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 |