Bouvel Investment Partners, LLC
CIK: 0001839122Latest portfolio: $346.9M · Q4 2025
Holdings
80
Total Value
$346.9M
New Positions
79
Closed Positions
0
Top Holdings
View All 80 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BONDPIMCO ETF TR | 237,842 | $22.1M | 6.38% | NEW | |
| 2 | EVTRMORGAN STANLEY ETF TRUST | 266,424 | $13.7M | 3.96% | NEW | |
| 3 | AVGOBROADCOM INC | 36,010 | $12.5M | 3.59% | NEW | |
| 4 | CGDGCAPITAL GROUP DIVIDEND VALUE | 280,688 | $12.2M | 3.53% | NEW | |
| 5 | NVDANVIDIA CORPORATION | 63,378 | $11.8M | 3.41% | NEW | |
| 6 | AMZNAMAZON COM INC | 42,061 | $9.7M | 2.80% | NEW | |
| 7 | MSFTMICROSOFT CORP | 19,826 | $9.6M | 2.76% | NEW | |
| 8 | JEPIJ P MORGAN EXCHANGE TRADED F | 145,588 | $8.3M | 2.40% | NEW | |
| 9 | ISRGINTUITIVE SURGICAL INC | 14,505 | $8.2M | 2.37% | NEW | |
| 10 | GEGE AEROSPACE | 24,823 | $7.6M | 2.20% | NEW | |
| 11 | GOOGLALPHABET INC | 24,181 | $7.6M | 2.18% | NEW | |
| 12 | LLYELI LILLY & CO | 6,818 | $7.3M | 2.11% | NEW | |
| 13 | IBMINTERNATIONAL BUSINESS MACHS | 23,239 | $6.9M | 1.98% | NEW | |
| 14 | INTUINTUIT | 9,775 | $6.5M | 1.87% | NEW | |
| 15 | SHYISHARES TR | 77,804 | $6.4M | 1.86% | NEW | |
| 16 | CGMSCAPITAL GRP FIXED INCM ETF T | 231,976 | $6.4M | 1.85% | NEW | |
| 17 | KKRKKR & CO INC | 49,876 | $6.4M | 1.83% | NEW | |
| 18 | METAMETA PLATFORMS INC | 9,608 | $6.3M | 1.83% | NEW | |
| 19 | INTCINTEL CORP | 171,248 | $6.3M | 1.82% | NEW | |
| 20 | IWYISHARES TR | 22,540 | $6.2M | 1.80% | NEW | |
| 21 | MRVLMARVELL TECHNOLOGY INC | 72,543 | $6.2M | 1.78% | NEW | |
| 22 | BABOEING CO | 26,892 | $5.8M | 1.68% | NEW | |
| 23 | PANWPALO ALTO NETWORKS INC | 31,146 | $5.7M | 1.65% | NEW | |
| 24 | SNOWSNOWFLAKE INC | 25,453 | $5.6M | 1.61% | NEW | |
| 25 | RTXRTX CORPORATION | 28,920 | $5.3M | 1.53% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($1.2463118199588687e+99T)
Financial Services0.0% ($2.2138137201224985e+75T)
Industrials0.0% ($7.64658385303479e+46T)
Healthcare0.0% ($821473274399234560.0T)
Communication Services0.0% ($756.9T)
Unknown0.0% ($682.4B)
Utilities0.0% ($20.1B)
Consumer Cyclical0.0% ($9.7M)
Energy0.0% ($4.3M)
Basic Materials0.0% ($215K)
Filing History
Fund Information
Bouvel Investment Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $346.9M across 80 holdings. The largest position is PIMCO ETF TR (BOND), representing 6.4% of the portfolio. Compared to the previous quarter, the fund opened 80 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.