Bouvel Investment Partners, LLC Portfolio Holdings

Bouvel Investment Partners, LLC

  • $244 Million
  • Q3 2024

Bouvel Investment Partners, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $244 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco Active Bond Exchange Tra with a value of $11.7M, J P Morgan Exchange Traded Fd with a value of $10.6M, Nvidia Corp with a value of $9.05M, Microsoft Corp with a value of $8.38M, and American Express CO with a value of $7.84M.

Examining the 13F form we can see an decrease of $3.15M in the current position value, from $247M to 244M.

Below you can find more details about Bouvel Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $244 Million
Technology: $97.3 Million
ETFs: $60.6 Million
Industrials: $33.7 Million
Healthcare: $19.4 Million
Financial Services: $13.5 Million
Consumer Cyclical: $10.4 Million
Communication Services: $9.38 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$280M
$878,000 0.36% of portfolio
505,020
Q3 2024 Added 87.09%
$274M
$790,000 0.32% of portfolio
268,867
Q3 2024 Reduced 0.76%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $244 Million
  • Prior Value $247 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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