13F HOLDINGS REPORT
Bouvel Investment Partners, LLC
Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001839122-25-000002
Total Value
$326.7M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PIMCO ETF TR | 72201R775 | 152,100 | $14.2M | 4.35% |
| 2 | MORGAN STANLEY ETF TRUST | MS-PQ | 241,427 | $12.4M | 3.80% |
| 3 | NVIDIA CORPORATION | NVDA | 62,922 | $11.7M | 3.59% |
| 4 | BROADCOM INC | AVGO | 35,175 | $11.6M | 3.55% |
| 5 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 261,301 | $11.0M | 3.36% |
| 6 | MICROSOFT CORP | MSFT | 19,506 | $10.1M | 3.09% |
| 7 | AMAZON COM INC | AMZN | 41,362 | $9.1M | 2.78% |
| 8 | PALANTIR TECHNOLOGIES INC | PLTR | 47,428 | $8.7M | 2.65% |
| 9 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 135,681 | $7.7M | 2.37% |
| 10 | GE AEROSPACE | 369604301 | 24,442 | $7.4M | 2.25% |
| 11 | META PLATFORMS INC | META | 9,438 | $6.9M | 2.12% |
| 12 | INTUIT | INTU | 9,606 | $6.6M | 2.01% |
| 13 | KKR & CO INC | KKRT | 49,090 | $6.4M | 1.95% |
| 14 | INTUITIVE SURGICAL INC | ISRG | 14,254 | $6.4M | 1.95% |
| 15 | ISHARES TR | 464289438 | 22,792 | $6.2M | 1.91% |
| 16 | PALO ALTO NETWORKS INC | PANW | 30,630 | $6.2M | 1.91% |
| 17 | ISHARES TR | 464287457 | 73,944 | $6.1M | 1.88% |
| 18 | MARVELL TECHNOLOGY INC | MRVL | 71,601 | $6.0M | 1.84% |
| 19 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 211,872 | $5.9M | 1.80% |
| 20 | ALPHABET INC | GOOG | 23,774 | $5.8M | 1.77% |
| 21 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 63,206 | $5.8M | 1.77% |
| 22 | INTEL CORP | INTC | 168,394 | $5.6M | 1.73% |
| 23 | SNOWFLAKE INC | SNOW | 25,020 | $5.6M | 1.73% |
| 24 | EATON CORP PLC | ETN | 14,764 | $5.5M | 1.69% |
| 25 | UBER TECHNOLOGIES INC | UBER | 53,851 | $5.3M | 1.62% |
| 26 | ELI LILLY & CO | LLY | 6,728 | $5.1M | 1.57% |
| 27 | RTX CORPORATION | RTX | 28,596 | $4.8M | 1.46% |
| 28 | ISHARES TR | 464287614 | 10,188 | $4.8M | 1.46% |
| 29 | SALESFORCE INC | CRM | 19,578 | $4.6M | 1.42% |
| 30 | OKLO INC | OKLO | 41,070 | $4.6M | 1.40% |
| 31 | FISERV INC | FISV | 34,938 | $4.5M | 1.38% |
| 32 | BOSTON SCIENTIFIC CORP | BSX | 45,456 | $4.4M | 1.36% |
| 33 | MASTEC INC | MTZ | 19,650 | $4.2M | 1.28% |
| 34 | ISHARES TR | 464287309 | 33,259 | $4.0M | 1.23% |
| 35 | SYNOPSYS INC | SNPS | 7,833 | $3.9M | 1.18% |
| 36 | HONEYWELL INTL INC | 438516106 | 18,228 | $3.8M | 1.17% |
| 37 | D-WAVE QUANTUM INC | QBTS | 148,337 | $3.7M | 1.12% |
| 38 | FIRST SOLAR INC | FSLR | 16,309 | $3.6M | 1.10% |
