Bouvel Investment Partners

Bouvel Investment Partners as of June 30, 2025

Portfolio Holdings for Bouvel Investment Partners

Bouvel Investment Partners holds 73 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 4.3 $13M 251k 50.87
Pimco Etf Tr Active Bd Etf (BOND) 4.2 $12M 134k 92.18
NVIDIA Corporation (NVDA) 4.1 $12M 77k 157.99
Palantir Technologies Cl A (PLTR) 4.0 $12M 88k 136.32
Capital Group Dividend Value Shs Creation Uni (CGDV) 3.6 $11M 270k 39.49
Microsoft Corporation (MSFT) 3.3 $9.9M 20k 497.40
Broadcom (AVGO) 3.3 $9.8M 36k 275.65
Amazon (AMZN) 3.1 $9.2M 42k 219.39
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.7 $8.1M 142k 56.85
Intuitive Surgical Com New (ISRG) 2.6 $7.8M 14k 543.39
Intuit (INTU) 2.6 $7.7M 9.8k 787.59
Meta Platforms Cl A (META) 2.4 $7.0M 9.5k 738.09
Kkr & Co (KKR) 2.2 $6.6M 50k 133.03
Palo Alto Networks (PANW) 2.2 $6.4M 31k 204.64
Ge Aerospace Com New (GE) 2.1 $6.3M 25k 257.39
Fiserv (FI) 2.1 $6.1M 35k 172.41
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.1 $6.1M 220k 27.62
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.0 $5.8M 23k 246.51
Marvell Technology (MRVL) 1.9 $5.6M 73k 77.40
salesforce (CRM) 1.8 $5.4M 20k 272.68
Eaton Corp SHS (ETN) 1.8 $5.4M 15k 356.99
Eli Lilly & Co. (LLY) 1.8 $5.3M 6.7k 779.53
Uber Technologies (UBER) 1.7 $5.1M 55k 93.30
Boston Scientific Corporation (BSX) 1.7 $4.9M 46k 107.41
Honeywell International (HON) 1.5 $4.3M 19k 232.87
Alphabet Cap Stk Cl A (GOOGL) 1.4 $4.3M 24k 176.23
Raytheon Technologies Corp (RTX) 1.4 $4.2M 29k 146.02
Synopsys (SNPS) 1.4 $4.1M 8.0k 512.68
Kratos Defense & Sec Solutio Com New (KTOS) 1.3 $3.9M 83k 46.45
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $3.8M 34k 110.10
Autodesk (ADSK) 1.3 $3.7M 12k 309.57
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 1.1 $3.3M 78k 42.27
MasTec (MTZ) 1.1 $3.3M 19k 170.43
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $3.3M 32k 100.53
Ishares Tr Pfd And Incm Sec (PFF) 1.1 $3.3M 106k 30.68
Nuscale Pwr Corp Cl A Com (SMR) 1.1 $3.2M 80k 39.56
Marsh & McLennan Companies (MMC) 1.0 $3.0M 14k 218.64
Tyler Technologies (TYL) 1.0 $2.9M 4.9k 592.78
Fidelity Covington Trust Vlu Factor Etf (FVAL) 1.0 $2.9M 45k 63.87
Quanta Services (PWR) 0.9 $2.8M 7.4k 378.08
First Solar (FSLR) 0.9 $2.7M 16k 165.54
Coinbase Global Com Cl A (COIN) 0.9 $2.7M 7.6k 350.49
Tempus Ai Cl A (TEM) 0.9 $2.5M 40k 63.54
Crowdstrike Hldgs Cl A (CRWD) 0.8 $2.4M 4.7k 509.31
Super Micro Computer Com New (SMCI) 0.8 $2.3M 47k 49.01
Zscaler Incorporated (ZS) 0.8 $2.3M 7.3k 313.94
Oklo Com Cl A (OKLO) 0.8 $2.3M 40k 55.99
Vertiv Holdings Com Cl A (VRT) 0.7 $2.2M 17k 128.41
D-wave Quantum (QBTS) 0.7 $2.1M 147k 14.64
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.7 $2.1M 44k 48.62
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $2.1M 26k 82.86
Teradyne (TER) 0.7 $2.0M 22k 89.92
Proshares Tr Shrt 20+yr Tre (TBF) 0.7 $2.0M 81k 24.17
Adobe Systems Incorporated (ADBE) 0.6 $1.8M 4.8k 386.88
Symbotic Class A Com (SYM) 0.6 $1.7M 44k 38.85
Paypal Holdings (PYPL) 0.6 $1.7M 23k 74.32
Mercury Computer Systems (MRCY) 0.6 $1.7M 31k 53.86
Ishares Tr Core Div Grwth (DGRO) 0.5 $1.6M 25k 63.94
Crispr Therapeutics Namen Akt (CRSP) 0.5 $1.5M 31k 48.64
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.3M 9.4k 135.04
Joby Aviation Common Stock (JOBY) 0.4 $1.3M 120k 10.55
Monolithic Power Systems (MPWR) 0.4 $1.1M 1.5k 731.38
Vicor Corporation (VICR) 0.4 $1.1M 23k 45.36
Blade Air Mobility Cl A Com (SRTA) 0.3 $1.0M 256k 4.03
Hubspot (HUBS) 0.3 $968k 1.7k 556.63
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $725k 2.5k 284.39
Aehr Test Systems (AEHR) 0.2 $709k 55k 12.93
Aurora Innovation Class A Com (AUR) 0.2 $697k 133k 5.24
Cerus Corporation (CERS) 0.2 $685k 486k 1.41
Indie Semiconductor Class A Com (INDI) 0.2 $644k 181k 3.56
Illumina (ILMN) 0.2 $572k 6.0k 95.41
Adaptive Biotechnologies Cor (ADPT) 0.2 $489k 42k 11.65
Ishares Tr Select Divid Etf (DVY) 0.1 $310k 2.3k 132.81