115.00 +1.3%
89 FIVE FIVE BELOW INC COM Consumer Cyclical 3,719.0 $669K 0.06% -440.0 -10.6% $179.79 +39.2%
90 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 69,361.0 $664K 0.06% -4K -4.8% $9.58 +7.3%
91 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 3,939.0 $663K 0.06% -1K -25.8% $168.42 +17.2%
92 SAP SAP AKTIENGESELLSCHAFT ADR Technology 4,158.0 $641K 0.06% -264.0 -6.0% $154.11 +41.9%
93 ILMN ILLUMINA INC Healthcare 3,622.0 $637K 0.06% -194.0 -5.1% $175.83 +24.8%
94 E ENI SPA SPONSORED ADR Energy 13,534.0 $634K 0.06% -284.0 -2.1% $46.86 +20.5%
95 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 2,148.0 $624K 0.06% -466.0 -17.8% $290.59 -8.2%
96 DDOG DATADOG INC CL A COM Technology 2,382.0 $620K 0.06% -247.0 -9.4% $260.36 -9.5%
97 CCK CROWN HLDGS INC COM Consumer Cyclical 5,522.0 $617K 0.06% -3K -35.1% $111.82 +6.8%
98 UNILEVER PLC SPON ADR NEW 10,194.0 $613K 0.06% -2K -17.8% $60.12
99 CRWD CROWDSTRIKE HLDGS INC CL A Technology 774.0 $591K 0.05% -228.0 -22.8% $190.78 +0.6%
100 WFC WELLS FARGO & CO COM Financial Services 7,009.0 $579K 0.05% -2K -25.4% $82.64 +1.5%
Page 5 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%