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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 129 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF — 24.0 $2K — — — $82.62 +1.5%
2562 AM ANTERO MIDSTREAM CORP COM Energy 86.0 $2K — — — $22.76 -10.8%
2563 ATEC ALPHATEC HLDGS INC COM NEW Healthcare 222.0 $2K — -25K -99.1% $8.65 +19.3%
2564 BFAM BRIGHT HORIZONS FAM SOL IN DEL COM Consumer Cyclical 27.0 $2K — -574.0 -95.5% $70.89 -10.2%
2565 CASS CASS INFORMATION SYS INC COM Industrials 37.0 $2K — — — $51.32 +4.0%
2566 NPK NATIONAL PRESTO INDS INC COM Industrials 15.0 $2K — — — $125.00 +17.8%
2567 AHCO ADAPTHEALTH CORP COMMON STOCK Healthcare 178.0 $2K — — — $10.42 -46.1%
2568 ROCK GIBRALTAR INDS INC Industrials 41.0 $2K — -145.0 -78.0% $45.10 -11.0%
2569 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 55.0 $2K — +38.0 +223.5% $33.58 +7.9%
2570 BOC BOSTON OMAHA CORP CL A COM STK Communication Services 132.0 $2K — NEW — $13.64 -4.6%
2571 SYM SYMBOTIC INC CLASS A COM Industrials 40.0 $2K — — — $44.95 -6.8%
2572 PMT PENNYMAC MORTGAGE INVESTMENT TRUST Real Estate 159.0 $2K — -509.0 -76.2% $11.28 -29.5%
2573 MPLT MAPLIGHT THERAPEUTICS INC COM Healthcare 50.0 $2K — — — $35.84 -71.6%
2574 VISN VISTANCE NETWORKS INC COM Technology 138.0 $2K — +21.0 +17.9% $12.78 -53.3%
2575 ASLE AERSALE CORPORATION COM Industrials 277.0 $2K — +110.0 +65.9% $6.32 -16.7%
2576 — HOMETRUST BANCSHARES INC COM — 35.0 $2K — — — $49.89 —
2577 MTN VAIL RESORTS INC COM Consumer Cyclical 13.0 $2K — -38.0 -74.5% $131.54 +4.3%
2578 GLOB GLOBANT S A COM Technology 59.0 $2K — +53.0 +883.3% $28.93 +21.1%
2579 SCVL SHOE CARNIVAL INC Consumer Cyclical 113.0 $2K — NEW — $14.83 +5.2%
2580 LIND LINDBLAD EXPEDITIONS HLDGS INC COM Consumer Cyclical 59.0 $2K — — — $28.24 +12.3%
Page 129 of 138  ·  2,745 positions

① 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%