Bouvel Investment Partners
Latest statistics and disclosures from Bouvel Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BOND, EVTR, NVDA, AVGO, CGDV, and represent 18.66% of Bouvel Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: INTC (+$5.6M), SNOW (+$5.6M), IWF, SHY, IMCG, BOND, LITE, EOSE, TWLO, PFF.
- Started 8 new stock positions in INTC, IWF, EOSE, SNOW, LITE, TWLO, IMCG, PLUG.
- Reduced shares in these 10 stocks: PLTR (-$7.4M), ADSK, NVDA, , , KTOS, EVTR, CGDV, JEPI, CGMS.
- Sold out of its positions in ADBE, ADSK, TBF.
- Bouvel Investment Partners was a net buyer of stock by $6.7M.
- Bouvel Investment Partners has $327M in assets under management (AUM), dropping by 10.50%.
- Central Index Key (CIK): 0001839122
Tip: Access up to 7 years of quarterly data
Positions held by Bouvel Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Bouvel Investment Partners
Bouvel Investment Partners holds 78 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pimco Etf Tr Active Bd Etf (BOND) | 4.3 | $14M | +13% | 152k | 93.35 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 3.8 | $12M | -3% | 241k | 51.45 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $12M | -18% | 63k | 186.58 |
|
| Broadcom (AVGO) | 3.6 | $12M | 35k | 329.91 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 3.4 | $11M | -3% | 261k | 42.03 |
|
| Microsoft Corporation (MSFT) | 3.1 | $10M | 20k | 517.94 |
|
|
| Amazon (AMZN) | 2.8 | $9.1M | 41k | 219.57 |
|
|
| Palantir Technologies Cl A (PLTR) | 2.6 | $8.7M | -45% | 47k | 182.42 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.4 | $7.7M | -4% | 136k | 57.10 |
|
| Ge Aerospace Com New (GE) | 2.3 | $7.4M | 24k | 300.82 |
|
|
| Meta Platforms Cl A (META) | 2.1 | $6.9M | 9.4k | 734.38 |
|
|
| Intuit (INTU) | 2.0 | $6.6M | 9.6k | 682.87 |
|
|
| Kkr & Co (KKR) | 2.0 | $6.4M | 49k | 129.95 |
|
|
| Intuitive Surgical Com New (ISRG) | 2.0 | $6.4M | 14k | 447.21 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.9 | $6.2M | -2% | 23k | 273.65 |
|
| Palo Alto Networks (PANW) | 1.9 | $6.2M | 31k | 203.62 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.9 | $6.1M | +190% | 74k | 82.96 |
|
| Marvell Technology (MRVL) | 1.8 | $6.0M | 72k | 84.07 |
|
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 1.8 | $5.9M | -3% | 212k | 27.75 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $5.8M | 24k | 243.10 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 1.8 | $5.8M | -23% | 63k | 91.37 |
|
| Intel Corporation (INTC) | 1.7 | $5.6M | NEW | 168k | 33.55 |
|
| Snowflake Com Shs (SNOW) | 1.7 | $5.6M | NEW | 25k | 225.55 |
|
| Eaton Corp SHS (ETN) | 1.7 | $5.5M | 15k | 374.25 |
|
|
| Uber Technologies (UBER) | 1.6 | $5.3M | 54k | 97.97 |
|
|
| Eli Lilly & Co. (LLY) | 1.6 | $5.1M | 6.7k | 763.00 |
|
|
| Raytheon Technologies Corp (RTX) | 1.5 | $4.8M | 29k | 167.33 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.5 | $4.8M | NEW | 10k | 468.41 |
|
| salesforce (CRM) | 1.4 | $4.6M | 20k | 236.99 |
|
|
| Oklo Com Cl A (OKLO) | 1.4 | $4.6M | 41k | 111.63 |
|
|
| Fiserv (FI) | 1.4 | $4.5M | 35k | 128.93 |
|
|
| Boston Scientific Corporation (BSX) | 1.4 | $4.4M | 46k | 97.63 |
|
|
| MasTec (MTZ) | 1.3 | $4.2M | +2% | 20k | 212.81 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.2 | $4.0M | -3% | 33k | 120.72 |
|
| Synopsys (SNPS) | 1.2 | $3.9M | 7.8k | 493.39 |
|
|
| Honeywell International (HON) | 1.2 | $3.8M | 18k | 210.49 |
|
|
| D-wave Quantum (QBTS) | 1.1 | $3.7M | 148k | 24.71 |
|
|
| First Solar (FSLR) | 1.1 | $3.6M | 16k | 220.53 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 1.1 | $3.5M | +4% | 110k | 31.62 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.0 | $3.4M | -2% | 76k | 45.21 |
|
