13F HOLDINGS REPORT
Bouvel Investment Partners, LLC
Quarter ended Q4 2024 · Filed January 15, 2025 · Accession 0001085146-25-000214
Total Value
$277.5M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY ETF TRUST | MS-PQ | 235,817 | $11.8M | 4.24% |
| 2 | PIMCO ETF TR | 72201R775 | 121,748 | $11.0M | 3.97% |
| 3 | NVIDIA CORPORATION | NVDA | 76,704 | $10.3M | 3.71% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 176,686 | $10.2M | 3.66% |
| 5 | AMAZON COM INC | AMZN | 41,986 | $9.2M | 3.32% |
| 6 | AMERICAN EXPRESS CO | AXP | 29,323 | $8.7M | 3.14% |
| 7 | PALANTIR TECHNOLOGIES INC | PLTR | 111,121 | $8.4M | 3.03% |
| 8 | MICROSOFT CORP | MSFT | 19,803 | $8.3M | 3.01% |
| 9 | MARVELL TECHNOLOGY INC | MRVL | 71,392 | $7.9M | 2.84% |
| 10 | INTUITIVE SURGICAL INC | ISRG | 14,356 | $7.5M | 2.70% |
| 11 | SALESFORCE INC | CRM | 19,733 | $6.6M | 2.38% |
| 12 | INTUIT | INTU | 9,746 | $6.1M | 2.21% |
| 13 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 214,744 | $5.9M | 2.11% |
| 14 | SPDR SER TR | 78468R812 | 36,543 | $5.7M | 2.04% |
| 15 | PALO ALTO NETWORKS INC | PANW | 31,066 | $5.7M | 2.04% |
| 16 | META PLATFORMS INC | META | 9,570 | $5.6M | 2.02% |
| 17 | INVESCO EXCHANGE TRADED FD T | IVZ | 137,124 | $5.5M | 1.99% |
| 18 | ELI LILLY & CO | LLY | 6,644 | $5.1M | 1.85% |
| 19 | EATON CORP PLC | ETN | 14,937 | $5.0M | 1.79% |
| 20 | ISHARES TR | 464288307 | 61,080 | $4.6M | 1.66% |
| 21 | ALPHABET INC | GOOG | 24,054 | $4.6M | 1.64% |
| 22 | HONEYWELL INTL INC | 438516106 | 18,467 | $4.2M | 1.50% |
| 23 | GE AEROSPACE | 369604301 | 24,622 | $4.1M | 1.48% |
| 24 | BOSTON SCIENTIFIC CORP | BSX | 45,907 | $4.1M | 1.48% |
| 25 | THE TRADE DESK INC | 88339J105 | 33,551 | $3.9M | 1.42% |
| 26 | BOEING CO | BA-PA | 21,616 | $3.8M | 1.38% |
| 27 | ISHARES TR | 464287309 | 37,134 | $3.8M | 1.36% |
| 28 | SYNOPSYS INC | SNPS | 7,765 | $3.8M | 1.36% |
| 29 | VANGUARD INDEX FDS | 922908538 | 14,048 | $3.6M | 1.28% |
| 30 | AUTODESK INC | ADSK | 12,051 | $3.6M | 1.28% |
| 31 | ISHARES TR | 464287168 | 26,236 | $3.4M | 1.24% |
| 32 | SPS COMM INC | SPSC | 18,258 | $3.4M | 1.21% |
| 33 | MORGAN STANLEY | MS-PQ | 26,611 | $3.3M | 1.21% |
| 34 | RTX CORPORATION | RTX | 28,788 | $3.3M | 1.20% |
| 35 | UBER TECHNOLOGIES INC | UBER | 54,701 | $3.3M | 1.19% |
| 36 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 57,844 | $3.3M | 1.18% |
| 37 | ZSCALER INC | ZS | 17,547 | $3.2M | 1.14% |
