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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 38 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PLXS PLEXUS CORP Technology 509.0 $153K 0.01% $300.67 -20.1%
742 IEX IDEX CORP Industrials 674.0 $153K 0.01% -13.0 -1.9% $226.95 +3.3%
743 MTG MGIC INVESTMENT CORP. Financial Services 5,409.0 $153K 0.01% -2K -23.2% $28.20 +9.6%
744 TDY TELEDYNE TECHNOLOGIES INC Technology 228.0 $152K 0.01% +58.0 +34.1% $666.90 -4.6%
745 MORN MORNINGSTAR INC Financial Services 970.0 $151K 0.01% -518.0 -34.8% $156.02 +38.4%
746 AROC ARCHROCK INC COM Energy 3,692.0 $150K 0.01% $40.71 -21.9%
747 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 1,549.0 $149K 0.01% NEW $96.34 +4.6%
748 KFY KORN FERRY INTL Industrials 2,240.0 $149K 0.01% +820.0 +57.8% $66.58 +27.8%
749 ACA ARCOSA INC COM Industrials 1,025.0 $149K 0.01% +135.0 +15.2% $145.29 -0.3%
750 THC TENET HEALTHCARE CORP COM NEW Healthcare 789.0 $148K 0.01% -424.0 -35.0% $187.08 +50.1%
751 BOH BANK HAWAII CORP COM Financial Services 1,810.0 $147K 0.01% -60.0 -3.2% $81.49 -4.9%
752 G GENPACT LIMITED Technology 5,361.0 $147K 0.01% -2K -28.8% $27.50 +35.1%
753 LGIH LGI HOMES INC COM Consumer Cyclical 2,314.0 $147K 0.01% +1K +105.9% $63.68 -8.7%
754 NSP INSPERITY INC Industrials 3,543.0 $146K 0.01% -603.0 -14.5% $41.31 +27.8%
755 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 2,549.0 $146K 0.01% +2K +310.5% $57.22 +16.6%
756 TROW T ROWE PRICE GROUP INC Financial Services 1,279.0 $145K 0.01% -308.0 -19.4% $113.69 -1.9%
757 KFRC KFORCE INC COM Industrials 3,096.0 $145K 0.01% +387.0 +14.3% $46.92 +24.4%
758 TNET TRINET GROUP INC COM Industrials 2,931.0 $145K 0.01% -267.0 -8.3% $49.49 +42.4%
759 CXW CORECIVIC INC COM Real Estate 4,773.0 $145K 0.01% -81K -94.5% $30.38 +11.9%
760 POWL POWELL INDS INC COM Industrials 506.0 $145K 0.01% +336.0 +197.7% $286.36 -31.0%
Page 38 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%