Bouvel Investment Partners, LLC Portfolio Holdings by Sector
Bouvel Investment Partners, LLC
- $267 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BOND CGDV JEPI IWY IVW PRF MINT PFF 16 stocks |
$63,434
23.8% of portfolio
|
9
|
7
|
6
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT PANW SNPS CRWD ZS ADBE 7 stocks |
$38,795
14.56% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MRVL MPWR 4 stocks |
$28,687
10.76% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CRM UBER ADSK TYL COIN HUBS 7 stocks |
$27,694
10.39% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN SMR 3 stocks |
$14,876
5.58% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$11,295
4.24% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX KTOS MRCY 3 stocks |
$9,766
3.66% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$9,231
3.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$7,785
2.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR 1 stocks |
$6,603
2.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ PWR 2 stocks |
$6,081
2.28% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX CERS 2 stocks |
$5,620
2.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$5,251
1.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV AUR 2 stocks |
$5,116
1.92% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$4,322
1.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
TER AEHR INDI 3 stocks |
$3,346
1.26% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$2,982
1.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$2,667
1.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY BLDE 2 stocks |
$2,296
0.86% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
QBTS 1 stocks |
$2,144
0.8% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CRSP ADPT 2 stocks |
$2,003
0.75% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM ALCC 2 stocks |
$1,714
0.64% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL 1 stocks |
$1,711
0.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$1,457
0.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
VICR 1 stocks |
$1,056
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ILMN 1 stocks |
$571
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|