Bouvel Investment Partners
Latest statistics and disclosures from Bouvel Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JEPI, NVDA, MSFT, AMZN, BOND, and represent 18.31% of Bouvel Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: QUS (+$5.3M), LLY, INDI, PLUG, CHPT, AEHR, VICR, BLDE, MRVL, ADSK.
- Started 2 new stock positions in INDI, QUS.
- Reduced shares in these 10 stocks: NVDA, , , FNCL, AVAV, JEPI, APD, BOND, PRF, CGMS.
- Sold out of its positions in APD, FNCL, KRE, NCLH.
- Bouvel Investment Partners was a net seller of stock by $-814k.
- Bouvel Investment Partners has $232M in assets under management (AUM), dropping by 8.12%.
- Central Index Key (CIK): 0001839122
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Portfolio Holdings for Bouvel Investment Partners
Bouvel Investment Partners holds 75 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.4 | $10M | -3% | 177k | 57.86 |
|
| NVIDIA Corporation (NVDA) | 4.1 | $9.4M | -21% | 10k | 903.56 |
|
| Microsoft Corporation (MSFT) | 3.5 | $8.2M | 19k | 420.71 |
|
|
| Amazon (AMZN) | 3.2 | $7.5M | 41k | 180.38 |
|
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| Pimco Etf Tr Active Bd Etf (BOND) | 3.1 | $7.1M | -3% | 78k | 91.86 |
|
| American Express Company (AXP) | 2.8 | $6.6M | 29k | 227.69 |
|
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| Intuit (INTU) | 2.7 | $6.3M | 9.7k | 649.97 |
|
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| Palo Alto Networks (PANW) | 2.6 | $6.0M | 21k | 284.12 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $5.9M | 39k | 150.93 |
|
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| salesforce (CRM) | 2.5 | $5.9M | 20k | 301.17 |
|
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 2.5 | $5.8M | -3% | 214k | 27.04 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 2.4 | $5.6M | -3% | 147k | 38.47 |
|
| Intuitive Surgical Com New (ISRG) | 2.4 | $5.6M | 14k | 399.08 |
|
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 2.3 | $5.3M | NEW | 37k | 145.63 |
|
| Eli Lilly & Co. (LLY) | 2.2 | $5.0M | +55% | 6.5k | 777.96 |
|
| Meta Platforms Cl A (META) | 2.0 | $4.6M | 9.5k | 485.58 |
|
|
| Eaton Corp SHS (ETN) | 2.0 | $4.5M | 15k | 312.68 |
|
|
| General Electric Com New (GE) | 1.8 | $4.3M | 24k | 175.53 |
|
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| Uber Technologies (UBER) | 1.8 | $4.2M | 54k | 76.99 |
|
|
| Marvell Technology (MRVL) | 1.8 | $4.1M | 59k | 70.88 |
|
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| Honeywell International (HON) | 1.6 | $3.7M | 18k | 205.24 |
|
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.5 | $3.5M | -3% | 15k | 235.79 |
|
| Adobe Systems Incorporated (ADBE) | 1.5 | $3.5M | 6.9k | 504.60 |
|
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| SPS Commerce (SPSC) | 1.5 | $3.4M | 18k | 184.89 |
|
|
| Chipotle Mexican Grill (CMG) | 1.5 | $3.4M | 1.2k | 2906.77 |
|
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| Vanguard World Extended Dur (EDV) | 1.5 | $3.4M | -2% | 44k | 76.60 |
|
| Zscaler Incorporated (ZS) | 1.4 | $3.3M | 17k | 192.63 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $3.3M | 39k | 84.44 |
|
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| Autodesk (ADSK) | 1.3 | $3.1M | 12k | 260.42 |
|
|
| Boston Scientific Corporation (BSX) | 1.3 | $3.1M | 45k | 68.49 |
|
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| Marriott Intl Cl A (MAR) | 1.2 | $2.9M | 11k | 252.31 |
|
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 1.2 | $2.9M | 50k | 57.05 |
|
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.2 | $2.8M | -3% | 88k | 32.23 |
|
| The Trade Desk Com Cl A (TTD) | 1.2 | $2.8M | 33k | 87.42 |
|
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| Boeing Company (BA) | 1.2 | $2.8M | 15k | 192.99 |
|
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| Epam Systems (EPAM) | 1.2 | $2.8M | 10k | 276.16 |
|
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| First Solar (FSLR) | 1.2 | $2.8M | 17k | 168.80 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $2.8M | 29k | 97.53 |
