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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$113B
$9.79 Million 3.68% of portfolio
35,531
Q2 2025 New
$187B
$7.79 Million 2.92% of portfolio
14,327
Q2 2025 Added 2.7%
$120B
$6.6 Million 2.48% of portfolio
49,637
Q2 2025 New
$61.7B
$6.36 Million 2.39% of portfolio
31,076
Q2 2025 Added 103.34%
$61.6B
$5.62 Million 2.11% of portfolio
72,628
Q2 2025 Added 3.84%
$143B
$5.35 Million 2.01% of portfolio
14,998
Q2 2025 Added 2.17%
$191B
$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
$160B
$4.32 Million 1.62% of portfolio
18,562
Q2 2025 Added 1.89%
$84.2B
$4.09 Million 1.53% of portfolio
7,968
Q2 2025 Added 1.31%
$13.2B
$3.28 Million 1.23% of portfolio
19,237
Q2 2025 Reduced 2.77%
$106B
$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%
$24.1B
$2.93 Million 1.1% of portfolio
4,945
Q2 2025 Reduced 2.77%
$54.7B
$2.8 Million 1.05% of portfolio
7,415
Q2 2025 New
$53B
$2.66 Million 1.0% of portfolio
7,599
Q2 2025 New
$110B
$2.42 Million 0.91% of portfolio
4,749
Q2 2025 New
$45.3B
$2.28 Million 0.86% of portfolio
7,275
Q2 2025 Reduced 57.96%
$14.5B
$1.99 Million 0.75% of portfolio
22,183
Q2 2025 Reduced 1.54%
$174B
$1.84 Million 0.69% of portfolio
4,750
Q2 2025 Reduced 7.71%
$86.5B
$1.71 Million 0.64% of portfolio
23,030
Q2 2025 New
$32.7B
$1.46 Million 0.55% of portfolio
16,819
Q2 2025 Added 53.18%
$35.3B
$1.11 Million 0.42% of portfolio
1,523
Q2 2025 New
$26.9B
$967,000 0.36% of portfolio
1,739
Q2 2025 Reduced 1.81%
$15.3B
$571,000 0.21% of portfolio
5,993
Q2 2025 Reduced 7.71%

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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