Bouvel Investment Partners

Bouvel Investment Partners as of Sept. 30, 2023

Portfolio Holdings for Bouvel Investment Partners

Bouvel Investment Partners holds 77 positions in its portfolio as reported in the September 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) 5.4 $10M 186k 53.56
Pimco Etf Tr Active Bd Etf (BOND) 3.8 $7.1M 81k 87.90
Microsoft Corporation (MSFT) 3.3 $6.0M 19k 315.74
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 3.1 $5.7M 223k 25.52
NVIDIA Corporation (NVDA) 3.0 $5.6M 13k 434.99
Amazon (AMZN) 2.8 $5.1M 40k 127.12
Alphabet Cap Stk Cl A (GOOGL) 2.7 $5.0M 38k 130.86
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 2.7 $5.0M 156k 31.82
Intuit (INTU) 2.6 $4.8M 9.5k 510.91
Palo Alto Networks (PANW) 2.6 $4.8M 21k 234.43
American Express Company (AXP) 2.3 $4.2M 28k 149.19
Intuitive Surgical Com New (ISRG) 2.2 $4.0M 14k 292.28
salesforce (CRM) 2.1 $3.9M 19k 202.77
Adobe Systems Incorporated (ADBE) 1.8 $3.4M 6.6k 509.90
Honeywell International (HON) 1.8 $3.3M 18k 184.73
Vanguard World Extended Dur (EDV) 1.7 $3.2M 46k 70.03
Marvell Technology (MRVL) 1.7 $3.1M 57k 54.13
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.7 $3.1M 16k 194.77
Eaton Corp SHS (ETN) 1.6 $3.0M 14k 213.28
SPS Commerce (SPSC) 1.6 $3.0M 18k 170.61
Meta Platforms Cl A (META) 1.5 $2.8M 9.4k 300.21
Ishares Tr Pfd And Incm Sec (PFF) 1.5 $2.7M 91k 30.15
Boeing Company (BA) 1.5 $2.7M 14k 191.68
AeroVironment (AVAV) 1.5 $2.7M 24k 111.53
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $2.6M 39k 68.42
General Electric Com New (GE) 1.4 $2.6M 24k 110.55
Zscaler Incorporated (ZS) 1.4 $2.6M 17k 155.59
First Solar (FSLR) 1.4 $2.6M 16k 161.59
Marsh & McLennan Companies (MMC) 1.4 $2.5M 13k 190.30
Epam Systems (EPAM) 1.3 $2.5M 9.7k 255.69
The Trade Desk Com Cl A (TTD) 1.3 $2.5M 32k 78.15
Uber Technologies (UBER) 1.3 $2.5M 54k 45.99
Vanguard Bd Index Fds Long Term Bond (BLV) 1.3 $2.5M 37k 67.06
Autodesk (ADSK) 1.3 $2.4M 12k 206.91
Fidelity Covington Trust Vlu Factor Etf (FVAL) 1.3 $2.4M 51k 47.85
Boston Scientific Corporation (BSX) 1.2 $2.3M 44k 52.80
Marriott Intl Cl A (MAR) 1.2 $2.2M 11k 196.56
Teradyne (TER) 1.2 $2.2M 22k 100.46
Eli Lilly & Co. (LLY) 1.1 $2.1M 4.0k 537.13
Morgan Stanley Com New (MS) 1.1 $2.1M 25k 81.67
Chipotle Mexican Grill (CMG) 1.1 $2.1M 1.1k 1831.83
Ishares Tr Select Divid Etf (DVY) 1.1 $2.0M 19k 107.64
Raytheon Technologies Corp (RTX) 1.1 $2.0M 28k 71.97
Spdr Ser Tr S&p Regl Bkg (KRE) 1.0 $1.9M 46k 41.77
Tyler Technologies (TYL) 1.0 $1.9M 4.9k 386.10
Palantir Technologies Cl A (PLTR) 1.0 $1.8M 111k 16.00
Paycom Software (PAYC) 0.9 $1.7M 6.4k 259.27
4068594 Enphase Energy (ENPH) 0.9 $1.6M 13k 120.15
Altus Power Com Cl A (AMPS) 0.8 $1.5M 293k 5.25
Gentherm (THRM) 0.8 $1.4M 27k 54.26
Plug Power Com New (PLUG) 0.8 $1.4M 187k 7.60
MasTec (MTZ) 0.7 $1.4M 19k 71.97
Ishares Tr Core Div Grwth (DGRO) 0.7 $1.3M 27k 49.53
Kratos Defense & Sec Solutio Com New (KTOS) 0.7 $1.3M 87k 15.02
Hexcel Corporation (HXL) 0.7 $1.3M 19k 65.14
Paypal Holdings (PYPL) 0.7 $1.2M 21k 58.46
Iteris (ITI) 0.7 $1.2M 292k 4.14
Norwegian Cruise Line Hldg L SHS (NCLH) 0.6 $1.2M 72k 16.48
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.6 $1.1M 25k 46.56
Sabre (SABR) 0.6 $1.1M 238k 4.49
Vicor Corporation (VICR) 0.5 $961k 16k 58.89
Crispr Therapeutics Namen Akt (CRSP) 0.5 $949k 21k 45.39
Shopify Cl A (SHOP) 0.5 $921k 17k 54.57
Universal Display Corporation (OLED) 0.5 $883k 5.6k 156.99
Illumina (ILMN) 0.5 $855k 6.2k 137.28
Hubspot (HUBS) 0.5 $848k 1.7k 492.50
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $779k 8.3k 94.19
Aspen Aerogels (ASPN) 0.4 $777k 90k 8.60
Block Cl A (XYZ) 0.4 $760k 17k 44.26
Unity Software (U) 0.4 $682k 22k 31.39
Twilio Cl A (TWLO) 0.3 $646k 11k 58.53
Synchronoss Technologies 0.3 $617k 643k 0.96
Chargepoint Holdings Com Cl A 0.3 $599k 121k 4.97
Blade Air Mobility Cl A Com (SRTA) 0.2 $454k 175k 2.59
Cerus Corporation (CERS) 0.2 $408k 252k 1.62
Air Products & Chemicals (APD) 0.1 $246k 867.00 283.40
Adaptive Biotechnologies Cor (ADPT) 0.1 $241k 44k 5.45