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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 9 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BUD ANHEUSER BUSCH Consumer Defensive 9,833.0 $810K 0.07% +361.0 +3.8% $82.40 -5.5%
162 VAW VANGUARD MATERIALS ETF 3,522.0 $806K 0.07% -786.0 -18.2% $228.81 +4.4%
163 LIN LINDE PLC SHS Basic Materials 1,551.0 $805K 0.07% -70.0 -4.3% $518.94 -6.0%
164 AVMA AVANTIS MODERATE ALLOCATION ETF 10,983.0 $801K 0.07% -3K -23.2% $72.89 +1.1%
165 QCOM QUALCOMM INC COM Technology 4,332.0 $801K 0.07% $184.79 -13.2%
166 UAL UNITED CONTL HLDGS INC Industrials 5,868.0 $798K 0.07% +305.0 +5.5% $135.99 -17.0%
167 PB PROSPERITY BANCSHARES INC Financial Services 10,921.0 $798K 0.07% +348.0 +3.3% $73.03 -0.1%
168 YETI YETI HLDGS INC COM Consumer Cyclical 16,078.0 $797K 0.07% +3K +19.0% $49.56 -11.2%
169 TXN TEXAS INSTRS INC COM Technology 2,657.0 $792K 0.07% +426.0 +19.1% $298.07 -11.2%
170 CF CF INDUSTRIES HOLDINGS, INC. Basic Materials 7,299.0 $790K 0.07% -502.0 -6.4% $108.26 +18.4%
171 MAS MASCO CORP COM Industrials 9,650.0 $785K 0.07% +3K +39.0% $81.37 -9.7%
172 VMI VALMONT INDS INC COM Industrials 1,359.0 $785K 0.07% -530.0 -28.1% $577.60 -16.0%
173 SBUX STARBUCKS CORP Consumer Cyclical 7,598.0 $776K 0.07% -908.0 -10.7% $102.19 +1.5%
174 EBAY EBAY INC Consumer Cyclical 6,925.0 $774K 0.07% +898.0 +14.9% $111.74 -6.9%
175 IX ORIX CORP SPONSORED ADR Financial Services 20,175.0 $767K 0.07% -961.0 -4.5% $38.04 +1.3%
176 RL POLO RALPH LAUREN CL A CLASS A Consumer Cyclical 1,899.0 $762K 0.07% -511.0 -21.2% $401.41 -5.3%
177 CLH CLEAN HARBORS, INC Industrials 2,547.0 $761K 0.07% -170.0 -6.3% $298.75 +6.7%
178 SNA SNAP ON INC COM Industrials 1,890.0 $761K 0.07% +191.0 +11.2% $402.40 -2.1%
179 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 9,150.0 $758K 0.07% +347.0 +3.9% $82.87 -2.6%
180 DB DEUTSCHE BK AG NAMEN AKT Financial Services 22,407.0 $756K 0.07% +612.0 +2.8% $33.76 +11.7%
Page 9 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%