Bouvel Investment Partners, LLC
CIK: 0001839122SEC EDGAR →
Portfolio Value
$346.9M
Holdings
80
As of
Q4 2025
New Positions
80
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PIMCO ETF TR | 237,842 | $22.1M | 6.38% |
| 2 | MORGAN STANLEY ETF TRUST | 266,424 | $13.7M | 3.96% |
| 3 | BROADCOM INC | 36,010 | $12.5M | 3.59% |
| 4 | CAPITAL GROUP DIVIDEND VALUE | 280,688 | $12.2M | 3.53% |
| 5 | NVIDIA CORPORATION | 63,378 | $11.8M | 3.41% |
| 6 | AMAZON COM INC | 42,061 | $9.7M | 2.80% |
| 7 | MICROSOFT CORP | 19,826 | $9.6M | 2.76% |
| 8 | J P MORGAN EXCHANGE TRADED F | 145,588 | $8.3M | 2.40% |
| 9 | INTUITIVE SURGICAL INC | 14,505 | $8.2M | 2.37% |
| 10 | GE AEROSPACE | 24,823 | $7.6M | 2.20% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (80)
$22.1M · 238K shares
$13.7M · 266K shares
$12.5M · 36K shares
$12.2M · 281K shares
$11.8M · 63K shares
$9.7M · 42K shares
$9.6M · 20K shares
$8.3M · 146K shares
$8.2M · 15K shares
$7.6M · 25K shares
$7.6M · 24K shares
$7.3M · 7K shares
$6.9M · 23K shares
$6.5M · 10K shares
$6.4M · 78K shares
$6.4M · 232K shares
$6.4M · 50K shares
$6.3M · 10K shares
$6.3M · 171K shares
$6.2M · 23K shares
$6.2M · 73K shares
$5.8M · 27K shares
$5.7M · 31K shares
$5.6M · 25K shares
$5.3M · 29K shares
$5.3M · 20K shares
$4.8M · 63K shares
$4.8M · 15K shares
$4.7M · 10K shares
$4.7M · 26K shares
$4.5M · 55K shares
$4.4M · 33K shares
$4.4M · 46K shares
$4.4M · 23K shares
$4.3M · 16K shares
$4.3M · 20K shares
$3.9M · 32K shares
$3.8M · 10K shares
$3.8M · 38K shares
$3.7M · 80K shares
$3.6M · 19K shares
$3.5M · 26K shares
$3.2M · 8K shares
$3.1M · 120K shares
$3.0M · 42K shares
$2.8M · 17K shares
$2.6M · 24K shares
$2.6M · 44K shares
$2.5M · 14K shares
$2.4M · 84K shares
$2.4M · 50K shares
$2.3M · 40K shares
$2.3M · 31K shares
$2.3M · 5K shares
$2.3M · 5K shares
$2.0M · 28K shares
$1.9M · 2K shares
$1.9M · 27K shares
$1.7M · 8K shares
$1.7M · 12K shares
$1.7M · 8K shares
$1.7M · 32K shares
$1.6M · 122K shares
$1.6M · 10K shares
$1.4M · 23K shares
$1.3M · 15K shares
$1.2M · 108K shares
$1.2M · 244K shares
$1.1M · 81K shares
$1.1M · 5K shares
$1.1M · 54K shares
$1.0M · 289K shares
$776K · 3K shares
$715K · 70K shares
$690K · 43K shares
$682K · 347K shares
$358K · 3K shares
$304K · 5K shares
$218K · 2K shares
$215K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 27 | $121.8M | 35.1% |
| Financial Services | 21 | $113.7M | 32.8% |
| Industrials | 14 | $51.1M | 14.7% |
| Healthcare | 7 | $25.9M | 7.5% |
| Communication Services | 3 | $15.6M | 4.5% |
| Consumer Cyclical | 1 | $9.7M | 2.8% |
| Energy | 1 | $4.3M | 1.2% |
| Utilities | 2 | $3.2M | 0.9% |
| Unknown | 3 | $1.3M | 0.4% |
| Basic Materials | 1 | $215K | 0.1% |