Bouvel Investment Partners
Latest statistics and disclosures from Bouvel Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BOND, EVTR, AVGO, CGDV, NVDA, and represent 20.87% of Bouvel Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: BOND (+$8.0M), IBM (+$6.9M), BA (+$5.8M), APH, DDOG, GRAL, EVTR, EPAM, SMCI, CGDV.
- Started 10 new stock positions in QUBT, EPAM, APH, Solstice Advanced Matls, GRAL, BA, IEMG, DDOG, IBM, IEFA.
- Reduced shares in these 10 stocks: FI, SNPS, PLTR, PFF, IMCG, OKLO, HUBS, CERS, AUR, QBTS.
- Sold out of its positions in AUR, CERS, FI, HUBS, ILMN, IMCG, PFF, SNPS.
- Bouvel Investment Partners was a net buyer of stock by $19M.
- Bouvel Investment Partners has $347M in assets under management (AUM), dropping by 6.19%.
- Central Index Key (CIK): 0001839122
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Portfolio Holdings for Bouvel Investment Partners
Bouvel Investment Partners holds 80 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pimco Etf Tr Active Bd Etf (BOND) | 6.4 | $22M | +56% | 238k | 93.08 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 4.0 | $14M | +10% | 266k | 51.50 |
|
| Broadcom (AVGO) | 3.6 | $13M | +2% | 36k | 346.10 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 3.5 | $12M | +7% | 281k | 43.64 |
|
| NVIDIA Corporation (NVDA) | 3.4 | $12M | 63k | 186.50 |
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| Amazon (AMZN) | 2.8 | $9.7M | 42k | 230.82 |
|
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| Microsoft Corporation (MSFT) | 2.8 | $9.6M | 20k | 483.61 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.4 | $8.3M | +7% | 146k | 57.24 |
|
| Intuitive Surgical Com New (ISRG) | 2.4 | $8.2M | 15k | 566.34 |
|
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| Ge Aerospace Com New (GE) | 2.2 | $7.6M | 25k | 308.03 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $7.6M | 24k | 313.00 |
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| Eli Lilly & Co. (LLY) | 2.1 | $7.3M | 6.8k | 1074.68 |
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| International Business Machines (IBM) | 2.0 | $6.9M | NEW | 23k | 296.21 |
|
| Intuit (INTU) | 1.9 | $6.5M | 9.8k | 662.39 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.9 | $6.4M | +5% | 78k | 82.82 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 1.8 | $6.4M | +9% | 232k | 27.62 |
|
| Kkr & Co (KKR) | 1.8 | $6.4M | 50k | 127.48 |
|
|
| Meta Platforms Cl A (META) | 1.8 | $6.3M | 9.6k | 660.09 |
|
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| Intel Corporation (INTC) | 1.8 | $6.3M | 171k | 36.90 |
|
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.8 | $6.2M | 23k | 276.94 |
|
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| Marvell Technology (MRVL) | 1.8 | $6.2M | 73k | 84.98 |
|
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| Boeing Company (BA) | 1.7 | $5.8M | NEW | 27k | 217.12 |
|
| Palo Alto Networks (PANW) | 1.7 | $5.7M | 31k | 184.20 |
|
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| Snowflake Com Shs (SNOW) | 1.6 | $5.6M | 26k | 219.36 |
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| Raytheon Technologies Corp (RTX) | 1.5 | $5.3M | 29k | 183.40 |
|
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| salesforce (CRM) | 1.5 | $5.3M | 20k | 264.90 |
|
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| Kratos Defense & Sec Solutio Com New (KTOS) | 1.4 | $4.8M | 63k | 75.91 |
|
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| Eaton Corp SHS (ETN) | 1.4 | $4.8M | 15k | 318.51 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.4 | $4.7M | 10k | 473.30 |
|
|
| Palantir Technologies Cl A (PLTR) | 1.3 | $4.7M | -44% | 26k | 177.75 |
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| Uber Technologies (UBER) | 1.3 | $4.5M | 55k | 81.71 |
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| Amphenol Corp Cl A (APH) | 1.3 | $4.4M | NEW | 33k | 135.14 |
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| Boston Scientific Corporation (BSX) | 1.3 | $4.4M | 46k | 95.35 |
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| Teradyne (TER) | 1.3 | $4.4M | 23k | 193.56 |
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| First Solar (FSLR) | 1.2 | $4.3M | 16k | 261.23 |
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| MasTec (MTZ) | 1.2 | $4.3M | 20k | 217.37 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.1 | $3.9M | -4% | 32k | 123.26 |
