Portfolio (Quarterly)
Guide ↗
Bouvel Investment Partners, LLC
· CIK 0001839122| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MRVL | MARVELL TECHNOLOGY INC | Technology | 72,543.0 | $6.2M | 1.78% | NEW | — | $84.98 | +144.7% |
| 22 | BA | BOEING CO | Industrials | 26,892.0 | $5.8M | 1.68% | NEW | — | $217.12 | -5.7% |
| 23 | PANW | PALO ALTO NETWORKS INC | Technology | 31,146.0 | $5.7M | 1.65% | NEW | — | $184.20 | +85.8% |
| 24 | SNOW | SNOWFLAKE INC | Technology | 25,453.0 | $5.6M | 1.61% | NEW | — | $219.36 | +23.9% |
| 25 | RTX | RTX CORPORATION | Industrials | 28,920.0 | $5.3M | 1.53% | NEW | — | $183.40 | +5.6% |
| 26 | CRM | SALESFORCE INC | Technology | 19,905.0 | $5.3M | 1.52% | NEW | — | $264.90 | -35.8% |
| 27 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 63,104.0 | $4.8M | 1.38% | NEW | — | $75.91 | -36.5% |
| 28 | ETN | EATON CORP PLC | Industrials | 15,022.0 | $4.8M | 1.38% | NEW | — | $318.51 | +26.5% |
| 29 | IWF | ISHARES TR | — | 10,026.0 | $4.7M | 1.37% | NEW | — | $473.30 | -74.4% |
| 30 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 26,208.0 | $4.7M | 1.34% | NEW | — | $177.75 | -25.4% |
| 31 | UBER | UBER TECHNOLOGIES INC | Technology | 54,651.0 | $4.5M | 1.29% | NEW | — | $81.71 | -12.4% |
| 32 | APH | AMPHENOL CORP NEW | Technology | 32,594.0 | $4.4M | 1.27% | NEW | — | $135.14 | +16.8% |
| 33 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 46,142.0 | $4.4M | 1.27% | NEW | — | $95.35 | -54.7% |
| 34 | TER | TERADYNE INC | Technology | 22,575.0 | $4.4M | 1.26% | NEW | — | $193.56 | +93.2% |
| 35 | FSLR | FIRST SOLAR INC | Energy | 16,322.0 | $4.3M | 1.23% | NEW | — | $261.23 | -21.1% |
| 36 | MTZ | MASTEC INC | Industrials | 19,555.0 | $4.3M | 1.23% | NEW | — | $217.37 | +61.7% |
| 37 | IVW | ISHARES TR | — | 31,824.0 | $3.9M | 1.13% | NEW | — | $123.26 | +10.6% |
| 38 | LITE | LUMENTUM HLDGS INC | Technology | 10,360.0 | $3.8M | 1.10% | NEW | — | $368.59 | +127.2% |
| 39 | MINT | PIMCO ETF TR | — | 37,898.0 | $3.8M | 1.10% | NEW | — | $100.34 | +0.3% |
| 40 | PRF | INVESCO EXCHANGE TRADED FD T | — | 79,589.0 | $3.7M | 1.08% | NEW | — | $46.92 | +16.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
50.1%
Industrials
20.8%
Healthcare
10.7%
Communication Services
6.4%
Financial Services
4.9%
Consumer Cyclical
4.0%
Energy
1.8%
Utilities
1.3%
Basic Materials
0.1%