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| Marsh & McLennan Companies (MMC) | 1.2 | $2.8M | 13k | 205.98 |
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| AeroVironment (AVAV) | 1.1 | $2.6M | -31% | 17k | 153.28 |
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| Palantir Technologies Cl A (PLTR) | 1.1 | $2.6M | 113k | 23.01 |
|
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.1 | $2.6M | -2% | 36k | 72.33 |
|
| Teradyne (TER) | 1.1 | $2.6M | 23k | 112.83 |
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| Morgan Stanley Com New (MS) | 1.1 | $2.4M | 26k | 94.16 |
|
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| Ishares Tr Select Divid Etf (DVY) | 1.0 | $2.3M | -3% | 18k | 123.18 |
|
| Tyler Technologies (TYL) | 0.9 | $2.2M | 5.1k | 424.97 |
|
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| MasTec (MTZ) | 0.8 | $1.9M | +2% | 20k | 93.25 |
|
| 4068594 Enphase Energy (ENPH) | 0.7 | $1.7M | +2% | 14k | 120.98 |
|
| Aspen Aerogels (ASPN) | 0.7 | $1.7M | 94k | 17.60 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.7 | $1.6M | 90k | 18.38 |
|
|
| Gentherm (THRM) | 0.7 | $1.6M | +2% | 28k | 57.58 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.7 | $1.5M | 26k | 58.06 |
|
|
| Block Cl A (SQ) | 0.7 | $1.5M | +2% | 18k | 84.58 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.6 | $1.5M | 22k | 68.16 |
|
|
| Iteris (ITI) | 0.6 | $1.5M | +2% | 302k | 4.94 |
|
| Altus Power Com Cl A (AMPS) | 0.6 | $1.5M | +2% | 306k | 4.78 |
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| Hexcel Corporation (HXL) | 0.6 | $1.4M | 20k | 72.85 |
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| Paypal Holdings (PYPL) | 0.6 | $1.4M | 22k | 66.99 |
|
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| Shopify Cl A (SHOP) | 0.6 | $1.4M | 18k | 77.17 |
|
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| Paycom Software (PAYC) | 0.6 | $1.3M | 6.5k | 199.01 |
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| Plug Power Com New (PLUG) | 0.5 | $1.3M | +80% | 365k | 3.44 |
|
| Hubspot (HUBS) | 0.5 | $1.1M | +2% | 1.8k | 626.56 |
|
| Indie Semiconductor Class A Com (INDI) | 0.4 | $989k | NEW | 140k | 7.08 |
|
| Universal Display Corporation (OLED) | 0.4 | $988k | 5.9k | 168.45 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $951k | 8.2k | 115.30 |
|
|
| Vicor Corporation (VICR) | 0.4 | $927k | +42% | 24k | 38.24 |
|
| Illumina (ILMN) | 0.4 | $899k | 6.5k | 137.32 |
|
|
| Blade Air Mobility Cl A Com (BLDE) | 0.3 | $767k | +49% | 269k | 2.85 |
|
| Aehr Test Systems (AEHR) | 0.3 | $677k | +85% | 55k | 12.40 |
|
| Synchronoss Technologies Com New (SNCR) | 0.3 | $642k | +3% | 77k | 8.35 |
|
| Unity Software (U) | 0.3 | $608k | +2% | 23k | 26.70 |
|
| Sabre (SABR) | 0.3 | $608k | +3% | 251k | 2.42 |
|
| Chargepoint Holdings Com Cl A (CHPT) | 0.2 | $576k | +138% | 303k | 1.90 |
|
| Cerus Corporation (CERS) | 0.2 | $510k | +4% | 270k | 1.89 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.1 | $148k | 46k | 3.21 |
|
Past Filings by Bouvel Investment Partners
SEC 13F filings are viewable for Bouvel Investment Partners going back to 2020
- Bouvel Investment Partners 2024 Q1 filed April 16, 2024
- Bouvel Investment Partners 2023 Q4 filed Jan. 11, 2024
- Bouvel Investment Partners 2023 Q3 filed Oct. 11, 2023
- Bouvel Investment Partners 2023 Q2 filed July 14, 2023
- Bouvel Investment Partners 2023 Q1 filed April 11, 2023
- Bouvel Investment Partners 2022 Q4 filed Jan. 19, 2023
- Bouvel Investment Partners 2022 Q3 filed Oct. 14, 2022
- Bouvel Investment Partners 2022 Q2 filed July 13, 2022
- Bouvel Investment Partners 2022 Q1 filed April 11, 2022
- Bouvel Investment Partners 2021 Q4 filed Jan. 19, 2022
- Bouvel Investment Partners 2021 Q3 filed Oct. 7, 2021
- Bouvel Investment Partners 2021 Q2 filed July 12, 2021
- Bouvel Investment Partners 2021 Q1 filed April 16, 2021
- Bouvel Investment Partners 2020 Q4 restated filed Feb. 12, 2021
- Bouvel Investment Partners 2020 Q4 filed Feb. 2, 2021