Bouvel Investment Partners

Bouvel Investment Partners as of June 30, 2023

Portfolio Holdings for Bouvel Investment Partners

Bouvel Investment Partners holds 72 positions in its portfolio as reported in the June 2023 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) 5.7 $10M 187k 55.33
NVIDIA Corporation (NVDA) 3.8 $7.0M 17k 423.02
Microsoft Corporation (MSFT) 3.5 $6.4M 19k 340.53
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.3 $5.9M 73k 81.08
Palo Alto Networks (PANW) 2.9 $5.2M 20k 255.50
Amazon (AMZN) 2.8 $5.2M 40k 130.36
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 2.8 $5.1M 31k 163.65
American Express Company (AXP) 2.7 $4.9M 28k 174.20
Intuitive Surgical Com New (ISRG) 2.5 $4.6M 14k 341.93
Alphabet Cap Stk Cl A (GOOGL) 2.5 $4.5M 38k 119.70
SPS Commerce (SPSC) 2.4 $4.5M 23k 192.06
Intuit (INTU) 2.3 $4.3M 9.3k 458.17
Marriott Intl Cl A (MAR) 2.3 $4.1M 23k 183.69
salesforce (CRM) 2.2 $4.0M 19k 211.25
Honeywell International (HON) 2.0 $3.7M 18k 207.49
Marvell Technology (MRVL) 1.8 $3.4M 56k 59.78
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.8 $3.2M 16k 205.77
Adobe Systems Incorporated (ADBE) 1.8 $3.2M 6.6k 488.99
First Solar (FSLR) 1.6 $3.0M 16k 190.09
Boeing Company (BA) 1.6 $3.0M 14k 211.16
Ishares Tr Pfd And Incm Sec (PFF) 1.5 $2.8M 91k 30.93
Eaton Corp SHS (ETN) 1.5 $2.8M 14k 201.10
Norwegian Cruise Line Hldg L SHS (NCLH) 1.5 $2.7M 126k 21.77
Raytheon Technologies Corp (RTX) 1.5 $2.7M 28k 97.96
Meta Platforms Cl A (META) 1.5 $2.7M 9.2k 286.98
General Electric Com New (GE) 1.4 $2.6M 24k 109.85
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $2.5M 36k 70.48
AeroVironment (AVAV) 1.4 $2.5M 24k 102.28
Zscaler Incorporated (ZS) 1.3 $2.4M 17k 146.30
Chipotle Mexican Grill (CMG) 1.3 $2.4M 1.1k 2139.00
Marsh & McLennan Companies (MMC) 1.3 $2.4M 13k 188.08
Teradyne (TER) 1.3 $2.4M 22k 111.33
Autodesk (ADSK) 1.3 $2.4M 12k 204.61
Boston Scientific Corporation (BSX) 1.3 $2.3M 43k 54.09
Fidelity Covington Trust Vlu Factor Etf (FVAL) 1.3 $2.3M 47k 49.10
Uber Technologies (UBER) 1.2 $2.3M 53k 43.17
Silicon Laboratories (SLAB) 1.2 $2.3M 14k 157.74
MasTec (MTZ) 1.2 $2.2M 19k 117.97
Epam Systems (EPAM) 1.2 $2.2M 9.7k 224.75
4068594 Enphase Energy (ENPH) 1.2 $2.2M 13k 167.47
Morgan Stanley Com New (MS) 1.2 $2.1M 25k 85.40
Ishares Tr Select Divid Etf (DVY) 1.2 $2.1M 19k 113.30
Dex (DXCM) 1.1 $2.0M 16k 128.51
Tyler Technologies (TYL) 1.1 $2.0M 4.9k 416.43
Paycom Software (PAYC) 1.1 $2.0M 6.3k 321.24
Spdr Ser Tr S&p Regl Bkg (KRE) 1.1 $2.0M 48k 40.83
Palantir Technologies Cl A (PLTR) 0.9 $1.7M 109k 15.33
Vanguard Bd Index Fds Long Term Bond (BLV) 0.9 $1.6M 22k 74.92
Plug Power Com New (PLUG) 0.8 $1.5M 149k 10.39
Gentherm (THRM) 0.8 $1.5M 26k 56.51
Paypal Holdings (PYPL) 0.8 $1.4M 21k 66.73
Tripadvisor (TRIP) 0.7 $1.4M 83k 16.49
Kratos Defense & Sec Solutio Com New (KTOS) 0.7 $1.2M 87k 14.34
Ishares Tr Core Div Grwth (DGRO) 0.7 $1.2M 24k 51.53
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.6 $1.2M 25k 47.07
Crispr Therapeutics Namen Akt (CRSP) 0.6 $1.2M 21k 56.14
Iteris (ITI) 0.6 $1.1M 290k 3.96
Block Cl A (XYZ) 0.6 $1.1M 17k 66.57
Shopify Cl A (SHOP) 0.6 $1.1M 17k 64.60
Chargepoint Holdings Com Cl A 0.6 $1.1M 120k 8.79
Unity Software (U) 0.5 $949k 22k 43.42
Illumina (ILMN) 0.5 $841k 4.5k 187.49
Sabre (SABR) 0.4 $754k 236k 3.19
Aspen Aerogels (ASPN) 0.4 $705k 89k 7.89
Twilio Cl A (TWLO) 0.4 $701k 11k 63.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $693k 7.1k 97.84
Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $624k 7.7k 81.24
Cerus Corporation (CERS) 0.3 $607k 247k 2.46
Synchronoss Technologies 0.3 $592k 637k 0.93
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $331k 3.6k 91.62
Adaptive Biotechnologies Cor (ADPT) 0.2 $294k 44k 6.71
Air Products & Chemicals (APD) 0.1 $260k 867.00 299.53