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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 108 of 139  ·  2,777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 FSUN FIRSTSUN CAP BANCORP COM Financial Services 275.0 $10K 0.00% NEW $36.46 -2.8%
2142 PR PERMIAN RESOURCES CORP CLASS A COM Energy 470.0 $10K 0.00% +394.0 +518.4% $21.32 -9.8%
2143 IRMD IRADIMED CORP COM Healthcare 104.0 $10K 0.00% $96.26 -5.8%
2144 FFIC FLUSHING FINL CORP Financial Services 650.0 $10K 0.00% $15.36 +4.0%
2145 EFC ELLINGTON FINANCIAL INC COM Real Estate 831.0 $10K 0.00% -5K -86.2% $11.85 +14.5%
2146 LZ LEGALZOOM COM INC COM Industrials 1,734.0 $10K 0.00% +2K +750.0% $5.67 +10.9%
2147 ORIC ORIC PHARMACEUTICALS INC COM Healthcare 773.0 $10K 0.00% +53.0 +7.4% $12.67 -33.3%
2148 AURA AURA BIOSCIENCES INC COM Healthcare 1,461.0 $10K 0.00% +668.0 +84.2% $6.69 +11.7%
2149 TIC TIC SOLUTIONS INC COM Industrials 1,485.0 $10K 0.00% +999.0 +205.6% $6.58 +24.2%
2150 TW TRADEWEB MKTS INC CL A Financial Services 83.0 $10K 0.00% -4.0 -4.6% $117.66 -14.8%
2151 AVBP ARRIVENT BIOPHARMA INC COM Healthcare 423.0 $10K 0.00% +10.0 +2.4% $23.07 +31.2%
2152 CSGS CSG SYSTEMS INTERNATIONAL Technology 121.0 $10K 0.00% +47.0 +63.5% $79.94 +0.9%
2153 JMSB JOHN MARSHALL BANCORP INC COM Financial Services 475.0 $10K 0.00% +43.0 +9.9% $20.28 +4.9%
2154 CIVB CIVISTA BANCSHARES INC COM NO PAR Financial Services 421.0 $10K 0.00% $22.79 +13.6%
2155 TRNO TERRENO RLTY CORP COM Real Estate 156.0 $10K 0.00% $61.42 +6.9%
2156 JEF JEFFERIES FINANCIAL GROUP INC COM Financial Services 232.0 $10K 0.00% -2K -87.6% $41.27 +27.7%
2157 ENVX ENOVIX CORPORATION COM Industrials 1,846.0 $10K 0.00% +2K +484.2% $5.18 +54.1%
2158 MZTI MARZETTI COMPANY COM Consumer Defensive 69.0 $10K 0.00% -81.0 -54.0% $138.33 -19.1%
2159 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 114.0 $10K 0.00% +67.0 +142.6% $83.73 -10.2%
2160 DNOW NOW INC Energy 800.0 $10K 0.00% -2K -69.8% $11.91 +7.4%
Page 108 of 139  ·  2,777 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%