| Tempus Ai Cl A (TEM) | 1.0 | $3.3M | 41k | 80.71 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.0 | $3.2M | -2% | 32k | 100.69 |
|
| Quanta Services (PWR) | 1.0 | $3.1M | +2% | 7.6k | 414.42 |
|
| Teradyne (TER) | 1.0 | $3.1M | +2% | 23k | 137.64 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.9 | $3.0M | -3% | 44k | 68.87 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.9 | $2.9M | 82k | 36.00 |
|
|
| Marsh & McLennan Companies (MMC) | 0.8 | $2.7M | 13k | 201.53 |
|
|
| Tyler Technologies (TYL) | 0.8 | $2.6M | 5.0k | 523.11 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.8 | $2.6M | +2% | 7.8k | 337.49 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.8 | $2.6M | +2% | 17k | 150.86 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.8 | $2.5M | NEW | 31k | 82.73 |
|
| Mercury Computer Systems (MRCY) | 0.7 | $2.4M | +2% | 32k | 77.40 |
|
| Symbotic Class A Com (SYM) | 0.7 | $2.4M | 45k | 53.90 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $2.4M | +2% | 4.8k | 490.38 |
|
| Super Micro Computer Com New (SMCI) | 0.7 | $2.3M | 47k | 47.94 |
|
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.7 | $2.2M | +4% | 46k | 49.03 |
|
| Zscaler Incorporated (ZS) | 0.7 | $2.2M | 7.4k | 299.66 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.6 | $2.1M | 32k | 64.81 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.6 | $2.0M | +2% | 123k | 16.14 |
|
| Lumentum Hldgs (LITE) | 0.5 | $1.7M | NEW | 10k | 162.71 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.7M | -3% | 25k | 68.08 |
|
| Aehr Test Systems (AEHR) | 0.5 | $1.7M | 55k | 30.11 |
|
|
| Paypal Holdings (PYPL) | 0.5 | $1.6M | 23k | 67.06 |
|
|
| Monolithic Power Systems (MPWR) | 0.4 | $1.4M | +2% | 1.6k | 920.64 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.3M | -2% | 9.2k | 145.65 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.4 | $1.3M | NEW | 111k | 11.39 |
|
| Strata Critical Medical Cl A Com (SRTA) | 0.4 | $1.2M | -3% | 246k | 5.06 |
|
| Vicor Corporation (VICR) | 0.4 | $1.2M | +3% | 24k | 49.72 |
|
| Twilio Cl A (TWLO) | 0.4 | $1.2M | NEW | 12k | 100.09 |
|
| Hubspot (HUBS) | 0.3 | $827k | 1.8k | 467.80 |
|
|
| Cerus Corporation (CERS) | 0.2 | $789k | +2% | 496k | 1.59 |
|
| Indie Semiconductor Class A Com (INDI) | 0.2 | $777k | +5% | 191k | 4.07 |
|
| Aurora Innovation Class A Com (AUR) | 0.2 | $773k | +7% | 144k | 5.39 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $736k | 2.5k | 293.79 |
|
|
| Adaptive Biotechnologies Cor (ADPT) | 0.2 | $641k | +2% | 43k | 14.96 |
|
| Illumina (ILMN) | 0.2 | $582k | +2% | 6.1k | 94.97 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $318k | -4% | 2.2k | 142.10 |
|
| Plug Power Com New (PLUG) | 0.0 | $35k | NEW | 15k | 2.33 |
|
Past Filings by Bouvel Investment Partners
SEC 13F filings are viewable for Bouvel Investment Partners going back to 2020
- Bouvel Investment Partners 2025 Q3 filed Oct. 22, 2025
- Bouvel Investment Partners 2025 Q2 filed July 11, 2025
- Bouvel Investment Partners 2025 Q1 filed April 17, 2025
- Bouvel Investment Partners 2024 Q4 filed Jan. 15, 2025
- Bouvel Investment Partners 2024 Q3 restated filed Nov. 5, 2024
- Bouvel Investment Partners 2024 Q3 filed Oct. 16, 2024
- Bouvel Investment Partners 2024 Q2 filed July 12, 2024
- Bouvel Investment Partners 2024 Q1 filed April 16, 2024
- Bouvel Investment Partners 2023 Q4 filed Jan. 11, 2024
- Bouvel Investment Partners 2023 Q3 filed Oct. 11, 2023
- Bouvel Investment Partners 2023 Q2 filed July 14, 2023
- Bouvel Investment Partners 2023 Q1 filed April 11, 2023
- Bouvel Investment Partners 2022 Q4 filed Jan. 19, 2023
- Bouvel Investment Partners 2022 Q3 filed Oct. 14, 2022
- Bouvel Investment Partners 2022 Q2 filed July 13, 2022
- Bouvel Investment Partners 2022 Q1 filed April 11, 2022