Q1 2025 · 13F-HR
Bouvel Investment Partners, LLCholdings as filed
Filed 2025-04-17 · accession 0001085146-25-002169
$265.9M
Reported value
77
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 61774R841 | EVTR | MORGAN STANLEY ETF TRUST | $12.5M | 4.69% | 240,903 | Common | SOLE |
| 72201R775 | BOND | PIMCO ETF TR | $11.7M | 4.40% | 123,759 | Common | SOLE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $10.6M | 4.00% | 178,840 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $9.1M | 3.40% | 74,553 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $8.4M | 3.15% | 19,467 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $7.8M | 2.95% | 28,917 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $7.7M | 2.91% | 41,481 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $6.9M | 2.58% | 13,950 | Common | SOLE |
| 14020Y300 | CGMS | CAPITAL GRP FIXED INCM ETF T | $6.0M | 2.27% | 216,376 | Common | SOLE |
| 461202103 | INTU | INTUIT | $6.0M | 2.26% | 9,683 | Common | SOLE |
| 78468R812 | QUS | SPDR SER TR | $5.8M | 2.19% | 37,019 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $5.8M | 2.18% | 6,538 | Common | SOLE |
| 46137V613 | PRF | INVESCO EXCHANGE TRADED FD T | $5.7M | 2.16% | 141,048 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $5.4M | 2.04% | 9,489 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $5.3M | 2.01% | 19,520 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $5.2M | 1.96% | 15,283 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $5.0M | 1.90% | 69,939 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $4.9M | 1.83% | 14,679 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $4.6M | 1.73% | 24,381 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $4.2M | 1.60% | 114,119 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $4.1M | 1.54% | 54,335 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $4.1M | 1.53% | 16,329 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $4.0M | 1.50% | 7,865 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $3.9M | 1.48% | 23,787 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $3.8M | 1.42% | 45,148 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $3.8M | 1.42% | 18,217 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $3.7M | 1.37% | 38,184 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $3.6M | 1.36% | 32,893 | Common | SOLE |
| 921910709 | EDV | VANGUARD WORLD FD | $3.5M | 1.32% | 44,119 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $3.5M | 1.32% | 18,058 | Common | SOLE |
| 922908538 | VOT | VANGUARD INDEX FDS | $3.5M | 1.32% | 14,373 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $3.5M | 1.30% | 28,572 | Common | SOLE |
| 008073108 | AVAV | AEROVIRONMENT INC | $3.4M | 1.29% | 17,108 | Common | SOLE |
| 097023105 | BA | BOEING CO | $3.3M | 1.25% | 21,862 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $3.3M | 1.25% | 20,197 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $3.3M | 1.24% | 11,988 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $3.2M | 1.21% | 31,039 | Common | SOLE |
| 464288687 | PFF | ISHARES TR | $3.1M | 1.18% | 94,776 | Common | SOLE |
| 316092782 | FVAL | FIDELITY COVINGTON TRUST | $3.0M | 1.14% | 50,132 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $3.0M | 1.13% | 22,529 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $3.0M | 1.13% | 13,473 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $3.0M | 1.12% | 5,086 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $3.0M | 1.11% | 17,306 | Common | SOLE |
| 921937793 | BLV | VANGUARD BD INDEX FDS | $2.9M | 1.09% | 38,625 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $2.7M | 1.02% | 25,924 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $2.7M | 1.00% | 5,147 | Common | SOLE |
| 464287168 | DVY | ISHARES TR | $2.6M | 0.99% | 19,406 | Common | SOLE |
| 04523Y105 | ASPN | ASPEN AEROGELS INC | $2.5M | 0.95% | 90,992 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $2.4M | 0.92% | 19,785 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $2.3M | 0.86% | 19,766 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2.1M | 0.78% | 88,616 | Common | SOLE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.67% | 32,399 | Common | SOLE |
| 413160102 | HLIT | HARMONIC INC | $1.8M | 0.66% | 120,524 | Common | SOLE |
| 46434V621 | DGRO | ISHARES TR | $1.6M | 0.61% | 25,667 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $1.5M | 0.58% | 13,658 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $1.5M | 0.57% | 5,971 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $1.4M | 0.52% | 17,376 | Common | SOLE |
| 37253A103 | THRM | GENTHERM INC | $1.3M | 0.48% | 27,620 | Common | SOLE |
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $1.2M | 0.46% | 5,781 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $1.2M | 0.45% | 17,867 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $1.1M | 0.41% | 10,980 | Common | SOLE |
| 87157B400 | SNCR | SYNCHRONOSS TECHNOLOGIES INC | $1.1M | 0.41% | 72,476 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $1.0M | 0.39% | 24,547 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $1.0M | 0.38% | 21,703 | Common | SOLE |
| 464287150 | ITOT | ISHARES TR | $968,530 | 0.36% | 7,710 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $941,464 | 0.35% | 1,771 | Common | SOLE |
| 78573M104 | SABR | SABRE CORP | $911,751 | 0.34% | 248,434 | Common | SOLE |
| 157085101 | CERS | CERUS CORP | $878,735 | 0.33% | 505,020 | Common | SOLE |
| 72919P202 | PLUG | PLUG POWER INC | $855,712 | 0.32% | 378,634 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $846,883 | 0.32% | 6,494 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $805,159 | 0.30% | 35,595 | Common | SOLE |
| 092667104 | SRTA | BLADE AIR MOBILITY INC | $790,469 | 0.30% | 268,867 | Common | SOLE |
| 00760J108 | AEHR | AEHR TEST SYS | $748,294 | 0.28% | 58,233 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $742,615 | 0.28% | 186,119 | Common | SOLE |
| G65163100 | JOBY | JOBY AVIATION INC | $614,399 | 0.23% | 122,147 | Common | SOLE |
| 15961R105 | — | CHARGEPOINT HOLDINGS INC | $433,416 | 0.16% | 316,362 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $224,673 | 0.08% | 43,882 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.