Bouvel Investment Partners, LLC Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$295.6B
Holdings
73
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (73 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EVTRMORGAN STANLEY ETF TRUST | 251,147 | $12.8B | 4.32% | |
| 2 | BONDPIMCO ETF TR | 133,748 | $12.3B | 4.17% | |
| 3 | NVDANVIDIA CORPORATION | 76,961 | $12.2B | 4.11% | |
| 4 | PLTRPALANTIR TECHNOLOGIES INC | 87,753 | $12.0B | 4.05% | |
| 5 | CGDGCAPITAL GROUP DIVIDEND VALUE | 269,954 | $10.7B | 3.61% | |
| 6 | MSFTMICROSOFT CORP | 19,805 | $9.9B | 3.33% | |
| 7 | AVGOBROADCOM INC | 35,531 | $9.8B | 3.31% | |
| 8 | AMZNAMAZON COM INC | 42,077 | $9.2B | 3.12% | |
| 9 | JEPIJ P MORGAN EXCHANGE TRADED F | 142,025 | $8.1B | 2.73% | |
| 10 | ISRGINTUITIVE SURGICAL INC | 14,327 | $7.8B | 2.63% | |
| 11 | INTUINTUIT | 9,768 | $7.7B | 2.60% | |
| 12 | METAMETA PLATFORMS INC | 9,545 | $7.0B | 2.38% | |
| 13 | KKRKKR & CO INC | 49,637 | $6.6B | 2.23% | |
| 14 | PANWPALO ALTO NETWORKS INC | 31,076 | $6.4B | 2.15% | |
| 15 | GEGE AEROSPACE | 24,658 | $6.3B | 2.15% | |
| 16 | FISVFISERV INC | 35,301 | $6.1B | 2.06% | |
| 17 | CGMSCAPITAL GRP FIXED INCM ETF T | 219,457 | $6.1B | 2.05% | |
| 18 | IWYISHARES TR | 23,446 | $5.8B | 1.96% | |
| 19 | MRVLMARVELL TECHNOLOGY INC | 72,628 | $5.6B | 1.90% | |
| 20 | CRMSALESFORCE INC | 19,696 | $5.4B | 1.82% | |
| 21 | ETNEATON CORP PLC | 14,998 | $5.4B | 1.81% | |
| 22 | LLYELI LILLY & CO | 6,737 | $5.3B | 1.78% | |
| 23 | UBERUBER TECHNOLOGIES INC | 54,792 | $5.1B | 1.73% | |
| 24 | BSXBOSTON SCIENTIFIC CORP | 45,948 | $4.9B | 1.67% | |
| 25 | HONHONEYWELL INTL INC | 18,562 | $4.3B | 1.46% | |
| 26 | GOOGLALPHABET INC | 24,121 | $4.3B | 1.44% | |
| 27 | RTXRTX CORPORATION | 29,079 | $4.2B | 1.44% | |
| 28 | SNPSSYNOPSYS INC | 7,968 | $4.1B | 1.38% | |
| 29 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 83,138 | $3.9B | 1.31% | |
| 30 | IVWISHARES TR | 34,354 | $3.8B | 1.28% | |
| 31 | ADSKAUTODESK INC | 12,033 | $3.7B | 1.26% | |
| 32 | PRFINVESCO EXCHANGE TRADED FD T | 77,869 | $3.3B | 1.11% | |
| 33 | MTZMASTEC INC | 19,237 | $3.3B | 1.11% | |
| 34 | MINTPIMCO ETF TR | 32,436 | $3.3B | 1.10% | |
| 35 | PFFISHARES TR | 106,017 | $3.3B | 1.10% | |
| 36 | SMRNUSCALE PWR CORP | 80,287 | $3.2B | 1.07% | |
| 37 | MRSHMARSH & MCLENNAN COS INC | 13,639 | $3.0B | 1.01% | |
| 38 | TYLTYLER TECHNOLOGIES INC | 4,945 | $2.9B | 0.99% | |
| 39 | FVALFIDELITY COVINGTON TRUST | 45,304 | $2.9B | 0.98% | |
| 40 | PWRQUANTA SVCS INC | 7,415 | $2.8B | 0.95% | |
| 41 | FSLRFIRST SOLAR INC | 16,116 | $2.7B | 0.90% | |
| 42 | COINCOINBASE GLOBAL INC | 7,599 | $2.7B | 0.90% | |
| 43 | TEMTEMPUS AI INC | 39,934 | $2.5B | 0.86% | |
| 44 | CRWDCROWDSTRIKE HLDGS INC | 4,749 | $2.4B | 0.82% | |
| 45 | SMCISUPER MICRO COMPUTER INC | 47,381 | $2.3B | 0.79% | |
| 46 | ZSZSCALER INC | 7,275 | $2.3B | 0.77% | |
| 47 | OKLOOKLO INC | 40,416 | $2.3B | 0.77% | |
| 48 | VRTVERTIV HOLDINGS CO | 16,819 | $2.2B | 0.73% | |
| 49 | QBTSD-WAVE QUANTUM INC | 146,492 | $2.1B | 0.73% | |
| 50 | JPIBJ P MORGAN EXCHANGE TRADED F | 43,523 | $2.1B | 0.72% | |
| 51 | SHYISHARES TR | 25,481 | $2.1B | 0.71% | |
| 52 | TERTERADYNE INC | 22,183 | $2.0B | 0.67% | |
| 53 | TBFPROSHARES TR | 80,967 | $2.0B | 0.66% | |
| 54 | ADBEADOBE INC | 4,750 | $1.8B | 0.62% | |
| 55 | SYMSYMBOTIC INC | 44,143 | $1.7B | 0.58% | |
| 56 | PYPLPAYPAL HLDGS INC | 23,030 | $1.7B | 0.58% | |
| 57 | MRCYMERCURY SYS INC | 30,808 | $1.7B | 0.56% | |
| 58 | DGROISHARES TR | 25,421 | $1.6B | 0.55% | |
| 59 | CRSPCRISPR THERAPEUTICS AG | 31,161 | $1.5B | 0.51% | |
| 60 | ITOTISHARES TR | 9,420 | $1.3B | 0.43% | |
| 61 | JOBYJOBY AVIATION INC | 120,111 | $1.3B | 0.43% | |
| 62 | MPWRMONOLITHIC PWR SYS INC | 1,523 | $1.1B | 0.38% | |
| 63 | VICRVICOR CORP | 23,302 | $1.1B | 0.36% | |
| 64 | SRTABLADE AIR MOBILITY INC | 255,470 | $1.0B | 0.35% | |
| 65 | HUBSHUBSPOT INC | 1,739 | $968.0M | 0.33% | |
| 66 | VOTVANGUARD INDEX FDS | 2,548 | $724.6M | 0.25% | |
| 67 | AEHRAEHR TEST SYS | 54,802 | $708.6M | 0.24% | |
| 68 | AURAURORA INNOVATION INC | 133,086 | $697.4M | 0.24% | |
| 69 | CERSCERUS CORP | 486,063 | $685.3M | 0.23% | |
| 70 | INDIINDIE SEMICONDUCTOR INC | 180,972 | $644.3M | 0.22% | |
| 71 | ILMNILLUMINA INC | 5,993 | $571.8M | 0.19% | |
| 72 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 41,974 | $489.0M | 0.17% | |
| 73 | AQLTISHARES TR | 2,335 | $310.1M | 0.10% |