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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 8 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PM PHILIP MORRIS INTL INC Consumer Defensive 5,005.0 $905K 0.08% -1K -20.9% $180.91 +5.0%
142 JBHT JB HUNT TRANSPORT SERVICES Industrials 3,109.0 $900K 0.08% +185.0 +6.3% $289.43 -4.6%
143 BNS BANK NOVA SCOTIA B C COM Financial Services 10,341.0 $898K 0.08% -109.0 -1.0% $86.84 +0.3%
144 RIO RIO TINTO PLC SPON ADR Basic Materials 9,408.0 $893K 0.08% +134.0 +1.4% $94.93 +9.9%
145 BTI BRITISH AMERICAN TOBACCO Consumer Defensive 14,404.0 $890K 0.08% +137.0 +1.0% $61.76 -8.4%
146 SCHF SCHWAB INTERNATIONAL EQUITY ETF 32,091.0 $889K 0.08% -960.0 -2.9% $27.70 +2.6%
147 NFLX NETFLIX COM INC Communication Services 12,414.0 $886K 0.08% -2K -13.7% $71.40 +12.5%
148 PEP PEPSICO INC COM Consumer Defensive 6,541.0 $886K 0.08% -832.0 -11.3% $135.40 +5.7%
149 SHEL ROYAL DUTCH SHELL PLC-ADR Energy 11,336.0 $879K 0.08% +283.0 +2.6% $77.54 +20.4%
150 CASY CASEYS GEN STORES INC Consumer Cyclical 1,098.0 $873K 0.08% +56.0 +5.4% $794.79 +3.8%
151 ABNB AIRBNB INC COM CL A Consumer Cyclical 6,049.0 $866K 0.08% -547.0 -8.3% $143.10 +31.8%
152 APH AMPHENOL CORP CL A Technology 4,883.0 $861K 0.08% -947.0 -16.2% $176.32 -12.5%
153 TWLO TWILIO INC CL A Communication Services 4,156.0 $858K 0.08% -44.0 -1.1% $206.33 +6.7%
154 CW CURTISS WRIGHT CORP COM Industrials 1,129.0 $856K 0.08% +54.0 +5.0% $757.76 -15.4%
155 ADI ANALOG DEVICES INC COM Technology 2,126.0 $844K 0.08% $397.17 -6.3%
156 ETN EATON CORP PLC SHS Industrials 1,973.0 $841K 0.07% -287.0 -12.7% $426.12 -0.9%
157 TER TERADYNE INC COM Technology 1,717.0 $831K 0.07% -54.0 -3.0% $483.84 -24.2%
158 OHI OMEGA HEALTHCARE INVESTORS INC Real Estate 17,369.0 $828K 0.07% +631.0 +3.8% $47.68 -2.5%
159 AVGE AVANTIS ALL EQUITY MARKETS ETF 8,339.0 $826K 0.07% +404.0 +5.1% $99.10 +2.4%
160 EPR EPR PPTYS SBI Real Estate 14,160.0 $821K 0.07% -120.0 -0.8% $58.01 +4.4%
Page 8 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%