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| Lumentum Hldgs (LITE) | 1.1 | $3.8M | 10k | 368.59 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.1 | $3.8M | +19% | 38k | 100.34 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.1 | $3.7M | +4% | 80k | 46.92 |
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| Honeywell International (HON) | 1.0 | $3.6M | 19k | 195.08 |
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| Datadog Cl A Com (DDOG) | 1.0 | $3.5M | NEW | 26k | 135.99 |
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| Quanta Services (PWR) | 0.9 | $3.2M | 7.5k | 422.06 |
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| D-wave Quantum (QBTS) | 0.9 | $3.1M | -19% | 120k | 26.15 |
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| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.9 | $3.0M | -4% | 42k | 72.27 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.8 | $2.8M | 17k | 162.01 |
|
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| Vicor Corporation (VICR) | 0.8 | $2.7M | 24k | 109.60 |
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| Symbotic Class A Com (SYM) | 0.8 | $2.6M | 44k | 59.50 |
|
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| Marsh & McLennan Companies (MMC) | 0.7 | $2.5M | 14k | 185.52 |
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| Super Micro Computer Com New (SMCI) | 0.7 | $2.4M | +77% | 84k | 29.27 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.7 | $2.4M | +9% | 50k | 48.70 |
|
| Tempus Ai Cl A (TEM) | 0.7 | $2.3M | 40k | 59.05 |
|
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| Mercury Computer Systems (MRCY) | 0.7 | $2.3M | 31k | 73.01 |
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| Tyler Technologies (TYL) | 0.7 | $2.3M | 5.0k | 453.90 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $2.3M | 4.8k | 468.76 |
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| Oklo Com Cl A (OKLO) | 0.6 | $2.0M | -31% | 28k | 71.76 |
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| Monolithic Power Systems (MPWR) | 0.6 | $1.9M | +37% | 2.1k | 906.36 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.9M | +11% | 27k | 69.42 |
|
| Coinbase Global Com Cl A (COIN) | 0.5 | $1.7M | 7.7k | 226.14 |
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| Twilio Cl A (TWLO) | 0.5 | $1.7M | +3% | 12k | 142.24 |
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| Zscaler Incorporated (ZS) | 0.5 | $1.7M | 7.5k | 224.92 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.5 | $1.7M | 32k | 52.44 |
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| Joby Aviation Common Stock (JOBY) | 0.5 | $1.6M | 122k | 13.20 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.6M | +13% | 10k | 148.69 |
|
| Paypal Holdings (PYPL) | 0.4 | $1.4M | 23k | 58.38 |
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| Grail (GRAL) | 0.4 | $1.3M | NEW | 15k | 85.59 |
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| Eos Energy Enterprises Com Cl A (EOSE) | 0.4 | $1.2M | -2% | 108k | 11.46 |
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| Strata Critical Medical Cl A Com (SRTA) | 0.3 | $1.2M | 244k | 4.81 |
|
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.3 | $1.1M | 81k | 14.17 |
|
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| Epam Systems (EPAM) | 0.3 | $1.1M | NEW | 5.4k | 204.88 |
|
| Aehr Test Systems (AEHR) | 0.3 | $1.1M | -2% | 54k | 20.19 |
|
| Indie Semiconductor Class A Com (INDI) | 0.3 | $1.0M | +51% | 290k | 3.53 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $776k | +11% | 2.8k | 279.14 |
|
| Quantum Computing (QUBT) | 0.2 | $716k | NEW | 70k | 10.26 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.2 | $691k | 43k | 16.24 |
|
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| Plug Power Com New (PLUG) | 0.2 | $683k | +2210% | 347k | 1.97 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $358k | +13% | 2.5k | 141.14 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $304k | NEW | 4.5k | 67.22 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $218k | NEW | 2.4k | 89.46 |
|
| Solstice Advanced Matls Com Shs | 0.1 | $215k | NEW | 4.4k | 48.58 |
|
Past Filings by Bouvel Investment Partners
SEC 13F filings are viewable for Bouvel Investment Partners going back to 2020
- Bouvel Investment Partners 2025 Q4 filed Jan. 23, 2026
- 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