Q3 2025 · 13F-HR
Bouvel Investment Partners, LLCholdings as filed
Filed 2025-10-22 · accession 0001839122-25-000002
$326.7M
Reported value
78
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 72201R775 | BOND | PIMCO ETF TR | $14.2M | 4.35% | 152,100 | Common | SOLE |
| 61774R841 | EVTR | MORGAN STANLEY ETF TRUST | $12.4M | 3.80% | 241,427 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $11.7M | 3.59% | 62,922 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $11.6M | 3.55% | 35,175 | Common | SOLE |
| 14020W106 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.0M | 3.36% | 261,301 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $10.1M | 3.09% | 19,506 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $9.1M | 2.78% | 41,362 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $8.7M | 2.65% | 47,428 | Common | SOLE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $7.7M | 2.37% | 135,681 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $7.4M | 2.25% | 24,442 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $6.9M | 2.12% | 9,438 | Common | SOLE |
| 461202103 | INTU | INTUIT | $6.6M | 2.01% | 9,606 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $6.4M | 1.95% | 49,090 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $6.4M | 1.95% | 14,254 | Common | SOLE |
| 464289438 | IWY | ISHARES TR | $6.2M | 1.91% | 22,792 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $6.2M | 1.91% | 30,630 | Common | SOLE |
| 464287457 | SHY | ISHARES TR | $6.1M | 1.88% | 73,944 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $6.0M | 1.84% | 71,601 | Common | SOLE |
| 14020Y300 | CGMS | CAPITAL GRP FIXED INCM ETF T | $5.9M | 1.80% | 211,872 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $5.8M | 1.77% | 23,774 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $5.8M | 1.77% | 63,206 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $5.6M | 1.73% | 168,394 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $5.6M | 1.73% | 25,020 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $5.5M | 1.69% | 14,764 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $5.3M | 1.62% | 53,851 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $5.1M | 1.57% | 6,728 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $4.8M | 1.46% | 28,596 | Common | SOLE |
| 464287614 | IWF | ISHARES TR | $4.8M | 1.46% | 10,188 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $4.6M | 1.42% | 19,578 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $4.6M | 1.40% | 41,070 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $4.5M | 1.38% | 34,938 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $4.4M | 1.36% | 45,456 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $4.2M | 1.28% | 19,650 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $4.0M | 1.23% | 33,259 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $3.9M | 1.18% | 7,833 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $3.8M | 1.17% | 18,228 | Common | SOLE |
| 26740W109 | QBTS | D-WAVE QUANTUM INC | $3.7M | 1.12% | 148,337 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $3.6M | 1.10% | 16,309 | Common | SOLE |
| 464288687 | PFF | ISHARES TR | $3.5M | 1.07% | 110,388 | Common | SOLE |
| 46137V613 | PRF | INVESCO EXCHANGE TRADED FD T | $3.4M | 1.05% | 75,864 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $3.3M | 1.00% | 40,483 | Common | SOLE |
| 72201R833 | MINT | PIMCO ETF TR | $3.2M | 0.97% | 31,618 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $3.1M | 0.96% | 7,594 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $3.1M | 0.95% | 22,627 | Common | SOLE |
| 316092782 | FVAL | FIDELITY COVINGTON TRUST | $3.0M | 0.93% | 43,876 | Common | SOLE |
| 67079K100 | SMR | NUSCALE PWR CORP | $2.9M | 0.90% | 81,606 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $2.7M | 0.83% | 13,425 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $2.6M | 0.80% | 5,021 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $2.6M | 0.80% | 7,771 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $2.6M | 0.79% | 17,176 | Common | SOLE |
| 464288307 | IMCG | ISHARES TR | $2.5M | 0.78% | 30,668 | Common | SOLE |
| 589378108 | MRCY | MERCURY SYS INC | $2.4M | 0.75% | 31,459 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $2.4M | 0.73% | 44,479 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $2.4M | 0.73% | 4,848 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC | $2.3M | 0.69% | 47,009 | Common | SOLE |
| 46641Q852 | JPIB | J P MORGAN EXCHANGE TRADED F | $2.2M | 0.69% | 45,697 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $2.2M | 0.68% | 7,419 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $2.1M | 0.63% | 31,747 | Common | SOLE |
| G65163100 | JOBY | JOBY AVIATION INC | $2.0M | 0.61% | 122,666 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $1.7M | 0.52% | 10,435 | Common | SOLE |
| 46434V621 | DGRO | ISHARES TR | $1.7M | 0.51% | 24,623 | Common | SOLE |
| 00760J108 | AEHR | AEHR TEST SYS | $1.7M | 0.51% | 55,077 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $1.6M | 0.48% | 23,293 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $1.4M | 0.44% | 1,556 | Common | SOLE |
| 464287150 | ITOT | ISHARES TR | $1.3M | 0.41% | 9,188 | Common | SOLE |
| 29415C101 | EOSE | EOS ENERGY ENTERPRISES INC | $1.3M | 0.39% | 110,817 | Common | SOLE |
| 092667104 | SRTA | STRATA CRITICAL MEDICAL INC | $1.2M | 0.38% | 246,233 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $1.2M | 0.37% | 24,098 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $1.2M | 0.36% | 11,753 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $827,070 | 0.25% | 1,768 | Common | SOLE |
| 157085101 | CERS | CERUS CORP | $788,941 | 0.24% | 496,189 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $777,012 | 0.24% | 190,912 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $773,260 | 0.24% | 143,462 | Common | SOLE |
| 922908538 | VOT | VANGUARD INDEX FDS | $735,944 | 0.23% | 2,505 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $641,447 | 0.20% | 42,878 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $582,071 | 0.18% | 6,129 | Common | SOLE |
| 464287168 | DVY | ISHARES TR | $317,878 | 0.10% | 2,237 | Common | SOLE |
| 72919P202 | PLUG | PLUG POWER INC | $34,950 | 0.01% | 15,000 | 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.