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STEPHANE BOUVEL

@Bouvel Investment Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$277.475MTotal holdings78
Assets growth rate4.36%Assets growth rate (2-Q avg)3.61%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Bouvel Investment Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Bouvel Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 277.475M in assets, with a quarterly growth rate of 4.36% and a 2-quarter average growth rate of 3.61%. The portfolio is managed by STEPHANE BOUVEL, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CRMSalesforce Inc
Recent Activity
Increased 1.1%
2.38%
$6.597M
19,733 shares@ $334.33 avg price
INTUIntuit
Recent Activity
Increased 0.66%
2.21%
$6.125M
9,746 shares@ $628.47 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
Decreased -0.75%
2.12%
$5.858M
214,744 shares@ $27.28 avg price
QUSSpdr Ser Tr
Recent Activity
Decreased -1.28%
2.04%
$5.659M
36,543 shares@ $154.86 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 103.28%
2.04%
$5.653M
31,066 shares@ $181.96 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.86%
2.02%
$5.603M
9,570 shares@ $585.52 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.78%
2%
$5.532M
137,124 shares@ $40.34 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1.63%
1.85%
$5.129M
6,644 shares@ $772.0 avg price
ETNEaton Corp Plc
Recent Activity
Increased 1.76%
1.79%
$4.957M
14,937 shares@ $331.87 avg price
IMCGIshares Tr
Recent Activity
New Position
1.67%
$4.613M
61,080 shares@ $75.53 avg price