Bouvel Investment Partners, LL – GuruFocus.com

Bouvel Investment Partners, LLC recently filed their 13F report for the second quarter of 2022, which ended on 06/30/2022.

The 13F report details which stocks were in the guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and U.S. depositary receipts to the end of the quarter. They are not required to include international holdings, short positions or other types of investments. However, even this limited submission can provide valuable information.

1220 VALLEY FORGE ROAD PHOENIXVILLE, PA 19460

As of the most recent 13F filing, the equity guru’s portfolio contained 66 shares valued at a total of $133.00 million. The highest holdings were SHY (5.55%), VTIP (5.37%) and PRF (3.77%).

These are Bouvel Investment Partners, LLC’s five biggest deals of the quarter, according to data from GuruFocus.

iShares 1-3 Year Treasury Bond ETF

The guru created a new position worth 88,982 shares in NAS:SHY, giving the stock a 5.55% weight in the equity portfolio. Shares traded at an average price of $82.83 during the quarter.

On 07/13/2022, the iShares 1-3 Year Treasury Bond ETF is trading at $82.54 per share and has a market capitalization of $26.73 billion. The stock has returned -3.69% over the past year.

There is not enough data to calculate financial strength and yield ratings for the stock.

NVIDIA Corp

The guru created a new position worth 15,952 shares in NAS:NVDA, giving the stock 1.82% weight in the stock portfolio. Shares traded at an average price of $190.07 during the quarter.

On 07/13/2022, NVIDIA Corp trades at $151.64 per share and has a market cap of $379.10 billion. The stock has returned -26.40% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, NVIDIA Corp has a price-to-earnings ratio of 40.77, a price-to-report ratio of 14.47, a price-to-earnings-to-growth (PEG) ratio of 1.27, an EV-to-Ebitda ratio of 32.95 and a price-sale 13.07.

The price to GF value ratio is 0.57, earning the stock a GF value rank of 8.

Marvell Technology Inc

The guru created a new position worth 53,812 shares in NAS:MRVL, giving the stock 1.76% weight in the equity portfolio. Shares traded at an average price of $56.92 during the quarter.

On 07/13/2022, Marvell Technology Inc trades at $46.14 per share and has a market capitalization of $39.21 billion. The stock has returned -20.16% over the past year.

GuruFocus gives the company a financial strength score of 5 out of 10 and a profitability score of 6 out of 10.

In terms of valuation, Marvell Technology Inc has a price-to-book ratio of 2.54, an EV-to-Ebitda ratio of 34.92 and a price-to-sales ratio of 7.61.

The price to GF value ratio is 0.70, earning the stock a GF value rank of 10.

Zebra Technologies Corp

The guru sold its 5,724 shares investment in NAS:ZBRA. The stock previously had a 1.44% weighting in the equity portfolio. Shares traded at an average price of $349.24 during the quarter.

On 07/13/2022, Zebra Technologies Corp trades at $292.49 per share and has a market capitalization of $15.36 billion. The stock has returned -46.65% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Zebra Technologies Corp has a price-to-earnings ratio of 19.32, a price-to-book ratio of 5.32, a price-to-earnings-to-growth (PEG) ratio of 0.95, an EV-to-Ebitda ratio of 14.79, and price-to-sales ratio 2.75.

GF’s price-to-value ratio is 0.75, earning the stock a GF Value rank of 9.

Microsoft Corp

Bouvel Investment Partners, LLC decreased its investment in NAS:MSFT by 7,132 shares. The deal had a 1.34% impact on the equity portfolio. Shares traded at an average price of $271.99 during the quarter.

On 07/13/2022, Microsoft Corp trades at $252.72 per share and has a market cap of $1,890.10 billion. The stock has returned -7.66% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Microsoft Corp has a price-to-earnings ratio of 26.38, a price-to-report ratio of 11.61, a price-to-earnings-to-growth (PEG) ratio of 1.25, an EV-to-Ebitda ratio of 18.81, and a price-sale 9.92.

GF’s price to value ratio is 0.82, earning the stock a GF value rank of 7.

Please note that the numbers and facts quoted are at the time of writing and may not take into account recent trading data or company announcements.

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