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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 $265,907,493
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Morgan Stanley Etf Trust
 240,903 $12,478,775 4.69%
2.
Pimco Etf Trust
 123,759 $11,708,839 4.4%
3.
J P Morgan Exchange Traded F
 178,840 $10,642,768 4%
4.
Nvidia Corp
 NVDA 74,553 $9,053,716 3.4%
5.
Microsoft Corp
 MSFT 19,467 $8,376,435 3.15%
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)