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 ETFs Only

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%
$0
$11 Million 3.7% of portfolio
261,301
Q3 2025 Reduced 3.21%
$0
$7.75 Million 2.61% of portfolio
135,681
Q3 2025 Reduced 4.47%
$0
$6.24 Million 2.1% of portfolio
22,792
Q3 2025 Reduced 2.79%
$0
$6.13 Million 2.07% of portfolio
73,944
Q3 2025 Added 190.19%
$0
$4.77 Million 1.61% of portfolio
10,188
Q3 2025 New
$0
$4.02 Million 1.35% of portfolio
33,259
Q3 2025 Reduced 3.19%
$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%
$0
$3.02 Million 1.02% of portfolio
43,876
Q3 2025 Reduced 3.15%
$0
$2.54 Million 0.85% of portfolio
30,668
Q3 2025 New
$0
$2.24 Million 0.75% of portfolio
45,697
Q3 2025 Added 5.0%
$0
$1.68 Million 0.56% of portfolio
24,623
Q3 2025 Reduced 3.14%
$0
$1.34 Million 0.45% of portfolio
9,188
Q3 2025 Reduced 2.46%
$0
$735,000 0.25% of portfolio
2,505
Q3 2025 Reduced 1.69%

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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