Bouvel Investment Partners as of Sept. 30, 2025
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 | 152k | 93.35 | |
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 3.8 | $12M | 241k | 51.45 | |
| NVIDIA Corporation (NVDA) | 3.6 | $12M | 63k | 186.58 | |
| Broadcom (AVGO) | 3.6 | $12M | 35k | 329.91 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 3.4 | $11M | 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 | 47k | 182.42 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.4 | $7.7M | 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 | 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 | 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 | 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 | 63k | 91.37 | |
| Intel Corporation (INTC) | 1.7 | $5.6M | 168k | 33.55 | |
| Snowflake Com Shs (SNOW) | 1.7 | $5.6M | 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 | 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 | 20k | 212.81 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.2 | $4.0M | 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 | 110k | 31.62 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.0 | $3.4M | 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 | 32k | 100.69 | |
| Quanta Services (PWR) | 1.0 | $3.1M | 7.6k | 414.42 | |
| Teradyne (TER) | 1.0 | $3.1M | 23k | 137.64 | |
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.9 | $3.0M | 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 | 7.8k | 337.49 | |
| Vertiv Holdings Com Cl A (VRT) | 0.8 | $2.6M | 17k | 150.86 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.8 | $2.5M | 31k | 82.73 | |
| Mercury Computer Systems (MRCY) | 0.7 | $2.4M | 32k | 77.40 | |
| Symbotic Class A Com (SYM) | 0.7 | $2.4M | 45k | 53.90 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $2.4M | 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 | 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 | 123k | 16.14 | |
| Lumentum Hldgs (LITE) | 0.5 | $1.7M | 10k | 162.71 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.7M | 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 | 1.6k | 920.64 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.3M | 9.2k | 145.65 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 0.4 | $1.3M | 111k | 11.39 | |
| Strata Critical Medical Cl A Com (SRTA) | 0.4 | $1.2M | 246k | 5.06 | |
| Vicor Corporation (VICR) | 0.4 | $1.2M | 24k | 49.72 | |
| Twilio Cl A (TWLO) | 0.4 | $1.2M | 12k | 100.09 | |
| Hubspot (HUBS) | 0.3 | $827k | 1.8k | 467.80 | |
| Cerus Corporation (CERS) | 0.2 | $789k | 496k | 1.59 | |
| Indie Semiconductor Class A Com (INDI) | 0.2 | $777k | 191k | 4.07 | |
| Aurora Innovation Class A Com (AUR) | 0.2 | $773k | 144k | 5.39 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $736k | 2.5k | 293.79 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.2 | $641k | 43k | 14.96 | |
| Illumina (ILMN) | 0.2 | $582k | 6.1k | 94.97 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $318k | 2.2k | 142.10 | |
| Plug Power Com New (PLUG) | 0.0 | $35k | 15k | 2.33 |
