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%
$443B
$12.2 Million 4.56% of portfolio
76,961
Q2 2025 Added 3.23%
$337B
$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
$3.8T
$9.85 Million 3.7% of portfolio
19,805
Q2 2025 Added 1.74%
$146B
$9.79 Million 3.68% of portfolio
35,531
Q2 2025 New
$2.32T
$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%
$159B
$7.79 Million 2.92% of portfolio
14,327
Q2 2025 Added 2.7%
$182B
$7.69 Million 2.89% of portfolio
9,768
Q2 2025 Added 0.88%
$1.69T
$7.05 Million 2.64% of portfolio
9,545
Q2 2025 Added 0.59%
$123B
$6.6 Million 2.48% of portfolio
49,637
Q2 2025 New
$58.7B
$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
$57.4B
$5.62 Million 2.11% of portfolio
72,628
Q2 2025 Added 3.84%
$243B
$5.37 Million 2.01% of portfolio
19,696
Q2 2025 Added 0.9%
$718B
$5.25 Million 1.97% of portfolio
6,737
Q2 2025 Added 3.04%
$190B
$5.11 Million 1.92% of portfolio
54,792
Q2 2025 Added 0.84%
$147B
$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
$142B
$4.32 Million 1.62% of portfolio
18,562
Q2 2025 Added 1.89%
$1.44T
$4.25 Million 1.59% of portfolio
24,121
Q2 2025 Added 1.4%
$229B
$4.25 Million 1.59% of portfolio
29,079
Q2 2025 Added 1.77%
$65.1B
$4.09 Million 1.53% of portfolio
7,968
Q2 2025 Added 1.31%
$8.72B
$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%
$14.8B
$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
$1.54B
$3.18 Million 1.19% of portfolio
80,287
Q2 2025 New
$101B
$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%
$22.7B
$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%
$54.7B
$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%
$45.8B
$2.66 Million 1.0% of portfolio
7,599
Q2 2025 New
$93.7B
$2.42 Million 0.91% of portfolio
4,749
Q2 2025 New
$40.5B
$2.28 Million 0.86% of portfolio
7,275
Q2 2025 Reduced 57.96%
$1.82B
$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
$17.6B
$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
$162B
$1.84 Million 0.69% of portfolio
4,750
Q2 2025 Reduced 7.71%
$2.64B
$1.71 Million 0.64% of portfolio
44,143
Q2 2025 New
$77.4B
$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
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