Bouvel Investment Partners, LLC - Q2 2021 holdings

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$178 Million is the total value of Bouvel Investment Partners, LLC's 63 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 16.7% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
EPAM SellEPAM SYS INC COMstock$4,334,000
+28.6%
8,482
-0.1%
2.45%
+13.1%
INTU SellINTUIT COMstock$4,140,000
-15.7%
8,446
-34.1%
2.34%
-25.9%
TWLO SellTWILIO INC CL Astock$2,439,000
+15.2%
6,188
-0.4%
1.38%
+1.4%
IVW SellISHARES S&P 500 GROWTH ETFetf$2,313,000
+11.6%
31,809
-0.0%
1.30%
-1.9%
CMG SellCHIPOTLE MEXICAN GRILL INC COMstock$1,646,000
+7.7%
1,062
-1.3%
0.93%
-5.3%
AAPL ExitAPPLE INC COMstock$0–-31,532
-100.0%
-2.47%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-07-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP COM12Q3 20234.7%
AMAZON COM INC COM12Q3 20233.9%
INVESCO FTSE RAFI US 1000 ETF12Q3 20233.8%
ALPHABET INC CAP STK CL A12Q3 20233.9%
PALO ALTO NETWORKS INC COM12Q3 20233.9%
INTUIT COM12Q3 20233.3%
AMERICAN EXPRESS CO COM12Q3 20233.1%
SALESFORCE INC12Q3 20232.7%
INTUITIVE SURGICAL INC COM NEW12Q3 20232.5%
HONEYWELL INTL INC COM12Q3 20232.4%

View Bouvel Investment Partners, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-16
13F-HR2024-01-11
13F-HR2023-10-11
13F-HR2023-07-14
13F-HR2023-04-11
13F-HR2023-01-19
13F-HR2022-10-14
13F-HR2022-07-13
13F-HR2022-04-11
13F-HR2022-01-19

View Bouvel Investment Partners, LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (177814000.0 != 177184000.0)

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