Portfolio (Quarterly)
Guide ↗
Bouvel Investment Partners, LLC
· CIK 0001839122| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 147,035 | $8.3M | 2.42% | SOLD |
| 2 | SHY | ISHARES TR | — | 76,128 | $6.3M | 1.82% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 27,528 | $6.2M | 1.80% | SOLD |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 26,115 | $3.8M | 1.11% | SOLD |
| 5 | MINT | PIMCO ETF TR | — | 37,563 | $3.8M | 1.10% | SOLD |
| 6 | MRCY | MERCURY SYS INC | Industrials | 32,751 | $2.4M | 0.69% | SOLD |
| 7 | SMCI | SUPER MICRO COMPUTER INC | Technology | 87,197 | $2.0M | 0.58% | SOLD |
| 8 | TYL | TYLER TECHNOLOGIES INC | Technology | 5,192 | $1.8M | 0.52% | SOLD |
| 9 | SMR | NUSCALE PWR CORP | Utilities | 129,363 | $1.4M | 0.41% | SOLD |
| 10 | EPAM | EPAM SYS INC | Technology | 9,305 | $1.3M | 0.37% | SOLD |
| 11 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 43,815 | $608K | 0.18% | SOLD |
| 12 | QUBT | QUANTUM COMPUTING INC | Technology | 72,443 | $496K | 0.14% | SOLD |
Sector Allocation
Technology
57.1%
Industrials
19.9%
Healthcare
11.1%
Communication Services
6.2%
Consumer Cyclical
3.3%
Energy
1.9%
Utilities
0.5%
Basic Materials
0.1%