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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 23 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ACN ACCENTURE LTD BERMUDA CL A Technology 2,568.0 $320K 0.03% +697.0 +37.2% $124.44 +48.9%
442 NOW SERVICENOW INC COM Technology 3,213.0 $319K 0.03% -882.0 -21.5% $99.28 +29.4%
443 SNPS SYNOPSYS INC COM Technology 712.0 $318K 0.03% -172.0 -19.5% $446.07 -10.8%
444 DBX DROPBOX INC CL A Technology 11,559.0 $318K 0.03% +2K +23.3% $27.47 +25.5%
445 MRSH MARSH & MCLENNAN COS INC COM Financial Services 1,903.0 $317K 0.03% +567.0 +42.4% $166.67 +15.2%
446 REGCO REGENCY CTRS CORP 3,966.0 $316K 0.03% +976.0 +32.6% $79.74
447 SPG SIMON PROPERTY GROUP INC Real Estate 1,412.0 $316K 0.03% +66.0 +4.9% $223.65 -2.4%
448 ALLY ALLY FINL INC COM Financial Services 6,869.0 $316K 0.03% +1K +17.5% $45.95 -6.6%
449 W WAYFAIR INC CL A Consumer Cyclical 3,411.0 $315K 0.03% +874.0 +34.5% $92.42 +9.8%
450 PYPL PAYPAL HLDGS INC COM Financial Services 7,245.0 $313K 0.03% +775.0 +12.0% $43.18 +42.5%
451 EOG EOG RESOURCES INC Energy 2,407.0 $312K 0.03% +454.0 +23.2% $129.74 +18.0%
452 TFC TRUIST FINL CORP COM Financial Services 6,246.0 $311K 0.03% +3K +93.9% $49.82 +1.2%
453 TS TENARIS S A SPONSORED ADS Energy 5,580.0 $310K 0.03% +332.0 +6.3% $55.49 -5.1%
454 Q QNITY ELECTRONICS INC COMMON STOCK Technology 1,887.0 $308K 0.03% -307.0 -14.0% $163.31 -21.1%
455 TRGP TARGA RES CORP COM Energy 1,146.0 $307K 0.03% +45.0 +4.1% $268.14 +11.5%
456 ADBE ADOBE SYS INC Technology 1,498.0 $307K 0.03% -644.0 -30.1% $205.02 +34.3%
457 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 666.0 $306K 0.03% +358.0 +116.2% $459.13 +16.2%
458 BX BLACKSTONE GROUP LP Financial Services 2,595.0 $305K 0.03% -220.0 -7.8% $117.67 +21.8%
459 NOC NORTHROP GRUMMAN CORP COM Industrials 597.0 $304K 0.03% -25.0 -4.0% $509.31 +8.2%
460 DOCU DOCUSIGN INC COM Technology 6,844.0 $304K 0.03% +85.0 +1.3% $44.42 +39.6%
Page 23 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%