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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 124 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 BIDU BAIDU COM ADR Communication Services 36.0 $4K +25.0 +227.3% $114.61 -18.0%
2462 VENTURE GLOBAL INC COM CL A 370.0 $4K +326.0 +740.9% $11.13
2463 PKX POSCO HOLDINGS INC SPONSORED ADR Basic Materials 80.0 $4K +11.0 +15.9% $51.38 +11.4%
2464 RDN RADIAN GROUP INC Financial Services 109.0 $4K $37.67 -2.7%
2465 OTTR OTTER TAIL CORP COM Utilities 45.0 $4K $89.98 +1.2%
2466 WASHINGTON REAL ESTATE INVT TR 2,731.0 $4K -828.0 -23.3% $1.48
2467 LXU LSB INDS INC COM Basic Materials 370.0 $4K $10.81 +3.3%
2468 RYTM RHYTHM PHARMACEUTICALS INC COM Healthcare 36.0 $4K $111.03 -0.7%
2469 AD UNITED STATES CELLULAR Communication Services 110.0 $4K $36.26 -2.1%
2470 TLT ISHARES 20 YR TREASURY ETF 46.0 $4K $86.41 -5.2%
2471 PFF ISHARES S&P U.S. PREFERRED STOCK ETF 129.0 $4K $30.49 -0.1%
2472 NYXOAH S A SHS 2,325.0 $4K $1.69
2473 UPWK UPWORK INC COM Industrials 470.0 $4K -623.0 -57.0% $8.36 +3.4%
2474 OKLO OKLO INC COM CL A Utilities 75.0 $4K $52.33 -19.3%
2475 QURE UNIQURE NV SHS Healthcare 85.0 $4K $46.06 +5.2%
2476 NN NEXTNAV INC COMMON STOCK Communication Services 218.0 $4K -196.0 -47.3% $17.83 +0.3%
2477 SFL SHIP FINANCE INTERNATIONAL Industrials 380.0 $4K $10.20 +21.8%
2478 SITE CTRS CORP COM 974.0 $4K NEW $3.97
2479 CFR CULLEN FROST BANKERSINC Financial Services 25.0 $4K $154.52 +6.7%
2480 WIX WIX COM LTD SHS Technology 85.0 $4K -2K -95.7% $45.36 +80.9%
Page 124 of 138  ·  2,745 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%