TFCM
P

Taylor Frigon Capital Management’s Everpure Inc P Stock Holding History

Taylor Frigon Capital Management’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.93M Sell
32,696
-225
-0.7% -$15.2K 1.1% 45
2025
Q4 		$2.21M Sell
32,921
-18,837
-36% -$1.57M 1.12% 38
2025
Q3 		$3.79M Buy
51,758
+232
+0.5% +$15.4K 1.88% 5
2025
Q2 		$2.78M Buy
51,526
+9,709
+23% +$483K 1.48% 14
2025
Q1 		$1.85M Sell
41,817
-948
-2% -$57.2K 1.1% 46
2024
Q4 		$2.45M Sell
42,765
-5,030
-11% -$280K 1.24% 27
2024
Q3 		$2.39M Sell
47,795
-33,284
-41% -$1.88M 1.19% 33
2024
Q2 		$5.21M Sell
81,079
-333
-0.4% -$19.3K 2.48% 4
2024
Q1 		$4.23M Sell
81,412
-26,105
-24% -$1.17M 2.02% 11
2023
Q4 		$3.83M Sell
107,517
-7,013
-6% -$246K 1.92% 15
2023
Q3 		$4.08M Sell
114,530
-35
-0% -$1.3K 2.27% 6
2023
Q2 		$4.22M Sell
114,565
-55,481
-33% -$1.57M 2.06% 7
2023
Q1 		$4.34M Sell
170,046
-8,546
-5% -$231K 2.37% 4
2022
Q4 		$4.78M Sell
178,592
-10,368
-5% -$301K 2.71% 2
2022
Q3 		$5.17M Buy
188,960
+620
+0.3% +$17.5K 2.7% 4
2022
Q2 		$4.84M Sell
188,340
-15,042
-7% -$416K 2.52% 5
2022
Q1 		$7.18M Sell
203,382
-1,967
-1% -$57.2K 2.67% 1
2021
Q4 		$6.68M Sell
205,349
-595
-0.3% -$17.3K 2.09% 12
2021
Q3 		$5.18M Buy
205,944
+1,297
+0.6% +$28.6K 1.67% 24
2021
Q2 		$4M Sell
204,647
-8,466
-4% -$166K 1.25% 39
2021
Q1 		$4.59M Sell
213,113
-2,414
-1% -$57.4K 1.42% 34
2020
Q4 		$4.87M Buy
215,527
+5,100
+2% +$97.7K 1.6% 30
2020
Q3 		$3.24M Buy
210,427
+124,067
+144% +$2.03M 1.43% 32
2020
Q2 		$1.5M Buy
+86,360
New +$1.29M 0.74% 47

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Taylor Frigon Capital Management's P Position: Q1 2026 in Review

Taylor Frigon Capital Management reduced its Everpure Inc (P) stake by 0.68% in Q1 2026, selling an estimated $15.2K and leaving 32,696 shares worth $1.93M. The position accounts for 1.1% of the portfolio, ranked #45.

Taylor Frigon Capital Management first reported a position in P in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.18M in Q1 2022. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Taylor Frigon Capital Management held 32,696 shares of Everpure Inc worth $1.93M as of Q1 2026.
  • Taylor Frigon Capital Management sold 225 Everpure Inc shares in Q1 2026, an estimated $15.2K.
  • Everpure Inc made up 1.1% of Taylor Frigon Capital Management's portfolio in Q1 2026, its #45 holding.
  • Taylor Frigon Capital Management first reported a position in Everpure Inc in Q2 2020 and has held it in 24 quarters since.
  • Taylor Frigon Capital Management's Everpure Inc position peaked at $7.18M in Q1 2022.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.