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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 93 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 FMBH FIRST MID BANCSHARES INC COM Financial Services 499.0 $24K 0.00% $48.09 +4.6%
1842 FMC FMC CORP COM NEW Basic Materials 2,086.0 $24K 0.00% -778.0 -27.2% $11.50 -4.2%
1843 SMP STANDARD MTR PRODS INC COM Consumer Cyclical 613.0 $24K 0.00% -86.0 -12.3% $38.97 -0.9%
1844 PPA INVESCO AEROSPACE & DEFENSE ETF 135.0 $24K 0.00% $176.65 -1.7%
1845 RYZ RYERSON HLDG CORP COM Consumer Defensive 968.0 $24K 0.00% +413.0 +74.4% $24.61 +2.2%
1846 LILAK LIBERTY LATIN AMERICA LTD COM CL C Communication Services 3,054.0 $24K 0.00% $7.79 +7.7%
1847 VMD VIEMED HEALTHCARE INC COM Healthcare 2,086.0 $24K 0.00% $11.40 -22.4%
1848 POST POST HOLDINGS INC COM Consumer Defensive 269.0 $24K 0.00% -3K -90.8% $88.26 -8.8%
1849 CCBG CAPITAL CITY BK GRP INC Financial Services 480.0 $24K 0.00% $49.42 +3.9%
1850 FBP FIRST BANCORP F Financial Services 909.0 $24K 0.00% $26.07 +9.4%
1851 ACAD ACADIA PHARMACEUTICALS INC Healthcare 936.0 $24K 0.00% +328.0 +54.0% $25.30 +16.6%
1852 TPG TPG INC COM CL A Financial Services 581.0 $24K 0.00% -46.0 -7.3% $40.55 +29.2%
1853 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 214.0 $24K 0.00% -346.0 -61.8% $109.94 -0.6%
1854 SILJ AMPLIFY JUNIOR SILVER MINERS ETF 907.0 $24K 0.00% +375.0 +70.5% $25.92 +23.2%
1855 AAT AMERICAN ASSETS TRUST INC Real Estate 948.0 $23K 0.00% -206.0 -17.9% $24.69 -7.5%
1856 DAR DARLING INTERNATIONAL INC Consumer Defensive 428.0 $23K 0.00% -29.0 -6.3% $54.62 +20.4%
1857 CENX CENTURY ALUMINUM CO Basic Materials 508.0 $23K 0.00% -4.0 -0.8% $46.01 -4.5%
1858 BUSE FIRST BUSEY CORP Financial Services 791.0 $23K 0.00% $29.50 +2.7%
1859 CCRN CROSS COUNTRY HEALTHCARE INC Healthcare 1,760.0 $23K 0.00% +953.0 +118.1% $13.21 +0.3%
1860 EPC ENERGIZER HOLDING INC Consumer Defensive 856.0 $23K 0.00% +595.0 +228.0% $26.86 +6.4%
Page 93 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%