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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 $295,628,238
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Morgan Stanley Etf Trust
 251,147 $12,774,592 4.32%
2.
Pimco Etf Trust
 133,748 $12,328,891 4.17%
3.
Nvidia Corp
 NVDA 76,961 $12,159,068 4.11%
4.
Palantir Technologies Inc.
 PLTR 87,753 $11,962,421 4.05%
5.
Capital Group Dividend Value
 269,954 $10,660,483 3.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)