test

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
DVYIshares Tr
Recent Activity
Increased 35.2%
1.25%
$3.445M
26,236 shares@ $131.29 avg price
SPSCSps Comm Inc
Recent Activity
Increased 1.11%
1.22%
$3.359M
18,258 shares@ $183.99 avg price
MSMorgan Stanley
Recent Activity
Increased 2.66%
1.21%
$3.346M
26,611 shares@ $125.73 avg price
RTXRtx Corporation
Recent Activity
Increased 0.76%
1.21%
$3.331M
28,788 shares@ $115.72 avg price
UBERUber Technologies Inc
Recent Activity
Increased 0.68%
1.19%
$3.3M
54,701 shares@ $60.32 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 78.54%
1.18%
$3.261M
57,844 shares@ $56.39 avg price
ZSZscaler Inc
Recent Activity
Increased 1.4%
1.15%
$3.166M
17,547 shares@ $180.41 avg price
PFFIshares Tr
Recent Activity
Increased 1.05%
1.09%
$3.011M
95,770 shares@ $31.45 avg price
TYLTyler Technologies Inc
Recent Activity
Increased 1.05%
1.07%
$2.963M
5,139 shares@ $576.59 avg price
FVALFidelity Covington Trust
Recent Activity
Decreased -3.96%
1.07%
$2.962M
48,142 shares@ $61.53 avg price