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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.8B
$3.86 Million 1.45% of portfolio
83,138
Q2 2025 Reduced 6.18%
$2.65B
$1.71 Million 0.64% of portfolio
44,143
Q2 2025 New
$3.03B
$1.66 Million 0.62% of portfolio
30,808
Q2 2025 New
$4.69B
$1.52 Million 0.57% of portfolio
31,161
Q2 2025 Added 43.58%
$7.02B
$1.27 Million 0.48% of portfolio
120,111
Q2 2025 Reduced 1.67%
$3.88B
$697,000 0.26% of portfolio
133,086
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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