| 39 | ISHARES TR | 464288687 | 110,388 | $3.5M | 1.07% |
| 40 | INVESCO EXCHANGE TRADED FD T | IVZ | 75,864 | $3.4M | 1.05% |
| 41 | TEMPUS AI INC | TEM | 40,483 | $3.3M | 1.00% |
| 42 | PIMCO ETF TR | 72201R833 | 31,618 | $3.2M | 0.97% |
| 43 | QUANTA SVCS INC | 74762E102 | 7,594 | $3.1M | 0.96% |
| 44 | TERADYNE INC | TER | 22,627 | $3.1M | 0.95% |
| 45 | FIDELITY COVINGTON TRUST | 316092782 | 43,876 | $3.0M | 0.93% |
| 46 | NUSCALE PWR CORP | NU | 81,606 | $2.9M | 0.90% |
| 47 | MARSH & MCLENNAN COS INC | 571748102 | 13,425 | $2.7M | 0.83% |
| 48 | TYLER TECHNOLOGIES INC | TYL | 5,021 | $2.6M | 0.80% |
| 49 | COINBASE GLOBAL INC | COIN | 7,771 | $2.6M | 0.80% |
| 50 | VERTIV HOLDINGS CO | VRT | 17,176 | $2.6M | 0.79% |
| 51 | ISHARES TR | 464288307 | 30,668 | $2.5M | 0.78% |
| 52 | MERCURY SYS INC | MRCY | 31,459 | $2.4M | 0.75% |
| 53 | SYMBOTIC INC | SYM | 44,479 | $2.4M | 0.73% |
| 54 | CROWDSTRIKE HLDGS INC | CRWD | 4,848 | $2.4M | 0.73% |
| 55 | SUPER MICRO COMPUTER INC | SMCI | 47,009 | $2.3M | 0.69% |
| 56 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 45,697 | $2.2M | 0.69% |
| 57 | ZSCALER INC | ZS | 7,419 | $2.2M | 0.68% |
| 58 | CRISPR THERAPEUTICS AG | CRSP | 31,747 | $2.1M | 0.63% |
| 59 | JOBY AVIATION INC | JOBY-WT | 122,666 | $2.0M | 0.61% |
| 60 | LUMENTUM HLDGS INC | LITE | 10,435 | $1.7M | 0.52% |
| 61 | ISHARES TR | 46434V621 | 24,623 | $1.7M | 0.51% |
| 62 | AEHR TEST SYS | AEHR | 55,077 | $1.7M | 0.51% |
| 63 | PAYPAL HLDGS INC | PYPL | 23,293 | $1.6M | 0.48% |
| 64 | MONOLITHIC PWR SYS INC | 609839105 | 1,556 | $1.4M | 0.44% |
| 65 | ISHARES TR | 464287150 | 9,188 | $1.3M | 0.41% |
| 66 | EOS ENERGY ENTERPRISES INC | EOSE | 110,817 | $1.3M | 0.39% |
| 67 | STRATA CRITICAL MEDICAL INC | SRTAW | 246,233 | $1.2M | 0.38% |
| 68 | VICOR CORP | VICR | 24,098 | $1.2M | 0.37% |
| 69 | TWILIO INC | TWLO | 11,753 | $1.2M | 0.36% |
| 70 | HUBSPOT INC | HUBS | 1,768 | $827,070 | 0.25% |
| 71 | CERUS CORP | CERS | 496,189 | $788,941 | 0.24% |
| 72 | INDIE SEMICONDUCTOR INC | INDI | 190,912 | $777,012 | 0.24% |
| 73 | AURORA INNOVATION INC | AUROW | 143,462 | $773,260 | 0.24% |
| 74 | VANGUARD INDEX FDS | 922908538 | 2,505 | $735,944 | 0.23% |
| 75 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 42,878 | $641,447 | 0.20% |
| 76 | ILLUMINA INC | ILMN | 6,129 | $582,071 | 0.18% |
| 77 | ISHARES TR | 464287168 | 2,237 | $317,878 | 0.10% |
| 78 | PLUG POWER INC | PLUG | 15,000 | $34,950 | 0.01% |