Bouvel Investment Partners

Bouvel Investment Partners as of Dec. 31, 2025

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 238k 93.08
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 4.0 $14M 266k 51.50
Broadcom (AVGO) 3.6 $13M 36k 346.10
Capital Group Dividend Value Shs Creation Uni (CGDV) 3.5 $12M 281k 43.64
NVIDIA Corporation (NVDA) 3.4 $12M 63k 186.50
Amazon (AMZN) 2.8 $9.7M 42k 230.82
Microsoft Corporation (MSFT) 2.8 $9.6M 20k 483.61
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.4 $8.3M 146k 57.24
Intuitive Surgical Com New (ISRG) 2.4 $8.2M 15k 566.34
Ge Aerospace Com New (GE) 2.2 $7.6M 25k 308.03
Alphabet Cap Stk Cl A (GOOGL) 2.2 $7.6M 24k 313.00
Eli Lilly & Co. (LLY) 2.1 $7.3M 6.8k 1074.68
International Business Machines (IBM) 2.0 $6.9M 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 78k 82.82
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.8 $6.4M 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
Intel Corporation (INTC) 1.8 $6.3M 171k 36.90
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.8 $6.2M 23k 276.94
Marvell Technology (MRVL) 1.8 $6.2M 73k 84.98
Boeing Company (BA) 1.7 $5.8M 27k 217.12
Palo Alto Networks (PANW) 1.7 $5.7M 31k 184.20
Snowflake Com Shs (SNOW) 1.6 $5.6M 26k 219.36
Raytheon Technologies Corp (RTX) 1.5 $5.3M 29k 183.40
salesforce (CRM) 1.5 $5.3M 20k 264.90
Kratos Defense & Sec Solutio Com New (KTOS) 1.4 $4.8M 63k 75.91
Eaton Corp SHS (ETN) 1.4 $4.8M 15k 318.51
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $4.7M 10k 473.30
Palantir Technologies Cl A (PLTR) 1.3 $4.7M 26k 177.75
Uber Technologies (UBER) 1.3 $4.5M 55k 81.71
Amphenol Corp Cl A (APH) 1.3 $4.4M 33k 135.14
Boston Scientific Corporation (BSX) 1.3 $4.4M 46k 95.35
Teradyne (TER) 1.3 $4.4M 23k 193.56
First Solar (FSLR) 1.2 $4.3M 16k 261.23
MasTec (MTZ) 1.2 $4.3M 20k 217.37
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $3.9M 32k 123.26
Lumentum Hldgs (LITE) 1.1 $3.8M 10k 368.59
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $3.8M 38k 100.34
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 1.1 $3.7M 80k 46.92
Honeywell International (HON) 1.0 $3.6M 19k 195.08
Datadog Cl A Com (DDOG) 1.0 $3.5M 26k 135.99
Quanta Services (PWR) 0.9 $3.2M 7.5k 422.06
D-wave Quantum (QBTS) 0.9 $3.1M 120k 26.15
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.9 $3.0M 42k 72.27
Vertiv Holdings Com Cl A (VRT) 0.8 $2.8M 17k 162.01
Vicor Corporation (VICR) 0.8 $2.7M 24k 109.60
Symbotic Class A Com (SYM) 0.8 $2.6M 44k 59.50
Marsh & McLennan Companies (MMC) 0.7 $2.5M 14k 185.52
Super Micro Computer Com New (SMCI) 0.7 $2.4M 84k 29.27
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.7 $2.4M 50k 48.70
Tempus Ai Cl A (TEM) 0.7 $2.3M 40k 59.05
Mercury Computer Systems (MRCY) 0.7 $2.3M 31k 73.01
Tyler Technologies (TYL) 0.7 $2.3M 5.0k 453.90
Crowdstrike Hldgs Cl A (CRWD) 0.7 $2.3M 4.8k 468.76
Oklo Com Cl A (OKLO) 0.6 $2.0M 28k 71.76
Monolithic Power Systems (MPWR) 0.6 $1.9M 2.1k 906.36
Ishares Tr Core Div Grwth (DGRO) 0.5 $1.9M 27k 69.42
Coinbase Global Com Cl A (COIN) 0.5 $1.7M 7.7k 226.14
Twilio Cl A (TWLO) 0.5 $1.7M 12k 142.24
Zscaler Incorporated (ZS) 0.5 $1.7M 7.5k 224.92
Crispr Therapeutics Namen Akt (CRSP) 0.5 $1.7M 32k 52.44
Joby Aviation Common Stock (JOBY) 0.5 $1.6M 122k 13.20
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.6M 10k 148.69
Paypal Holdings (PYPL) 0.4 $1.4M 23k 58.38
Grail (GRAL) 0.4 $1.3M 15k 85.59
Eos Energy Enterprises Com Cl A (EOSE) 0.4 $1.2M 108k 11.46
Strata Critical Medical Cl A Com (SRTA) 0.3 $1.2M 244k 4.81
Nuscale Pwr Corp Cl A Com (SMR) 0.3 $1.1M 81k 14.17
Epam Systems (EPAM) 0.3 $1.1M 5.4k 204.88
Aehr Test Systems (AEHR) 0.3 $1.1M 54k 20.19
Indie Semiconductor Class A Com (INDI) 0.3 $1.0M 290k 3.53
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $776k 2.8k 279.14
Quantum Computing (QUBT) 0.2 $716k 70k 10.26
Adaptive Biotechnologies Cor (ADPT) 0.2 $691k 43k 16.24
Plug Power Com New (PLUG) 0.2 $683k 347k 1.97
Ishares Tr Select Divid Etf (DVY) 0.1 $358k 2.5k 141.14
Ishares Core Msci Emkt (IEMG) 0.1 $304k 4.5k 67.22
Ishares Tr Core Msci Eafe (IEFA) 0.1 $218k 2.4k 89.46
Solstice Advanced Matls Com Shs 0.1 $215k 4.4k 48.58