Position in P
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$300,111
+$68,994 QoQ
Shares Held
3,809
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#578
of 804 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $11,120,607 across 8 Computer Hardware names. P ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
6,100 | $2,631,906 | |
| 2 | SNDK |
Sandisk Corp
|
1,059 | $2,407,880 | |
| 3 | STX |
Seagate Technology Holdings plc
|
2,035 | $1,963,775 | |
| 4 | ANET |
Arista Networks, Inc.
|
10,657 | $1,810,411 | |
| 5 | WDC |
Western Digital Corp
|
1,787 | $1,141,392 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
22,777 | $668,049 | |
| 7 | P |
Everpure, Inc.
This page
|
3,809 | $300,111 | |
| 8 | RGTI |
Rigetti Computing, Inc.
|
10,201 | $197,083 |
All Filings in P
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,111 | 3,809 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $231,117 | 3,449 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $281,769 | 3,362 | Shares | Sole | 2025-11-03 | |
| 2020-06-30 | $12,962 | 748 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $9,200 | 748 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||