13F HOLDINGS REPORT
Bouvel Investment Partners, LLC
Quarter ended Q2 2025 · Filed July 11, 2025 · Accession 0001085146-25-003772
Total Value
$295.6M
Positions
73
Other Managers
0
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY ETF TRUST | MS-PQ | 251,147 | $12.8M | 4.32% |
| 2 | PIMCO ETF TR | 72201R775 | 133,748 | $12.3M | 4.17% |
| 3 | NVIDIA CORPORATION | NVDA | 76,961 | $12.2M | 4.11% |
| 4 | PALANTIR TECHNOLOGIES INC | PLTR | 87,753 | $12.0M | 4.05% |
| 5 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 269,954 | $10.7M | 3.61% |
| 6 | MICROSOFT CORP | MSFT | 19,805 | $9.9M | 3.33% |
| 7 | BROADCOM INC | AVGO | 35,531 | $9.8M | 3.31% |
| 8 | AMAZON COM INC | AMZN | 42,077 | $9.2M | 3.12% |
| 9 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 142,025 | $8.1M | 2.73% |
| 10 | INTUITIVE SURGICAL INC | ISRG | 14,327 | $7.8M | 2.63% |
| 11 | INTUIT | INTU | 9,768 | $7.7M | 2.60% |
| 12 | META PLATFORMS INC | META | 9,545 | $7.0M | 2.38% |
| 13 | KKR & CO INC | KKRT | 49,637 | $6.6M | 2.23% |
| 14 | PALO ALTO NETWORKS INC | PANW | 31,076 | $6.4M | 2.15% |
| 15 | GE AEROSPACE | 369604301 | 24,658 | $6.3M | 2.15% |
| 16 | FISERV INC | FISV | 35,301 | $6.1M | 2.06% |
| 17 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 219,457 | $6.1M | 2.05% |
| 18 | ISHARES TR | 464289438 | 23,446 | $5.8M | 1.96% |
| 19 | MARVELL TECHNOLOGY INC | MRVL | 72,628 | $5.6M | 1.90% |
| 20 | SALESFORCE INC | CRM | 19,696 | $5.4M | 1.82% |
| 21 | EATON CORP PLC | ETN | 14,998 | $5.4M | 1.81% |
| 22 | ELI LILLY & CO | LLY | 6,737 | $5.3M | 1.78% |
| 23 | UBER TECHNOLOGIES INC | UBER | 54,792 | $5.1M | 1.73% |
| 24 | BOSTON SCIENTIFIC CORP | BSX | 45,948 | $4.9M | 1.67% |
| 25 | HONEYWELL INTL INC | 438516106 | 18,562 | $4.3M | 1.46% |
| 26 | ALPHABET INC | GOOG | 24,121 | $4.3M | 1.44% |
| 27 | RTX CORPORATION | RTX | 29,079 | $4.2M | 1.44% |
| 28 | SYNOPSYS INC | SNPS | 7,968 | $4.1M | 1.38% |
| 29 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 83,138 | $3.9M | 1.31% |
| 30 | ISHARES TR | 464287309 | 34,354 | $3.8M | 1.28% |
| 31 | AUTODESK INC | ADSK | 12,033 | $3.7M | 1.26% |
| 32 | INVESCO EXCHANGE TRADED FD T | IVZ | 77,869 | $3.3M | 1.11% |
| 33 | MASTEC INC | MTZ | 19,237 | $3.3M | 1.11% |
| 34 | PIMCO ETF TR | 72201R833 | 32,436 | $3.3M | 1.10% |
| 35 | ISHARES TR | 464288687 | 106,017 | $3.3M | 1.10% |
| 36 | NUSCALE PWR CORP | NU | 80,287 | $3.2M | 1.07% |
| 37 | MARSH & MCLENNAN COS INC | 571748102 | 13,639 | $3.0M | 1.01% |
| 38 | TYLER TECHNOLOGIES INC | TYL | 4,945 | $2.9M | 0.99% |
| 39 | FIDELITY COVINGTON TRUST | 316092782 | 45,304 | $2.9M | 0.98% |
| 40 | QUANTA SVCS INC | 74762E102 | 7,415 | $2.8M | 0.95% |
| 41 | FIRST SOLAR INC | FSLR | 16,116 | $2.7M | 0.90% |
| 42 | COINBASE GLOBAL INC | COIN | 7,599 | $2.7M | 0.90% |
| 43 | TEMPUS AI INC | TEM | 39,934 | $2.5M | 0.86% |
| 44 | CROWDSTRIKE HLDGS INC | CRWD | 4,749 | $2.4M | 0.82% |
| 45 | SUPER MICRO COMPUTER INC | SMCI | 47,381 | $2.3M | 0.79% |
| 46 | ZSCALER INC | ZS | 7,275 | $2.3M | 0.77% |
| 47 | OKLO INC | OKLO | 40,416 | $2.3M | 0.77% |
| 48 | VERTIV HOLDINGS CO | VRT | 16,819 | $2.2M | 0.73% |
| 49 | D-WAVE QUANTUM INC | QBTS | 146,492 | $2.1M | 0.73% |
| 50 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 43,523 | $2.1M | 0.72% |
| 51 | ISHARES TR | 464287457 | 25,481 | $2.1M | 0.71% |
| 52 | TERADYNE INC | TER | 22,183 | $2.0M | 0.67% |
| 53 | PROSHARES TR | 74347X849 | 80,967 | $2.0M | 0.66% |
| 54 | ADOBE INC | ADBE | 4,750 | $1.8M | 0.62% |
| 55 | SYMBOTIC INC | SYM | 44,143 | $1.7M | 0.58% |
| 56 | PAYPAL HLDGS INC | PYPL | 23,030 | $1.7M | 0.58% |
| 57 | MERCURY SYS INC | MRCY | 30,808 | $1.7M | 0.56% |
| 58 | ISHARES TR | 46434V621 | 25,421 | $1.6M | 0.55% |
| 59 | CRISPR THERAPEUTICS AG | CRSP | 31,161 | $1.5M | 0.51% |
| 60 | ISHARES TR | 464287150 | 9,420 | $1.3M | 0.43% |
| 61 | JOBY AVIATION INC | JOBY-WT | 120,111 | $1.3M | 0.43% |
| 62 | MONOLITHIC PWR SYS INC | 609839105 | 1,523 | $1.1M | 0.38% |
| 63 | VICOR CORP | VICR | 23,302 | $1.1M | 0.36% |
| 64 | BLADE AIR MOBILITY INC | SRTAW | 255,470 | $1.0M | 0.35% |
| 65 | HUBSPOT INC | HUBS | 1,739 | $967,980 | 0.33% |
| 66 | VANGUARD INDEX FDS | 922908538 | 2,548 | $724,626 | 0.25% |
| 67 | AEHR TEST SYS | AEHR | 54,802 | $708,590 | 0.24% |
| 68 | AURORA INNOVATION INC | AUROW | 133,086 | $697,371 | 0.24% |
| 69 | CERUS CORP | CERS | 486,063 | $685,349 | 0.23% |
| 70 | INDIE SEMICONDUCTOR INC | INDI | 180,972 | $644,260 | 0.22% |
| 71 | ILLUMINA INC | ILMN | 5,993 | $571,792 | 0.19% |
| 72 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 41,974 | $488,991 | 0.17% |
| 73 | ISHARES TR | 464287168 | 2,335 | $310,111 | 0.10% |