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Bouvel Investment Partners, LLC

CIK
1839122
City
PHOENIXVILLE
State / Country
PA

Top Portfolio Positions

57 positions · $233,498,654 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

22 quarters · across all stocks

Holdings in CRSP

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Shares Held

Position Value (USD)

22 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,546,928 32,519
2025-12-31 $1,656,579 31,590
2025-09-30 $2,057,523 31,747
2025-06-30 $1,515,671 31,161
2025-03-31 $738,553 21,703
2024-12-31 $859,858 21,846
2024-09-30 $1,019,606 21,703
2024-06-30 $1,184,547 21,932
2024-03-31 $1,494,612 21,928
2023-12-31 $1,367,684 21,848
2023-09-30 $948,923 20,906
2023-06-30 $1,151,712 20,515
2023-03-31 $902,655 19,957
2022-12-31 $788,122 19,388
2022-09-30 $1,223,744 18,726
2022-06-30 $1,126,432 18,536
2022-03-31 $1,149,318 18,310
2021-12-31 $1,376,543 18,165
2021-09-30 $2,057,161 18,379
2021-06-30 $3,028,476 18,707
2021-03-31 $2,277,010 18,687
2020-12-31 $2,876,936 18,790