Valeo Financial Advisors’s Everpure Inc P Stock Holding History

Valeo Financial Advisors’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 Q2	$300K	Buy	+3,809	New	+$279K	0.01%	623
2026 Q1	–	Sell	-3,449	Closed	-$231K	–	864
2025 Q4	$231K	Buy	3,449 +87	+3%	+$7.27K	0.01%	709
2025 Q3	$282K	Buy	+3,362	New	+$224K	0.01%	627
2020 Q3	–	Sell	-748	Closed	-$13K	–	2013
2020 Q2	$13K	Hold	748	–	–	﹤0.01%	1204
2020 Q1	$9K	Hold	748	–	–	﹤0.01%	1136
2019 Q4	$13K	Buy	748 +288	+63%	+$5.09K	﹤0.01%	1035
2019 Q3	$8K	Hold	460	–	–	﹤0.01%	1091
2019 Q2	$7K	Hold	460	–	–	﹤0.01%	1123
2019 Q1	$10K	Sell	460 -29	-6%	-$551	﹤0.01%	968
2018 Q4	$8K	Sell	489 -800	-62%	-$15.8K	﹤0.01%	951
2018 Q3	$26K	Buy	1,289 +31	+2%	+$770	﹤0.01%	690
2018 Q2	$28K	Buy	1,258 +211	+20%	+$4.64K	﹤0.01%	675
2018 Q1	$21K	Buy	1,047 +247	+31%	+$4.85K	﹤0.01%	704
2017 Q4	$13K	Buy	+800	New	+$13.3K	﹤0.01%	773

Other funds holding P

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Valeo Financial Advisors's P Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Everpure Inc (P) in Q2 2026: 3,809 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in P as recently as Q4 2025.

Valeo Financial Advisors first reported a position in P in Q4 2017 and has held it in 14 quarters since. 98 funds tracked by Wall St. Rank hold P as of Q2 2026.

Valeo Financial Advisors held 3,809 shares of Everpure Inc worth $300K as of Q2 2026.
Everpure Inc was a new Valeo Financial Advisors position in Q2 2026.
Everpure Inc made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #623 holding.
Valeo Financial Advisors first reported a position in Everpure Inc in Q4 2017 and has held it in 14 quarters since.
98 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.