Bouvel Investment Partners, LLC Portfolio Holdings

Bouvel Investment Partners, LLC

  • $267 Million
  • Q2 2025

Bouvel Investment Partners, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $267 Million distributed in 73 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 $12.3M, Nvidia Corp with a value of $12.2M, Palantir Technologies Inc. with a value of $12M, Capital Group Divid Value ETF with a value of $10.7M, and Microsoft Corp with a value of $9.85M.

Examining the 13F form we can see an increase of $39.6M in the current position value, from $227M to 267M.

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

Portfolio value $267 Million
Technology: $110 Million
ETFs: $63.4 Million
Industrials: $38.8 Million
Healthcare: $21.2 Million
Financial Services: $13 Million
Communication Services: $11.3 Million
Consumer Cyclical: $9.23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.3 Million 4.63% of portfolio
133,748
Q2 2025 Added 8.07%
$428B
$12.2 Million 4.56% of portfolio
76,961
Q2 2025 Added 3.23%
$307B
$12 Million 4.49% of portfolio
87,753
Q2 2025 Reduced 23.1%
$0
$10.7 Million 4.0% of portfolio
269,954
Q2 2025 New
$3.79T
$9.85 Million 3.7% of portfolio
19,805
Q2 2025 Added 1.74%
$124B
$9.79 Million 3.68% of portfolio
35,531
Q2 2025 New
$2.4T
$9.23 Million 3.46% of portfolio
42,077
Q2 2025 Added 1.44%
$0
$8.07 Million 3.03% of portfolio
142,025
Q2 2025 Reduced 20.59%
$161B
$7.79 Million 2.92% of portfolio
14,327
Q2 2025 Added 2.7%
$188B
$7.69 Million 2.89% of portfolio
9,768
Q2 2025 Added 0.88%
$1.65T
$7.05 Million 2.64% of portfolio
9,545
Q2 2025 Added 0.59%
$118B
$6.6 Million 2.48% of portfolio
49,637
Q2 2025 New
$57.6B
$6.36 Million 2.39% of portfolio
31,076
Q2 2025 Added 103.34%
$308B
$6.35 Million 2.38% of portfolio
24,658
Q2 2025 Added 1.14%
$0
$5.78 Million 2.17% of portfolio
23,446
Q2 2025 New
$54.7B
$5.62 Million 2.11% of portfolio
72,628
Q2 2025 Added 3.84%
$244B
$5.37 Million 2.01% of portfolio
19,696
Q2 2025 Added 0.9%
$706B
$5.25 Million 1.97% of portfolio
6,737
Q2 2025 Added 3.04%
$182B
$5.11 Million 1.92% of portfolio
54,792
Q2 2025 Added 0.84%
$154B
$4.94 Million 1.85% of portfolio
45,948
Q2 2025 Added 1.77%
$79.5B
$4.42 Million 1.66% of portfolio
35,301
Q2 2025 New
$145B
$4.32 Million 1.62% of portfolio
18,562
Q2 2025 Added 1.89%
$1.26T
$4.25 Million 1.59% of portfolio
24,121
Q2 2025 Added 1.4%
$233B
$4.25 Million 1.59% of portfolio
29,079
Q2 2025 Added 1.77%
$92B
$4.09 Million 1.53% of portfolio
7,968
Q2 2025 Added 1.31%
$8.01B
$3.86 Million 1.45% of portfolio
83,138
Q2 2025 Reduced 6.18%
$0
$3.78 Million 1.42% of portfolio
34,354
Q2 2025 Reduced 10.03%
$0
$3.29 Million 1.23% of portfolio
77,869
Q2 2025 Reduced 44.79%
$14.3B
$3.28 Million 1.23% of portfolio
19,237
Q2 2025 Reduced 2.77%
$0
$3.25 Million 1.22% of portfolio
106,017
Q2 2025 Added 11.86%
$0
$3.26 Million 1.22% of portfolio
32,436
Q2 2025 New
$1.58B
$3.18 Million 1.19% of portfolio
80,287
Q2 2025 New
$102B
$2.98 Million 1.12% of portfolio
13,639
Q2 2025 Added 1.23%
$53.1B
$2.96 Million 1.11% of portfolio
12,033
Q2 2025 Added 0.38%
$23.1B
$2.93 Million 1.1% of portfolio
4,945
Q2 2025 Reduced 2.77%
$0
$2.89 Million 1.09% of portfolio
45,304
Q2 2025 Reduced 9.63%
$53.8B
$2.8 Million 1.05% of portfolio
7,415
Q2 2025 New
$21.5B
$2.67 Million 1.0% of portfolio
16,116
Q2 2025 Reduced 1.3%
$43.5B
$2.66 Million 1.0% of portfolio
7,599
Q2 2025 New
$88.6B
$2.42 Million 0.91% of portfolio
4,749
Q2 2025 New
$38.4B
$2.28 Million 0.86% of portfolio
7,275
Q2 2025 Reduced 57.96%
$1.74B
$2.14 Million 0.8% of portfolio
146,492
Q2 2025 New
$0
$2.11 Million 0.79% of portfolio
25,481
Q2 2025 New
$0
$2.12 Million 0.79% of portfolio
43,523
Q2 2025 New
$18.7B
$1.99 Million 0.75% of portfolio
22,183
Q2 2025 Reduced 1.54%
$0
$1.96 Million 0.73% of portfolio
80,967
Q2 2025 New
$160B
$1.84 Million 0.69% of portfolio
4,750
Q2 2025 Reduced 7.71%
$2.52B
$1.71 Million 0.64% of portfolio
44,143
Q2 2025 New
$79.2B
$1.71 Million 0.64% of portfolio
23,030
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $267 Million
  • Prior Value $227 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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