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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 16 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DLTR DOLLAR TREE STORES INC Consumer Defensive 3,966.0 $434K 0.04% +1K +37.8% $109.51 -14.9%
302 MKSI MKS INSTRUMENTS INC Technology 1,885.0 $433K 0.04% +363.0 +23.9% $229.81 +42.3%
303 TXN TEXAS INSTRS INC COM Technology 2,231.0 $433K 0.04% +944.0 +73.3% $194.14 +62.6%
304 VOD VODAFONE GROUP NEW ADR F Communication Services 28,830.0 $433K 0.04% +5K +19.2% $15.02 -0.9%
305 TT TRANE TECHNOLOGIES PLC SHS Industrials 1,035.0 $431K 0.04% +177.0 +20.6% $416.74 +10.9%
306 DCI DONALDSON INC COM Industrials 5,072.0 $430K 0.04% $84.87 -1.2%
307 CFG CITIZENS FINL GROUP INC COM Financial Services 7,174.0 $430K 0.04% +936.0 +15.0% $59.97 +5.0%
308 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 16,913.0 $429K 0.04% +5K +39.4% $25.37 -7.6%
309 AER AERCAP HOLDINGS NV SHS Industrials 3,124.0 $429K 0.04% +428.0 +15.9% $137.18 +4.2%
310 TEL TE CONNECTIVITY LTD Technology 2,050.0 $428K 0.04% +20.0 +1.0% $209.02 -0.6%
311 NOW SERVICENOW INC COM Technology 4,095.0 $428K 0.04% +2K +58.7% $104.55 -2.2%
312 VRSN VERISIGN INC Technology 1,723.0 $428K 0.04% +797.0 +86.1% $248.36 +19.8%
313 EQNR STATOIL ASA SPONSORED ADR CMN Energy 10,139.0 $428K 0.04% -522.0 -4.9% $42.20 -12.6%
314 VLO VALERO ENERGY CORP Energy 1,731.0 $428K 0.04% +282.0 +19.5% $247.08 -1.6%
315 NOC NORTHROP GRUMMAN CORP COM Industrials 622.0 $424K 0.04% +131.0 +26.7% $682.24 -18.8%
316 NEM NEWMONT CORP COM Basic Materials 3,907.0 $423K 0.04% +1K +38.9% $108.25 -0.4%
317 GLPI GAMING & LEISURE PPTYS Real Estate 9,522.0 $422K 0.04% +5K +111.0% $44.37 +7.8%
318 IWV ISHARES RUSSELL 3000 ETF 1,139.0 $422K 0.04% $370.53 +14.7%
319 RMD RESMED INC Healthcare 1,870.0 $420K 0.04% +104.0 +5.9% $224.48 -7.7%
320 MAS MASCO CORP COM Industrials 6,945.0 $419K 0.04% +882.0 +14.6% $60.37 +15.3%
Page 16 of 139  ·  2,777 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%