Q4 2025 · 13F-HR
Bouvel Investment Partners, LLCholdings as filed
Filed 2026-01-23 · accession 0001839122-26-000001
$346.9M
Reported value
80
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 72201R775 | BOND | PIMCO ETF TR | $22.1M | 6.38% | 237,842 | Common | SOLE |
| 61774R841 | EVTR | MORGAN STANLEY ETF TRUST | $13.7M | 3.96% | 266,424 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $12.5M | 3.59% | 36,010 | Common | SOLE |
| 14020W106 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.2M | 3.53% | 280,688 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $11.8M | 3.41% | 63,378 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $9.7M | 2.80% | 42,061 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $9.6M | 2.76% | 19,826 | Common | SOLE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.3M | 2.40% | 145,588 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $8.2M | 2.37% | 14,505 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $7.6M | 2.20% | 24,823 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $7.6M | 2.18% | 24,181 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $7.3M | 2.11% | 6,818 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $6.9M | 1.98% | 23,239 | Common | SOLE |
| 461202103 | INTU | INTUIT | $6.5M | 1.87% | 9,775 | Common | SOLE |
| 464287457 | SHY | ISHARES TR | $6.4M | 1.86% | 77,804 | Common | SOLE |
| 14020Y300 | CGMS | CAPITAL GRP FIXED INCM ETF T | $6.4M | 1.85% | 231,976 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $6.4M | 1.83% | 49,876 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $6.3M | 1.83% | 9,608 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $6.3M | 1.82% | 171,248 | Common | SOLE |
| 464289438 | IWY | ISHARES TR | $6.2M | 1.80% | 22,540 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $6.2M | 1.78% | 72,543 | Common | SOLE |
| 097023105 | BA | BOEING CO | $5.8M | 1.68% | 26,892 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $5.7M | 1.65% | 31,146 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $5.6M | 1.61% | 25,453 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $5.3M | 1.53% | 28,920 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $5.3M | 1.52% | 19,905 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4.8M | 1.38% | 63,104 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $4.8M | 1.38% | 15,022 | Common | SOLE |
| 464287614 | IWF | ISHARES TR | $4.7M | 1.37% | 10,026 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $4.7M | 1.34% | 26,208 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $4.5M | 1.29% | 54,651 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $4.4M | 1.27% | 32,594 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $4.4M | 1.27% | 46,142 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $4.4M | 1.26% | 22,575 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $4.3M | 1.23% | 16,322 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $4.3M | 1.23% | 19,555 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $3.9M | 1.13% | 31,824 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $3.8M | 1.10% | 10,360 | Common | SOLE |
| 72201R833 | MINT | PIMCO ETF TR | $3.8M | 1.10% | 37,898 | Common | SOLE |
| 46137V613 | PRF | INVESCO EXCHANGE TRADED FD T | $3.7M | 1.08% | 79,589 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $3.6M | 1.04% | 18,505 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $3.5M | 1.00% | 25,599 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $3.2M | 0.92% | 7,538 | Common | SOLE |
| 26740W109 | QBTS | D-WAVE QUANTUM INC | $3.1M | 0.90% | 119,871 | Common | SOLE |
| 316092782 | FVAL | FIDELITY COVINGTON TRUST | $3.0M | 0.87% | 41,980 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $2.8M | 0.80% | 17,098 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $2.7M | 0.76% | 24,183 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $2.6M | 0.76% | 44,282 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $2.5M | 0.73% | 13,651 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC | $2.4M | 0.71% | 83,634 | Common | SOLE |
| 46641Q852 | JPIB | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.70% | 50,163 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $2.3M | 0.68% | 39,722 | Common | SOLE |
| 589378108 | MRCY | MERCURY SYS INC | $2.3M | 0.66% | 31,283 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $2.3M | 0.66% | 5,025 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $2.3M | 0.65% | 4,818 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $2.0M | 0.58% | 27,958 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $1.9M | 0.56% | 2,146 | Common | SOLE |
| 46434V621 | DGRO | ISHARES TR | $1.9M | 0.55% | 27,371 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $1.7M | 0.50% | 7,706 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $1.7M | 0.50% | 12,107 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $1.7M | 0.49% | 7,525 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $1.7M | 0.48% | 31,590 | Common | SOLE |
| G65163100 | JOBY | JOBY AVIATION INC | $1.6M | 0.46% | 122,107 | Common | SOLE |
| 464287150 | ITOT | ISHARES TR | $1.6M | 0.45% | 10,441 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $1.4M | 0.39% | 23,445 | Common | SOLE |
| 384747101 | GRAL | GRAIL INC | $1.3M | 0.37% | 15,061 | Common | SOLE |
| 29415C101 | EOSE | EOS ENERGY ENTERPRISES INC | $1.2M | 0.36% | 108,226 | Common | SOLE |
| 092667104 | SRTA | STRATA CRITICAL MEDICAL INC | $1.2M | 0.34% | 243,672 | Common | SOLE |
| 67079K100 | SMR | NUSCALE PWR CORP | $1.1M | 0.33% | 81,064 | Common | SOLE |
| 29414B104 | EPAM | EPAM SYS INC | $1.1M | 0.32% | 5,436 | Common | SOLE |
| 00760J108 | AEHR | AEHR TEST SYS | $1.1M | 0.31% | 53,796 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $1.0M | 0.29% | 289,498 | Common | SOLE |
| 922908538 | VOT | VANGUARD INDEX FDS | $776,288 | 0.22% | 2,781 | Common | SOLE |
| 74766W108 | QUBT | QUANTUM COMPUTING INC | $715,727 | 0.21% | 69,759 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $690,484 | 0.20% | 42,518 | Common | SOLE |
| 72919P202 | PLUG | PLUG POWER INC | $682,715 | 0.20% | 346,556 | Common | SOLE |
| 464287168 | DVY | ISHARES TR | $358,354 | 0.10% | 2,539 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $304,171 | 0.09% | 4,525 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $218,014 | 0.06% | 2,437 | Common | SOLE |
| 83443Q103 | SOLS | SOLSTICE ADVANCED MATLS INC | $215,307 | 0.06% | 4,432 | 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.