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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 $346,880,698
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 237,842 $22,138,333 6.38%
2.
Morgan Stanley Etf Trust
 266,424 $13,720,836 3.96%
3.
Broadcom Inc.
 AVGO 36,010 $12,463,061 3.59%
4.
Capital Group Dividend Value
 280,688 $12,249,224 3.53%
5.
Nvidia Corp
 NVDA 63,378 $11,819,997 3.41%
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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