Latest Bouvel Investment Partners, LLC Stock Portfolio
$258Million– No. of Holdings #76
About Bouvel Investment Partners, LLC and 13F Hedge Fund Stock Holdings
Bouvel Investment Partners, LLC is a hedge fund based in PHOENIXVILLE, PA. On 26-Feb-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $205.8 Millions. In it's latest 13F Holdings report, Bouvel Investment Partners, LLC reported an equity portfolio of $258.5 Millions as of 30 Sep, 2024.
The top stock holdings of Bouvel Investment Partners, LLC are , BOND, NVDA. The fund has invested 4.6% of it's portfolio in MORGAN STANLEY ETF TRUST and 4.3% of portfolio in PIMCO ETF TR.
The top stock holdings of Bouvel Investment Partners, LLC are , BOND, NVDA. The fund has invested 4.6% of it's portfolio in MORGAN STANLEY ETF TRUST and 4.3% of portfolio in PIMCO ETF TR.
Bouvel Investment Partners, LLC Equity Portfolio Value
Last Reported on: 16 Oct, 2024
Bouvel Investment Partners, LLC Annual Return Estimates Vs S&P 500
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Additions
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Sector Distribution
| Sector | % |
|---|---|
| Technology | 36.9 |
| Others | 29.2 |
| Industrials | 11.7 |
| Healthcare | 7 |
| Consumer Cyclical | 5.3 |
| Financial Services | 4.7 |
| Communication Services | 4.7 |
Market Cap. Distribution
| Category | % |
|---|---|
| LARGE-CAP | 38.8 |
| UNALLOCATED | 29.2 |
| MEGA-CAP | 21.9 |
| MID-CAP | 5.2 |
| SMALL-CAP | 3.6 |
| MICRO-CAP | 1.2 |
Stocks belong to which Index?
| Index | % |
|---|---|
| S&P 500 | 51.6 |
| Others | 40.1 |
| RUSSELL 2000 | 8.3 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Bouvel Investment Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Bouvel Investment Partners, LLC
Last Reported on: 16 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 1.12 | 91,575 | 2,889,190 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.58 | 26,154 | 1,506,730 | unchanged | 0.00 | ||
| ADBE | adobe inc | 1.48 | 6,897 | 3,831,560 | unchanged | 0.00 | ||
| ADPT | adaptive biotechnologies cor | 0.06 | 45,880 | 166,084 | unchanged | 0.00 | ||
| ADSK | autodesk inc | 1.15 | 11,962 | 2,960,000 | unchanged | 0.00 | ||
| AEHR | aehr test sys | 0.24 | 56,252 | 628,335 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 0.92 | 14,622 | 2,371,840 | unchanged | 0.00 | ||
| AMPS | altus power inc | 0.46 | 305,730 | 1,198,460 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 3.09 | 41,284 | 7,978,130 | unchanged | 0.00 | ||
| ASPN | aspen aerogels inc | 0.86 | 93,760 | 2,236,180 | unchanged | 0.00 | ||
| AVAV | aerovironment inc | 1.22 | 17,296 | 3,150,550 | unchanged | 0.00 | ||
| AXP | american express co | 2.58 | 28,765 | 6,660,540 | unchanged | 0.00 | ||
| BA | boeing co | 1.02 | 14,454 | 2,630,770 | unchanged | 0.00 | ||
| BBAX | j p morgan exchange traded f | 3.92 | 178,561 | 10,120,800 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 2.11 | 37,051 | 5,463,130 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 1.01 | 37,314 | 2,622,800 | unchanged | 0.00 | ||
| BLDE | blade air mobility inc | 0.36 | 270,925 | 942,819 | unchanged | 0.00 | ||
| BOND | pimco etf tr | 4.29 | 121,805 | 11,094,000 | unchanged | 0.00 | ||
| BSX | boston scientific corp | 1.32 | 44,446 | 3,422,790 | unchanged | 0.00 | ||
| CERS | cerus corp | 0.18 | 269,938 | 475,091 | unchanged | 0.00 | ||