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James T. Borello RIA’s Everpure Inc P Stock Holding History

James T. Borello RIA’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
Q3 		$8.63K Sell
66
-33
-33% -$3.11K ﹤0.01% 638
2026
Q2 		$7.8K Buy
99
+19
+24% +$1.39K ﹤0.01% 661
2026
Q1 		$4.72K Buy
80
+20
+33% +$1.36K ﹤0.01% 774
2025
Q4 		$4.02K Sell
60
-1
-2% -$84 ﹤0.01% 621
2025
Q3 		$5.11K Buy
+61
New +$4.06K ﹤0.01% 455

Other funds holding P

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

James T. Borello RIA's P Position: Q3 2026 in Review

James T. Borello RIA reduced its Everpure Inc (P) stake by 33% in Q3 2026, selling an estimated $3.11K and leaving 66 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

James T. Borello RIA first reported a position in P in Q3 2025 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • James T. Borello RIA held 66 shares of Everpure Inc worth $8.63K as of Q3 2026.
  • James T. Borello RIA sold 33 Everpure Inc shares in Q3 2026, an estimated $3.11K.
  • Everpure Inc made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #638 holding.
  • James T. Borello RIA first reported a position in Everpure Inc in Q3 2025 and has held it in 5 quarters since.
  • 120 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.