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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 91 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 FCF FIRST COMWLTH FINL CORP P Financial Services 1,274.0 $26K 0.00% $20.33 +3.7%
1802 PATH UIPATH INC CL A Technology 2,380.0 $26K 0.00% +337.0 +16.5% $10.87 +50.8%
1803 FC FRANKLIN COVEY CO COM Industrials 1,054.0 $26K 0.00% +150.0 +16.6% $24.53 -17.3%
1804 MPB MID PENN BANCORP INC COM Financial Services 742.0 $26K 0.00% $34.84 +6.9%
1805 ARI APOLLO COMMERCIAL REAL ESTATE Real Estate 2,418.0 $26K 0.00% $10.68 -35.1%
1806 WK WORKIVA INC COM CL A Technology 532.0 $26K 0.00% +356.0 +202.3% $48.51 +54.3%
1807 PLNT PLANET FITNESS MASTER ISSUER L CL A Consumer Cyclical 494.0 $26K 0.00% +366.0 +285.9% $52.17 +3.9%
1808 MATX MATSON INC COM Industrials 134.0 $26K 0.00% $192.23 +15.9%
1809 INGN INOGEN INC COM Healthcare 3,980.0 $26K 0.00% +1K +39.9% $6.45 -13.0%
1810 NECB NORTHEAST CMNTY BANCORP INC COM Financial Services 925.0 $26K 0.00% $27.74 -4.9%
1811 CLDX CELLDEX THERAPEUTICS INC NEW COM NEW Healthcare 689.0 $26K 0.00% $37.21 +8.5%
1812 DLX DELUXE CORP MEDIUM TERM NTS COM Communication Services 1,071.0 $26K 0.00% +203.0 +23.4% $23.88 -1.1%
1813 MLKN MILLERKNOLL INC COM Consumer Cyclical 1,250.0 $26K 0.00% +781.0 +166.5% $20.46 +12.6%
1814 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 218.0 $26K 0.00% $117.28 +0.6%
1815 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 465.0 $25K 0.00% +296.0 +175.2% $54.54 +9.1%
1816 RENT A CENTER INC-NEW 1,193.0 $25K 0.00% -943.0 -44.1% $21.22
1817 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 36.0 $25K 0.00% $702.50 -0.4%
1818 CARE CARTER BANKSHARES INC COM NEW Financial Services 742.0 $25K 0.00% $34.01 -8.1%
1819 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 136.0 $25K 0.00% $185.23 -2.7%
1820 CVCO CAVCO INDS INC(DEL) COM Consumer Cyclical 41.0 $25K 0.00% +14.0 +51.9% $614.39 -5.2%
Page 91 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%