Bouvel Investment Partners, LLC Portfolio Holdings

Bouvel Investment Partners, LLC

  • $227 Million
  • Q1 2025

Bouvel Investment Partners, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $227 Million distributed in 77 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 $11.4M, J P Morgan Exchange Traded Fd with a value of $10.1M, Palantir Technologies Inc. with a value of $9.63M, Nvidia Corp with a value of $8.08M, and Amazon Com Inc with a value of $7.89M.

Examining the 13F form we can see an decrease of $26.9M in the current position value, from $254M to 227M.

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

Portfolio value $227 Million
Technology: $85.8 Million
ETFs: $58.5 Million
Industrials: $30.7 Million
Healthcare: $19.1 Million
Financial Services: $14.1 Million
Consumer Cyclical: $9.52 Million
Communication Services: $9.15 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$185B
$9.63 Million 4.24% of portfolio
114,119
Q1 2025 Added 2.7%
$246B
$8.08 Million 3.56% of portfolio
74,553
Q1 2025 Reduced 2.8%
$1.76T
$7.89 Million 3.48% of portfolio
41,481
Q1 2025 Reduced 1.2%
$189B
$7.78 Million 3.43% of portfolio
28,917
Q1 2025 Reduced 1.38%
$2.73T
$7.31 Million 3.22% of portfolio
19,467
Q1 2025 Reduced 1.7%
$169B
$6.91 Million 3.05% of portfolio
13,950
Q1 2025 Reduced 2.83%
$164B
$5.95 Million 2.62% of portfolio
9,683
Q1 2025 Reduced 0.65%
$1.12T
$5.47 Million 2.41% of portfolio
9,489
Q1 2025 Reduced 0.85%
$786B
$5.4 Million 2.38% of portfolio
6,538
Q1 2025 Reduced 1.6%
$243B
$5.24 Million 2.31% of portfolio
19,520
Q1 2025 Reduced 1.08%
$207B
$4.88 Million 2.15% of portfolio
24,381
Q1 2025 Reduced 0.98%
$136B
$4.55 Million 2.01% of portfolio
45,148
Q1 2025 Reduced 1.65%
$43.2B
$4.31 Million 1.9% of portfolio
69,939
Q1 2025 Reduced 2.04%
$106B
$3.99 Million 1.76% of portfolio
14,679
Q1 2025 Reduced 1.73%
$147B
$3.96 Million 1.74% of portfolio
54,335
Q1 2025 Reduced 0.67%
$133B
$3.86 Million 1.7% of portfolio
18,217
Q1 2025 Reduced 1.35%
$96.9B
$3.73 Million 1.64% of portfolio
21,862
Q1 2025 Added 1.14%
$905B
$3.68 Million 1.62% of portfolio
23,787
Q1 2025 Reduced 1.11%
$28.1B
$3.43 Million 1.51% of portfolio
17,306
Q1 2025 Reduced 1.37%
$63.2B
$3.37 Million 1.49% of portfolio
7,865
Q1 2025 Added 1.29%
$109B
$3.29 Million 1.45% of portfolio
13,473
Q1 2025 Reduced 1.12%
$187B
$3.02 Million 1.33% of portfolio
25,924
Q1 2025 Reduced 2.58%
$23.5B
$2.96 Million 1.3% of portfolio
5,086
Q1 2025 Reduced 1.03%
$53.1B
$2.95 Million 1.3% of portfolio
11,988
Q1 2025 Reduced 0.52%
$76.3B
$2.7 Million 1.19% of portfolio
31,039
Q1 2025 Added 0.02%
$4.05B
$2.63 Million 1.16% of portfolio
88,616
Q1 2025 Added 2.32%
$49B
$2.61 Million 1.15% of portfolio
15,283
Q1 2025 Reduced 50.8%
$4.67B
$2.4 Million 1.06% of portfolio
18,058
Q1 2025 Reduced 1.1%
$8.93B
$2.31 Million 1.02% of portfolio
19,785
Q1 2025 Reduced 1.17%
$14.4B
$2.06 Million 0.91% of portfolio
16,329
Q1 2025 Reduced 1.12%
$139B
$2.08 Million 0.91% of portfolio
20,197
Q1 2025 Added 2.69%
$3.75B
$2.04 Million 0.9% of portfolio
17,108
Q1 2025 Reduced 0.96%
$163B
$1.97 Million 0.87% of portfolio
5,147
Q1 2025 Added 4.23%
$26.6B
$1.96 Million 0.86% of portfolio
19,766
Q1 2025 Added 0.34%
$11.2B
$1.86 Million 0.82% of portfolio
22,529
Q1 2025 Reduced 1.23%
$21.6B
$1.8 Million 0.79% of portfolio
32,893
Q1 2025 Reduced 1.96%
$102B
$1.66 Million 0.73% of portfolio
17,376
Q1 2025 Reduced 1.0%
$911M
$1.16 Million 0.51% of portfolio
120,524
Q1 2025 Added 1.76%
$1.51B
$1.15 Million 0.51% of portfolio
24,547
Q1 2025 Reduced 0.98%
$26B
$1.01 Million 0.45% of portfolio
1,771
Q1 2025 Reduced 1.99%
$30.3B
$1.02 Million 0.45% of portfolio
17,867
Q1 2025 Reduced 1.25%
$32.7B
$951,000 0.42% of portfolio
10,980
Q1 2025 Reduced 1.05%
$7.26B
$847,000 0.37% of portfolio
13,658
Q1 2025 New
$5.48B
$806,000 0.36% of portfolio
5,781
Q1 2025 New
$3.06B
$738,000 0.33% of portfolio
21,703
Q1 2025 Reduced 0.65%
$812M
$738,000 0.33% of portfolio
27,620
Q1 2025 New
$185M
$734,000 0.32% of portfolio
268,867
Q1 2025 Added 1.29%
$3.58B
$735,000 0.32% of portfolio
122,147
Q1 2025 Reduced 1.38%
$669M
$698,000 0.31% of portfolio
248,434
Q1 2025 Added 2,384.34%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $227 Million
  • Prior Value $254 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
Track This Portfolio

Track Bouvel Investment Partners, LLC Portfolio

Follow Bouvel Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bouvel Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bouvel Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email