Bouvel Investment Partners

Bouvel Investment Partners as of June 30, 2022

Portfolio Holdings for Bouvel Investment Partners

Bouvel Investment Partners holds 66 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 1 3 Yr Treas Bd (SHY) 5.5 $7.4M 89k 82.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.4 $7.1M 142k 50.12
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 3.8 $5.0M 34k 148.21
Microsoft Corporation (MSFT) 3.5 $4.6M 18k 256.83
Amazon (AMZN) 3.0 $4.0M 38k 106.20
Palo Alto Networks (PANW) 3.0 $4.0M 8.1k 493.91
Alphabet Cap Stk Cl A (GOOGL) 3.0 $4.0M 1.8k 2179.16
American Express Company (AXP) 2.8 $3.7M 27k 138.60
Fidelity Covington Trust Msci Finls Idx (FNCL) 2.8 $3.7M 82k 44.63
Intuit (INTU) 2.6 $3.4M 8.9k 385.40
Wells Fargo & Company (WFC) 2.4 $3.2M 82k 39.17
salesforce (CRM) 2.2 $3.0M 18k 165.05
Honeywell International (HON) 2.2 $3.0M 17k 173.78
Marriott Intl Cl A (MAR) 2.2 $2.9M 22k 136.00
Bank of America Corporation (BAC) 2.0 $2.7M 85k 31.13
Intuitive Surgical Com New (ISRG) 2.0 $2.6M 13k 200.67
Epam Systems (EPAM) 1.9 $2.6M 8.7k 294.79
Raytheon Technologies Corp (RTX) 1.9 $2.5M 26k 96.13
Hexcel Corporation (HXL) 1.9 $2.5M 48k 52.31
NVIDIA Corporation (NVDA) 1.8 $2.4M 16k 151.58
SPS Commerce (SPSC) 1.8 $2.3M 21k 113.05
Marvell Technology (MRVL) 1.8 $2.3M 54k 43.52
Ishares Tr Select Divid Etf (DVY) 1.7 $2.3M 20k 117.67
4068594 Enphase Energy (ENPH) 1.7 $2.3M 12k 195.21
AeroVironment (AVAV) 1.7 $2.2M 27k 82.21
Plug Power Com New (PLUG) 1.6 $2.2M 130k 16.57
Adobe Systems Incorporated (ADBE) 1.6 $2.1M 5.9k 366.14
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $2.0M 32k 60.35
Autodesk (ADSK) 1.5 $1.9M 11k 171.99
Ishares Tr Core Div Grwth (DGRO) 1.4 $1.8M 39k 47.63
Boeing Company (BA) 1.4 $1.8M 13k 136.71
Fidelity Covington Trust Vlu Factor Etf (FVAL) 1.4 $1.8M 42k 43.01
Silicon Laboratories (SLAB) 1.3 $1.8M 13k 140.19
Paycom Software (PAYC) 1.3 $1.7M 6.1k 280.18
Teradyne (TER) 1.3 $1.7M 19k 89.55
Teleflex Incorporated (TFX) 1.1 $1.5M 6.2k 245.88
General Electric Com New (GE) 1.1 $1.4M 23k 63.65
Tyler Technologies (TYL) 1.1 $1.4M 4.3k 332.48
Meta Platforms Cl A (META) 1.1 $1.4M 8.8k 161.22
Paypal Holdings (PYPL) 1.1 $1.4M 20k 69.83
Chipotle Mexican Grill (CMG) 1.0 $1.3M 1.0k 1307.08
Tripadvisor (TRIP) 1.0 $1.3M 74k 17.80
First Solar (FSLR) 1.0 $1.3M 19k 68.15
Norwegian Cruise Line Hldg L SHS (NCLH) 0.9 $1.3M 113k 11.12
Sabre (SABR) 0.9 $1.2M 214k 5.83
Gentherm (THRM) 0.9 $1.2M 20k 62.41
Cerus Corporation (CERS) 0.9 $1.1M 215k 5.29
Crispr Therapeutics Namen Akt (CRSP) 0.8 $1.1M 19k 60.75
Dex (DXCM) 0.8 $1.1M 15k 74.56
Uber Technologies (UBER) 0.8 $1.0M 51k 20.45
Palantir Technologies Cl A (PLTR) 0.7 $948k 105k 9.07
Block Cl A (SQ) 0.7 $932k 15k 61.43
Kratos Defense & Sec Solutio Com New (KTOS) 0.6 $852k 61k 13.87
Illumina (ILMN) 0.6 $738k 4.0k 184.36
Synchronoss Technologies 0.5 $672k 584k 1.15
Iteris (ITI) 0.5 $645k 223k 2.89
Docusign (DOCU) 0.5 $643k 11k 57.41
Twilio Cl A (TWLO) 0.4 $525k 6.3k 83.79
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $514k 6.1k 83.74
Universal Display Corporation (OLED) 0.4 $499k 4.9k 101.09
Unity Software (U) 0.4 $492k 13k 36.82
Shopify Cl A (SHOP) 0.4 $477k 15k 31.26
Chegg (CHGG) 0.2 $285k 15k 18.76
Tree (TREE) 0.2 $273k 6.2k 43.83
Air Products & Chemicals (APD) 0.2 $208k 867.00 239.91
Adaptive Biotechnologies Cor (ADPT) 0.1 $117k 15k 8.07