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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 7 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LOW LOWES COS INC COM Consumer Cyclical 4,759.0 $1.0M 0.09% -1K -21.8% $220.49 -1.4%
122 VDE VANGUARD ENERGY ETF 6,966.0 $1.0M 0.09% $150.12 +19.7%
123 UNP UNION PAC CORP COM Industrials 3,812.0 $1.0M 0.09% +613.0 +19.2% $272.00 +11.8%
124 SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR Financial Services 43,849.0 $1.0M 0.09% +741.0 +1.7% $23.58 +4.1%
125 GD GENERAL DYNAMICS CORP COM Industrials 2,897.0 $1.0M 0.09% -247.0 -7.9% $354.24 +9.0%
126 IVE ISHARES S&P 500 VALUE ETF 4,477.0 $1.0M 0.09% $227.07 +4.0%
127 DVY ISHARES DJ SELECT DIVIDEND 6,448.0 $1.0M 0.09% $156.31 +5.2%
128 TOTALENERGIES SE ACT 12,887.0 $1.0M 0.09% +127.0 +1.0% $77.77
129 CVS CVS HEALTH CORP COM Healthcare 9,645.0 $998K 0.09% -1K -12.0% $103.45 -9.5%
130 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 11,194.0 $982K 0.09% +212.0 +1.9% $87.71 +7.1%
131 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 2,802.0 $981K 0.09% +245.0 +9.6% $350.07 -9.6%
132 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 17,755.0 $959K 0.09% $54.02 +7.0%
133 TMHC TAYLOR MORRISON HOME CORP COM Consumer Cyclical 13,244.0 $950K 0.09% +1K +8.2% $71.74 +1.0%
134 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,267.0 $946K 0.09% $746.68 +2.1%
135 MPWR MONOLITHIC PWR SYS INC COM Technology 678.0 $937K 0.08% $1382.36 -5.2%
136 TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD Technology 1,961.0 $937K 0.08% +66.0 +3.5% $477.57 -12.9%
137 ORCL ORACLE CORPORATION Technology 6,388.0 $936K 0.08% +52.0 +0.8% $146.55 -3.1%
138 ING ING GROEP N.V. SPONSORED ADR Financial Services 29,811.0 $935K 0.08% +468.0 +1.6% $31.38 +9.9%
139 EMR EMERSON ELEC CO COM Industrials 6,531.0 $935K 0.08% +1K +20.6% $143.15 +8.1%
140 CRUS CIRRUS LOGIC INC Technology 6,117.0 $909K 0.08% -751.0 -10.9% $148.53 -21.3%
Page 7 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%