Bouvel Investment Partners, LLC Portfolio Holdings

Bouvel Investment Partners, LLC

  • $297 Million
  • Q3 2025

Bouvel Investment Partners, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $297 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco Active Bond Exchange Tra with a value of $14.2M, Nvidia Corp with a value of $11.7M, Broadcom Inc. with a value of $11.6M, Capital Group Divid Value ETF with a value of $11M, and Microsoft Corp with a value of $10.1M.

Examining the 13F form we can see an increase of $30.5M in the current position value, from $267M to 297M.

Below you can find more details about Bouvel Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $297 Million
Technology: $119 Million
ETFs: $76.1 Million
Industrials: $45.9 Million
Healthcare: $20 Million
Communication Services: $13.9 Million
Financial Services: $13 Million
Consumer Cyclical: $9.08 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.2 Million 4.78% of portfolio
152,100
Q3 2025 Added 13.72%
$465B
$11.7 Million 3.95% of portfolio
62,922
Q3 2025 Reduced 18.24%
$139B
$11.6 Million 3.91% of portfolio
35,175
Q3 2025 Reduced 1.0%
$0
$11 Million 3.7% of portfolio
261,301
Q3 2025 Reduced 3.21%
$3.78T
$10.1 Million 3.4% of portfolio
19,506
Q3 2025 Reduced 1.51%
$2.39T
$9.08 Million 3.06% of portfolio
41,362
Q3 2025 Reduced 1.7%
$342B
$8.65 Million 2.91% of portfolio
47,428
Q3 2025 Reduced 45.95%
$0
$7.75 Million 2.61% of portfolio
135,681
Q3 2025 Reduced 4.47%
$328B
$7.35 Million 2.48% of portfolio
24,442
Q3 2025 Reduced 0.88%
$1.37T
$6.93 Million 2.33% of portfolio
9,438
Q3 2025 Reduced 1.12%
$182B
$6.56 Million 2.21% of portfolio
9,606
Q3 2025 Reduced 1.66%
$103B
$6.38 Million 2.15% of portfolio
49,090
Q3 2025 Reduced 1.1%
$193B
$6.37 Million 2.15% of portfolio
14,254
Q3 2025 Reduced 0.51%
$0
$6.24 Million 2.1% of portfolio
22,792
Q3 2025 Reduced 2.79%
$61.4B
$6.24 Million 2.1% of portfolio
30,630
Q3 2025 Reduced 1.44%
$0
$6.13 Million 2.07% of portfolio
73,944
Q3 2025 Added 190.19%
$1.65T
$5.78 Million 1.95% of portfolio
23,774
Q3 2025 Reduced 1.44%
$9.12B
$5.78 Million 1.94% of portfolio
63,206
Q3 2025 Reduced 23.97%
$82.2B
$5.64 Million 1.9% of portfolio
25,020
Q3 2025 New
$143B
$5.65 Million 1.9% of portfolio
168,394
Q3 2025 New
$140B
$5.53 Million 1.86% of portfolio
14,764
Q3 2025 Reduced 1.56%
$181B
$5.28 Million 1.78% of portfolio
53,851
Q3 2025 Reduced 1.72%
$971B
$5.13 Million 1.73% of portfolio
6,728
Q3 2025 Reduced 0.13%
$0
$4.77 Million 1.61% of portfolio
10,188
Q3 2025 New
$258B
$4.78 Million 1.61% of portfolio
28,596
Q3 2025 Reduced 1.66%
$237B
$4.64 Million 1.56% of portfolio
19,578
Q3 2025 Reduced 0.6%
$147B
$4.44 Million 1.49% of portfolio
45,456
Q3 2025 Reduced 1.07%
$79.5B
$4.37 Million 1.47% of portfolio
34,938
Q3 2025 Reduced 1.03%
$15B
$4.18 Million 1.41% of portfolio
19,650
Q3 2025 Added 2.15%
$0
$4.02 Million 1.35% of portfolio
33,259
Q3 2025 Reduced 3.19%
$59.7B
$3.86 Million 1.3% of portfolio
7,833
Q3 2025 Reduced 1.69%
$132B
$3.84 Million 1.29% of portfolio
18,228
Q3 2025 Reduced 1.8%
$2.6B
$3.67 Million 1.23% of portfolio
148,337
Q3 2025 Added 1.26%
$27B
$3.6 Million 1.21% of portfolio
16,309
Q3 2025 Added 1.2%
$0
$3.49 Million 1.18% of portfolio
110,388
Q3 2025 Added 4.12%
$0
$3.43 Million 1.15% of portfolio
75,864
Q3 2025 Reduced 2.57%
$0
$3.18 Million 1.07% of portfolio
31,618
Q3 2025 Reduced 2.52%
$61.4B
$3.15 Million 1.06% of portfolio
7,594
Q3 2025 Added 2.41%
$26.6B
$3.11 Million 1.05% of portfolio
22,627
Q3 2025 Added 2.0%
$0
$3.02 Million 1.02% of portfolio
43,876
Q3 2025 Reduced 3.15%
$954M
$2.94 Million 0.99% of portfolio
81,606
Q3 2025 Added 1.64%
$89.7B
$2.71 Million 0.91% of portfolio
13,425
Q3 2025 Reduced 1.57%
$19.5B
$2.63 Million 0.88% of portfolio
5,021
Q3 2025 Added 1.54%
$40.3B
$2.62 Million 0.88% of portfolio
7,771
Q3 2025 Added 2.26%
$0
$2.54 Million 0.85% of portfolio
30,668
Q3 2025 New
$4.09B
$2.43 Million 0.82% of portfolio
31,459
Q3 2025 Added 2.11%
$3.22B
$2.4 Million 0.81% of portfolio
44,479
Q3 2025 Added 0.76%
$115B
$2.38 Million 0.8% of portfolio
4,848
Q3 2025 Added 2.08%
$0
$2.24 Million 0.75% of portfolio
45,697
Q3 2025 Added 5.0%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $297 Million
  • Prior Value $267 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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