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Home > Institutional Investor > Bouvel Investment Partners, Llc > Profile

Instuitional Investor - Bouvel Investment Partners, Llc

Fund Profile
Filing Period:
Fund Name: Bouvel Investment Partners, Llc
Portfolio Value $344,642,140
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 238,621 $22,019,946 6.39%
2.
Morgan Stanley Etf Trust
 261,072 $13,249,404 3.84%
3.
Capital Group Dividend Value
 274,502 $11,677,315 3.39%
4.
Broadcom Inc.
 AVGO 36,234 $11,214,785 3.25%
5.
Nvidia Corp
 NVDA 63,495 $11,073,528 3.21%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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