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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 $326,668,046
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 152,100 $14,198,535 4.35%
2.
Morgan Stanley Etf Trust
 241,427 $12,421,419 3.8%
3.
Nvidia Corp
 NVDA 62,922 $11,739,987 3.59%
4.
Broadcom Inc.
 AVGO 35,175 $11,604,584 3.55%
5.
Capital Group Dividend Value
 261,301 $10,982,481 3.36%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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