Portfolio (Quarterly)
Guide ↗
Bouvel Investment Partners, LLC
· CIK 0001839122| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | OKLO | OKLO INC | Utilities | 29,350.0 | $1.5M | 0.42% | +1K | +5.0% | $49.59 | +1.7% |
| 62 | AVAV | AEROVIRONMENT INC | Industrials | 7,698.0 | $1.4M | 0.41% | NEW | — | $183.05 | -22.7% |
| 63 | SMR | NUSCALE PWR CORP | Utilities | 129,363.0 | $1.4M | 0.41% | +48K | +59.6% | $10.84 | -7.4% |
| 64 | ENPH | ENPHASE ENERGY INC | Energy | 34,191.0 | $1.3M | 0.38% | NEW | — | $37.81 | +24.4% |
| 65 | EPAM | EPAM SYS INC | Technology | 9,305.0 | $1.3M | 0.37% | +4K | +71.2% | $135.40 | -40.2% |
| 66 | JOBY | JOBY AVIATION INC | Industrials | 125,925.0 | $1.0M | 0.30% | +4K | +3.1% | $8.26 | +8.7% |
| 67 | INDI | INDIE SEMICONDUCTOR INC | Technology | 298,927.0 | $963K | 0.28% | +9K | +3.3% | $3.22 | +11.2% |
| 68 | GRAL | GRAIL INC | Healthcare | 16,127.0 | $833K | 0.24% | +1K | +7.1% | $51.68 | +28.0% |
| 69 | PLUG | PLUG PWR INC | Industrials | 367,782.0 | $831K | 0.24% | +21K | +6.1% | $2.26 | +12.8% |
| 70 | IONQ | IONQ INC | Technology | 28,491.0 | $821K | 0.24% | NEW | — | $28.83 | +79.7% |
| 71 | VOT | VANGUARD INDEX FDS | — | 2,743.0 | $706K | 0.20% | -38.0 | -1.4% | $257.35 | +16.4% |
| 72 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 43,815.0 | $608K | 0.18% | +1K | +3.0% | $13.88 | +49.4% |
| 73 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 113,521.0 | $563K | 0.16% | +5K | +4.9% | $4.96 | +21.8% |
| 74 | DVY | ISHARES TR | — | 3,556.0 | $538K | 0.16% | +1K | +40.1% | $151.41 | +4.5% |
| 75 | QUBT | QUANTUM COMPUTING INC | Technology | 72,443.0 | $496K | 0.14% | +3K | +3.9% | $6.85 | +35.3% |
| 76 | IEMG | ISHARES INC | — | 4,525.0 | $316K | 0.09% | — | — | $69.75 | +16.7% |
| 77 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 4,131.0 | $315K | 0.09% | -301.0 | -6.8% | $76.16 | +8.3% |
| 78 | IEFA | ISHARES TR | — | 2,437.0 | $221K | 0.06% | — | — | $90.53 | +5.9% |
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
49.9%
Industrials
25.0%
Healthcare
9.2%
Communication Services
8.5%
Consumer Cyclical
3.9%
Energy
2.0%
Utilities
1.3%
Basic Materials
0.1%