| 38 | ISHARES TR | 464288687 | 95,770 | $3.0M | 1.09% |
| 39 | TYLER TECHNOLOGIES INC | TYL | 5,139 | $3.0M | 1.07% |
| 40 | FIDELITY COVINGTON TRUST | 316092782 | 48,142 | $3.0M | 1.07% |
| 41 | FIRST SOLAR INC | FSLR | 16,514 | $2.9M | 1.05% |
| 42 | MARSH & MCLENNAN COS INC | 571748102 | 13,626 | $2.9M | 1.04% |
| 43 | TERADYNE INC | TER | 22,810 | $2.9M | 1.04% |
| 44 | PIMCO ETF TR | 72201R833 | 28,260 | $2.8M | 1.02% |
| 45 | DATADOG INC | DDOG | 19,700 | $2.8M | 1.01% |
| 46 | MASTEC INC | MTZ | 20,019 | $2.7M | 0.98% |
| 47 | AEROVIRONMENT INC | AVAV | 17,274 | $2.7M | 0.96% |
| 48 | MICRON TECHNOLOGY INC | MU | 31,033 | $2.6M | 0.94% |
| 49 | ADVANCED MICRO DEVICES INC | AMD | 19,667 | $2.4M | 0.86% |
| 50 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 86,609 | $2.3M | 0.82% |
| 51 | ADOBE INC | ADBE | 4,938 | $2.2M | 0.79% |
| 52 | GE VERNOVA INC | GEV | 6,013 | $2.0M | 0.71% |
| 53 | SHOPIFY INC | SHOP | 17,552 | $1.9M | 0.67% |
| 54 | HARMONIC INC | HLIT | 118,445 | $1.6M | 0.56% |
| 55 | BLOCK INC | BSQKZ | 18,093 | $1.5M | 0.55% |
| 56 | ISHARES TR | 46434V621 | 24,948 | $1.5M | 0.55% |
| 57 | SUPER MICRO COMPUTER INC | SMCI | 46,785 | $1.4M | 0.51% |
| 58 | MERCURY SYS INC | MRCY | 31,113 | $1.3M | 0.47% |
| 59 | VERTIV HOLDINGS CO | VRT | 11,097 | $1.3M | 0.45% |
| 60 | HUBSPOT INC | HUBS | 1,807 | $1.3M | 0.45% |
| 61 | VICOR CORP | VICR | 24,790 | $1.2M | 0.43% |
| 62 | BLADE AIR MOBILITY INC | SRTAW | 265,433 | $1.1M | 0.41% |
| 63 | SYMBOTIC INC | SYM | 44,539 | $1.1M | 0.38% |
| 64 | TEMPUS AI INC | TEM | 30,486 | $1.0M | 0.37% |
| 65 | JOBY AVIATION INC | JOBY-WT | 123,862 | $1.0M | 0.36% |
| 66 | NUSCALE PWR CORP | NU | 54,254 | $972,774 | 0.35% |
| 67 | AEHR TEST SYS | AEHR | 57,589 | $957,705 | 0.35% |
| 68 | ISHARES TR | 464287150 | 7,130 | $917,061 | 0.33% |
| 69 | CRISPR THERAPEUTICS AG | CRSP | 21,846 | $859,859 | 0.31% |
| 70 | ILLUMINA INC | ILMN | 6,360 | $849,887 | 0.31% |
| 71 | UNITY SOFTWARE INC | U | 35,015 | $786,787 | 0.28% |
| 72 | CERUS CORP | CERS | 496,782 | $765,044 | 0.28% |
| 73 | ASPEN AEROGELS INC | ASPN | 64,363 | $764,632 | 0.28% |
| 74 | INDIE SEMICONDUCTOR INC | INDI | 182,323 | $738,408 | 0.27% |
| 75 | SYNCHRONOSS TECHNOLOGIES INC | 87157B400 | 72,140 | $692,546 | 0.25% |
| 76 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 43,805 | $262,608 | 0.09% |
| 77 | SABRE CORP | SABR | 10,000 | $36,500 | 0.01% |
| 78 | PLUG POWER INC | PLUG | 15,000 | $31,950 | 0.01% |