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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.0B AUM 2,777 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New 1584 Added 453 Reduced 86 Exited
Page 80 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 DORM DORMAN PRODS INC COM Consumer Cyclical 10.0 $1K +2.0 +25.0% $104.40 +15.2%
1582 KALU KAISER ALUMINUM CORP NEW Basic Materials 7.0 $844.0 +5.0 +250.0% $120.57 +53.9%
1583 HRMY HARMONY BIOSCIENCES HLDGS INC COM Healthcare 21.0 $588.0 +6.0 +40.0% $28.00 +7.5%
1584 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 76.0 $522.0 +17.0 +28.8% $6.87 +45.6%
Page 80 of 80  ·  1,584 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 32.3%
Financial Services 18.0%
Industrials 10.1%
Consumer Cyclical 8.8%
Healthcare 8.5%
Communication Services 5.6%
Energy 4.7%
Consumer Defensive 4.0%
Real Estate 2.7%
Utilities 2.7%