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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 127 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 CGON CG ONCOLOGY INC COM Healthcare 39.0 $3K $71.05 +9.2%
2522 BVS BIOVENTUS INC COM CL A Healthcare 293.0 $3K $9.44 +51.8%
2523 NTST NETSTREIT CORP COM Real Estate 130.0 $3K $21.13 -2.5%
2524 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 61.0 $3K -64.0 -51.2% $44.85 +1.9%
2525 ELVR ELEVRA LITHIUM LTD SPONSORED ADS Basic Materials 40.0 $3K $68.15 -9.7%
2526 DHC SENIOR HOUSING PROPERTIES TRUST Real Estate 293.0 $3K -333.0 -53.2% $9.30 -13.2%
2527 ARCT ARCTURUS THERAPEUTICS HLDGS COM Healthcare 405.0 $3K +90.0 +28.6% $6.72 +63.5%
2528 VRDN VIRIDIAN THERAPEUTICS INC COM Healthcare 148.0 $3K +14.0 +10.4% $18.37 +33.4%
2529 BY BYLINE BANCORP INC COM Financial Services 72.0 $3K $37.67 +1.8%
2530 JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 46.0 $3K $58.63 +1.1%
2531 FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS Consumer Defensive 21.0 $3K +3.0 +16.7% $127.90 -7.2%
2532 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 53.0 $3K $50.60 -1.6%
2533 HTZ HERTZ GLOBAL HLDGS INC COM NEW Industrials 1,161.0 $3K $2.27 -7.7%
2534 TRUP TRUPANION INC COM Financial Services 106.0 $3K -193.0 -64.5% $24.77 +23.8%
2535 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 200.0 $3K $12.76 +46.8%
2536 IDU ISHARES U.S. UTILITIES ETF 22.0 $3K $115.14 -3.4%
2537 MP MP MATERIALS CORP COM CL A Basic Materials 45.0 $3K $56.00 -1.7%
2538 BTDR BITDEER TECHNOLOGIES GROUP CL A ORD SHS Technology 157.0 $2K NEW $15.87 -34.3%
2539 LI LI AUTO INC SPONSORED ADS Consumer Cyclical 212.0 $2K +128.0 +152.4% $11.74 +10.0%
2540 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 26.0 $2K $95.42 +1.9%
Page 127 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 34.9%
Financial Services 17.3%
Industrials 10.3%
Healthcare 8.4%
Consumer Cyclical 8.3%
Communication Services 5.4%
Energy 3.8%
Consumer Defensive 3.7%
Real Estate 2.8%
Utilities 2.6%