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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
GOOGLAlphabet Inc
Recent Activity
Increased 1.13%
1.65%
$4.553M
24,054 shares@ $189.3 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 1.38%
1.51%
$4.171M
18,467 shares@ $225.89 avg price
GEGe Aerospace
Recent Activity
Increased 0.99%
1.49%
$4.107M
24,622 shares@ $166.79 avg price
BSXBoston Scientific Corp
Recent Activity
Increased 1.69%
1.48%
$4.1M
45,907 shares@ $89.32 avg price
TTDThe Trade Desk Inc
Recent Activity
Increased 2.01%
1.43%
$3.943M
33,551 shares@ $117.53 avg price
BABoeing Co
Recent Activity
Decreased -1.12%
1.38%
$3.826M
21,616 shares@ $177.0 avg price
IVWIshares Tr
Recent Activity
Decreased -2.74%
1.36%
$3.77M
37,134 shares@ $101.53 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -1.27%
1.36%
$3.769M
7,765 shares@ $485.36 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -2.26%
1.29%
$3.565M
14,048 shares@ $253.75 avg price
ADSKAutodesk Inc
Recent Activity
Increased 0.53%
1.29%
$3.562M
12,051 shares@ $295.57 avg price