Q2 2025 · 13F-HR
Bouvel Investment Partners, LLCholdings as filed
Filed 2025-07-11 · accession 0001085146-25-003772
$295.6M
Reported value
73
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 61774R841 | EVTR | MORGAN STANLEY ETF TRUST | $12.8M | 4.32% | 251,147 | Common | SOLE |
| 72201R775 | BOND | PIMCO ETF TR | $12.3M | 4.17% | 133,748 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $12.2M | 4.11% | 76,961 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $12.0M | 4.05% | 87,753 | Common | SOLE |
| 14020W106 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $10.7M | 3.61% | 269,954 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $9.9M | 3.33% | 19,805 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $9.8M | 3.31% | 35,531 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $9.2M | 3.12% | 42,077 | Common | SOLE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.1M | 2.73% | 142,025 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $7.8M | 2.63% | 14,327 | Common | SOLE |
| 461202103 | INTU | INTUIT | $7.7M | 2.60% | 9,768 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $7.0M | 2.38% | 9,545 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $6.6M | 2.23% | 49,637 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $6.4M | 2.15% | 31,076 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $6.3M | 2.15% | 24,658 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $6.1M | 2.06% | 35,301 | Common | SOLE |
| 14020Y300 | CGMS | CAPITAL GRP FIXED INCM ETF T | $6.1M | 2.05% | 219,457 | Common | SOLE |
| 464289438 | IWY | ISHARES TR | $5.8M | 1.96% | 23,446 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $5.6M | 1.90% | 72,628 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $5.4M | 1.82% | 19,696 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $5.4M | 1.81% | 14,998 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $5.3M | 1.78% | 6,737 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $5.1M | 1.73% | 54,792 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $4.9M | 1.67% | 45,948 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $4.3M | 1.46% | 18,562 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $4.3M | 1.44% | 24,121 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $4.2M | 1.44% | 29,079 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $4.1M | 1.38% | 7,968 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3.9M | 1.31% | 83,138 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $3.8M | 1.28% | 34,354 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $3.7M | 1.26% | 12,033 | Common | SOLE |
| 46137V613 | PRF | INVESCO EXCHANGE TRADED FD T | $3.3M | 1.11% | 77,869 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $3.3M | 1.11% | 19,237 | Common | SOLE |
| 72201R833 | MINT | PIMCO ETF TR | $3.3M | 1.10% | 32,436 | Common | SOLE |
| 464288687 | PFF | ISHARES TR | $3.3M | 1.10% | 106,017 | Common | SOLE |
| 67079K100 | SMR | NUSCALE PWR CORP | $3.2M | 1.07% | 80,287 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $3.0M | 1.01% | 13,639 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $2.9M | 0.99% | 4,945 | Common | SOLE |
| 316092782 | FVAL | FIDELITY COVINGTON TRUST | $2.9M | 0.98% | 45,304 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $2.8M | 0.95% | 7,415 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $2.7M | 0.90% | 16,116 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $2.7M | 0.90% | 7,599 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $2.5M | 0.86% | 39,934 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $2.4M | 0.82% | 4,749 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC | $2.3M | 0.79% | 47,381 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $2.3M | 0.77% | 7,275 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $2.3M | 0.77% | 40,416 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $2.2M | 0.73% | 16,819 | Common | SOLE |
| 26740W109 | QBTS | D-WAVE QUANTUM INC | $2.1M | 0.73% | 146,492 | Common | SOLE |
| 46641Q852 | JPIB | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.72% | 43,523 | Common | SOLE |
| 464287457 | SHY | ISHARES TR | $2.1M | 0.71% | 25,481 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $2.0M | 0.67% | 22,183 | Common | SOLE |
| 74347X849 | TBF | PROSHARES TR | $2.0M | 0.66% | 80,967 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $1.8M | 0.62% | 4,750 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $1.7M | 0.58% | 44,143 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $1.7M | 0.58% | 23,030 | Common | SOLE |
| 589378108 | MRCY | MERCURY SYS INC | $1.7M | 0.56% | 30,808 | Common | SOLE |
| 46434V621 | DGRO | ISHARES TR | $1.6M | 0.55% | 25,421 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $1.5M | 0.51% | 31,161 | Common | SOLE |
| 464287150 | ITOT | ISHARES TR | $1.3M | 0.43% | 9,420 | Common | SOLE |
| G65163100 | JOBY | JOBY AVIATION INC | $1.3M | 0.43% | 120,111 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $1.1M | 0.38% | 1,523 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $1.1M | 0.36% | 23,302 | Common | SOLE |
| 092667104 | SRTA | BLADE AIR MOBILITY INC | $1.0M | 0.35% | 255,470 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $967,980 | 0.33% | 1,739 | Common | SOLE |
| 922908538 | VOT | VANGUARD INDEX FDS | $724,626 | 0.25% | 2,548 | Common | SOLE |
| 00760J108 | AEHR | AEHR TEST SYS | $708,590 | 0.24% | 54,802 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $697,371 | 0.24% | 133,086 | Common | SOLE |
| 157085101 | CERS | CERUS CORP | $685,349 | 0.23% | 486,063 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $644,260 | 0.22% | 180,972 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $571,792 | 0.19% | 5,993 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $488,991 | 0.17% | 41,974 | Common | SOLE |
| 464287168 | DVY | ISHARES TR | $310,111 | 0.10% | 2,335 | 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.