Bouvel Investment Partners, LLC Portfolio Holdings by Sector
Bouvel Investment Partners, LLC
- $225 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JEPI BOND PRF QUS VOT EDV IVW FVAL 13 stocks |
$51,547
22.9% of portfolio
|
  1  
|
  12  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
INTU CRM UBER ADSK TTD TYL SHOP PAYC 10 stocks |
$28,863
12.82% of portfolio
|
  5  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW ADBE SPSC ZS PLTR SQ 7 stocks |
$28,473
12.65% of portfolio
|
  2  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA MRVL 2 stocks |
$13,525
6.01% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA RTX AVAV KTOS HXL 5 stocks |
$11,318
5.03% of portfolio
|
- |
  5  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$10,512
4.67% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN GE 2 stocks |
$8,799
3.91% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP PYPL 2 stocks |
$8,013
3.56% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$7,463
3.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$5,552
2.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$5,024
2.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Solar | Technology
FSLR ENPH 2 stocks |
$4,458
1.98% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
TER INDI AEHR 3 stocks |
$4,234
1.88% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$3,731
1.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX CERS 2 stocks |
$3,562
1.58% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$3,377
1.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$2,886
1.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
EPAM 1 stocks |
$2,796
1.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$2,764
1.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$2,436
1.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
OLED VICR 2 stocks |
$1,914
0.85% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
MTZ 1 stocks |
$1,864
0.83% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
ASPN 1 stocks |
$1,657
0.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
CRSP ADPT 2 stocks |
$1,641
0.73% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
THRM 1 stocks |
$1,604
0.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
ITI 1 stocks |
$1,490
0.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
AMPS 1 stocks |
$1,461
0.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
PLUG 1 stocks |
$1,255
0.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
ILMN 1 stocks |
$899
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Airports & Air Services | Industrials
BLDE 1 stocks |
$766
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
SABR 1 stocks |
$607
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
CHPT 1 stocks |
$576
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|