Bouvel Investment Partners

Bouvel Investment Partners as of March 31, 2023

Portfolio Holdings for Bouvel Investment Partners

Bouvel Investment Partners holds 69 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 1 3 Yr Treas Bd (SHY) 6.3 $11M 130k 82.16
J P Morgan Exchange Traded F Equity Premium (JEPI) 6.1 $10M 190k 54.60
Microsoft Corporation (MSFT) 3.1 $5.3M 18k 288.29
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 3.0 $5.1M 52k 99.25
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 2.9 $5.0M 32k 156.78
Palo Alto Networks (PANW) 2.9 $4.9M 25k 199.74
NVIDIA Corporation (NVDA) 2.6 $4.5M 16k 277.77
American Express Company (AXP) 2.6 $4.5M 27k 164.95
First Solar (FSLR) 2.6 $4.5M 21k 217.50
Intuit (INTU) 2.4 $4.1M 9.1k 445.81
Amazon (AMZN) 2.3 $4.0M 39k 103.29
Alphabet Cap Stk Cl A (GOOGL) 2.2 $3.8M 37k 103.73
salesforce (CRM) 2.1 $3.7M 18k 199.77
Marriott Intl Cl A (MAR) 2.1 $3.6M 22k 166.04
SPS Commerce (SPSC) 2.0 $3.4M 22k 152.30
Intuitive Surgical Com New (ISRG) 1.9 $3.3M 13k 255.46
Honeywell International (HON) 1.9 $3.3M 17k 191.11
Wells Fargo & Company (WFC) 1.8 $3.1M 83k 37.38
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.8 $3.1M 16k 194.89
Boeing Company (BA) 1.7 $2.9M 14k 212.43
Ishares Tr Pfd And Incm Sec (PFF) 1.7 $2.9M 91k 31.22
Epam Systems (EPAM) 1.6 $2.8M 9.4k 299.00
AeroVironment (AVAV) 1.6 $2.7M 29k 91.66
Raytheon Technologies Corp (RTX) 1.5 $2.6M 27k 97.93
4068594 Enphase Energy (ENPH) 1.5 $2.6M 12k 210.27
Bank of America Corporation (BAC) 1.5 $2.5M 87k 28.60
Adobe Systems Incorporated (ADBE) 1.4 $2.4M 6.3k 385.37
Silicon Laboratories (SLAB) 1.4 $2.4M 14k 175.09
Marvell Technology (MRVL) 1.4 $2.4M 55k 43.30
Autodesk (ADSK) 1.4 $2.4M 11k 208.16
Ishares Tr Select Divid Etf (DVY) 1.3 $2.3M 19k 117.18
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $2.2M 35k 63.89
Teradyne (TER) 1.3 $2.2M 21k 107.51
General Electric Com New (GE) 1.3 $2.2M 23k 95.60
Spdr Ser Tr S&p Regl Bkg (KRE) 1.3 $2.1M 49k 43.86
Boston Scientific Corporation (BSX) 1.2 $2.1M 42k 50.03
Fidelity Covington Trust Vlu Factor Etf (FVAL) 1.2 $2.1M 46k 45.76
Meta Platforms Cl A (META) 1.1 $1.9M 9.0k 211.94
Paycom Software (PAYC) 1.1 $1.9M 6.1k 304.01
Chipotle Mexican Grill (CMG) 1.1 $1.8M 1.1k 1708.29
Dex (DXCM) 1.1 $1.8M 16k 116.18
MasTec (MTZ) 1.0 $1.7M 18k 94.44
Tyler Technologies (TYL) 1.0 $1.6M 4.6k 354.60
Plug Power Com New (PLUG) 1.0 $1.6M 140k 11.72
Uber Technologies (UBER) 1.0 $1.6M 51k 31.70
Norwegian Cruise Line Hldg L SHS (NCLH) 0.9 $1.6M 120k 13.45
Tripadvisor (TRIP) 0.9 $1.6M 79k 19.86
Paypal Holdings (PYPL) 0.9 $1.5M 20k 75.94
Gentherm (THRM) 0.9 $1.5M 25k 60.42
Iteris (ITI) 0.8 $1.3M 279k 4.69
Ishares Tr Core Div Grwth (DGRO) 0.7 $1.2M 24k 49.99
Chargepoint Holdings Com Cl A (CHPT) 0.7 $1.2M 111k 10.47
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.7 $1.1M 25k 45.10
Block Cl A (SQ) 0.7 $1.1M 16k 68.65
Kratos Defense & Sec Solutio Com New (KTOS) 0.7 $1.1M 83k 13.48
Illumina (ILMN) 0.6 $1.0M 4.3k 232.55
Sabre (SABR) 0.6 $974k 227k 4.29
Crispr Therapeutics Namen Akt (CRSP) 0.5 $903k 20k 45.23
Palantir Technologies Cl A (PLTR) 0.5 $898k 106k 8.45
Shopify Cl A (SHOP) 0.5 $787k 16k 47.94
Twilio Cl A (TWLO) 0.4 $703k 11k 66.63
Cerus Corporation (CERS) 0.4 $695k 234k 2.97
Unity Software (U) 0.4 $682k 21k 32.44
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $658k 7.3k 90.55
Ge Healthcare Technologies I Common Stock (GEHC) 0.4 $623k 7.6k 82.03
Synchronoss Technologies 0.3 $592k 630k 0.94
Chegg (CHGG) 0.3 $500k 31k 16.30
Adaptive Biotechnologies Cor (ADPT) 0.2 $375k 42k 8.83
Air Products & Chemicals (APD) 0.1 $249k 867.00 287.21