Bouvel Investment Partners, LLC Portfolio Holdings

Bouvel Investment Partners, LLC

  • $227 Million
  • Q1 2025

Bouvel Investment Partners, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $227 Million distributed in 77 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 $11.4M, J P Morgan Exchange Traded Fd with a value of $10.1M, Palantir Technologies Inc. with a value of $9.63M, Nvidia Corp with a value of $8.08M, and Amazon Com Inc with a value of $7.89M.

Examining the 13F form we can see an decrease of $26.9M in the current position value, from $254M to 227M.

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

Portfolio value $227 Million
Technology: $85.8 Million
ETFs: $58.5 Million
Industrials: $30.7 Million
Healthcare: $19.1 Million
Financial Services: $14.1 Million
Consumer Cyclical: $9.52 Million
Communication Services: $9.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.4 Million 5.04% of portfolio
123,759
Q1 2025 Added 1.65%
$0
$10.1 Million 4.47% of portfolio
178,840
Q1 2025 Added 1.22%
$178B
$9.63 Million 4.24% of portfolio
114,119
Q1 2025 Added 2.7%
$241B
$8.08 Million 3.56% of portfolio
74,553
Q1 2025 Reduced 2.8%
$1.7T
$7.89 Million 3.48% of portfolio
41,481
Q1 2025 Reduced 1.2%
$181B
$7.78 Million 3.43% of portfolio
28,917
Q1 2025 Reduced 1.38%
$2.68T
$7.31 Million 3.22% of portfolio
19,467
Q1 2025 Reduced 1.7%
$165B
$6.91 Million 3.05% of portfolio
13,950
Q1 2025 Reduced 2.83%
$160B
$5.95 Million 2.62% of portfolio
9,683
Q1 2025 Reduced 0.65%
$0
$5.75 Million 2.53% of portfolio
37,019
Q1 2025 Added 1.3%
$0
$5.7 Million 2.51% of portfolio
141,048
Q1 2025 Added 2.86%
$1.13T
$5.47 Million 2.41% of portfolio
9,489
Q1 2025 Reduced 0.85%
$777B
$5.4 Million 2.38% of portfolio
6,538
Q1 2025 Reduced 1.6%
$236B
$5.24 Million 2.31% of portfolio
19,520
Q1 2025 Reduced 1.08%
$195B
$4.88 Million 2.15% of portfolio
24,381
Q1 2025 Reduced 0.98%
$134B
$4.55 Million 2.01% of portfolio
45,148
Q1 2025 Reduced 1.65%
$103B
$3.99 Million 1.76% of portfolio
14,679
Q1 2025 Reduced 1.73%
$144B
$3.96 Million 1.74% of portfolio
54,335
Q1 2025 Reduced 0.67%
$131B
$3.86 Million 1.7% of portfolio
18,217
Q1 2025 Reduced 1.35%
$185B
$3.78 Million 1.67% of portfolio
28,572
Q1 2025 Reduced 0.75%
$95B
$3.73 Million 1.64% of portfolio
21,862
Q1 2025 Added 1.14%
$903B
$3.68 Million 1.62% of portfolio
23,787
Q1 2025 Reduced 1.11%
$0
$3.54 Million 1.56% of portfolio
38,184
Q1 2025 Added 2.83%
$0
$3.51 Million 1.55% of portfolio
14,373
Q1 2025 Added 2.31%
$27.7B
$3.43 Million 1.51% of portfolio
17,306
Q1 2025 Reduced 1.37%
$61.5B
$3.37 Million 1.49% of portfolio
7,865
Q1 2025 Added 1.29%
$105B
$3.29 Million 1.45% of portfolio
13,473
Q1 2025 Reduced 1.12%
$0
$3.09 Million 1.36% of portfolio
44,119
Q1 2025 New
$180B
$3.02 Million 1.33% of portfolio
25,924
Q1 2025 Reduced 2.58%
$0
$2.99 Million 1.32% of portfolio
50,132
Q1 2025 Added 4.13%
$23.1B
$2.96 Million 1.3% of portfolio
5,086
Q1 2025 Reduced 1.03%
$53.1B
$2.95 Million 1.3% of portfolio
11,988
Q1 2025 Reduced 0.52%
$0
$2.91 Million 1.28% of portfolio
94,776
Q1 2025 Reduced 1.04%
$0
$2.7 Million 1.19% of portfolio
38,625
Q1 2025 New
$72.6B
$2.7 Million 1.19% of portfolio
31,039
Q1 2025 Added 0.02%
$4.02B
$2.63 Million 1.16% of portfolio
88,616
Q1 2025 Added 2.32%
$47.9B
$2.61 Million 1.15% of portfolio
15,283
Q1 2025 Reduced 50.8%
$0
$2.58 Million 1.13% of portfolio
19,406
Q1 2025 Reduced 26.03%
$4.57B
$2.4 Million 1.06% of portfolio
18,058
Q1 2025 Reduced 1.1%
$8.69B
$2.31 Million 1.02% of portfolio
19,785
Q1 2025 Reduced 1.17%
$13.1B
$2.06 Million 0.91% of portfolio
16,329
Q1 2025 Reduced 1.12%
$138B
$2.08 Million 0.91% of portfolio
20,197
Q1 2025 Added 2.69%
$3.6B
$2.04 Million 0.9% of portfolio
17,108
Q1 2025 Reduced 0.96%
$160B
$1.97 Million 0.87% of portfolio
5,147
Q1 2025 Added 4.23%
$25.9B
$1.96 Million 0.86% of portfolio
19,766
Q1 2025 Added 0.34%
$10.9B
$1.86 Million 0.82% of portfolio
22,529
Q1 2025 Reduced 1.23%
$21.1B
$1.8 Million 0.79% of portfolio
32,893
Q1 2025 Reduced 1.96%
$0
$1.68 Million 0.74% of portfolio
32,399
Q1 2025 Reduced 43.99%
$97.2B
$1.66 Million 0.73% of portfolio
17,376
Q1 2025 Reduced 1.0%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $227 Million
  • Prior Value $254 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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