13F HOLDINGS REPORT
Bouvel Investment Partners, LLC
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001839122-26-000001
Total Value
$346.9M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PIMCO ETF TR | 72201R775 | 237,842 | $22.1M | 6.38% |
| 2 | MORGAN STANLEY ETF TRUST | MS-PQ | 266,424 | $13.7M | 3.96% |
| 3 | BROADCOM INC | AVGO | 36,010 | $12.5M | 3.59% |
| 4 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 280,688 | $12.2M | 3.53% |
| 5 | NVIDIA CORPORATION | NVDA | 63,378 | $11.8M | 3.41% |
| 6 | AMAZON COM INC | AMZN | 42,061 | $9.7M | 2.80% |
| 7 | MICROSOFT CORP | MSFT | 19,826 | $9.6M | 2.76% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 145,588 | $8.3M | 2.40% |
| 9 | INTUITIVE SURGICAL INC | ISRG | 14,505 | $8.2M | 2.37% |
| 10 | GE AEROSPACE | 369604301 | 24,823 | $7.6M | 2.20% |
| 11 | ALPHABET INC | GOOG | 24,181 | $7.6M | 2.18% |
| 12 | ELI LILLY & CO | LLY | 6,818 | $7.3M | 2.11% |
| 13 | INTERNATIONAL BUSINESS MACHS | INTR | 23,239 | $6.9M | 1.98% |
| 14 | INTUIT | INTU | 9,775 | $6.5M | 1.87% |
| 15 | ISHARES TR | 464287457 | 77,804 | $6.4M | 1.86% |
| 16 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 231,976 | $6.4M | 1.85% |
| 17 | KKR & CO INC | KKRT | 49,876 | $6.4M | 1.83% |
| 18 | META PLATFORMS INC | META | 9,608 | $6.3M | 1.83% |
| 19 | INTEL CORP | INTC | 171,248 | $6.3M | 1.82% |
| 20 | ISHARES TR | 464289438 | 22,540 | $6.2M | 1.80% |
| 21 | MARVELL TECHNOLOGY INC | MRVL | 72,543 | $6.2M | 1.78% |
| 22 | BOEING CO | BA-PA | 26,892 | $5.8M | 1.68% |
| 23 | PALO ALTO NETWORKS INC | PANW | 31,146 | $5.7M | 1.65% |
| 24 | SNOWFLAKE INC | SNOW | 25,453 | $5.6M | 1.61% |
| 25 | RTX CORPORATION | RTX | 28,920 | $5.3M | 1.53% |
| 26 | SALESFORCE INC | CRM | 19,905 | $5.3M | 1.52% |
| 27 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 63,104 | $4.8M | 1.38% |
| 28 | EATON CORP PLC | ETN | 15,022 | $4.8M | 1.38% |
| 29 | ISHARES TR | 464287614 | 10,026 | $4.7M | 1.37% |
| 30 | PALANTIR TECHNOLOGIES INC | PLTR | 26,208 | $4.7M | 1.34% |
| 31 | UBER TECHNOLOGIES INC | UBER | 54,651 | $4.5M | 1.29% |
| 32 | AMPHENOL CORP NEW | 032095101 | 32,594 | $4.4M | 1.27% |
| 33 | BOSTON SCIENTIFIC CORP | BSX | 46,142 | $4.4M | 1.27% |
| 34 | TERADYNE INC | TER | 22,575 | $4.4M | 1.26% |
| 35 | FIRST SOLAR INC | FSLR | 16,322 | $4.3M | 1.23% |
| 36 | MASTEC INC | MTZ | 19,555 | $4.3M | 1.23% |
| 37 | ISHARES TR | 464287309 | 31,824 | $3.9M | 1.13% |
| 38 | LUMENTUM HLDGS INC | LITE | 10,360 | $3.8M | 1.10% |
| 39 | PIMCO ETF TR | 72201R833 | 37,898 | $3.8M | 1.10% |
| 40 | INVESCO EXCHANGE TRADED FD T | IVZ | 79,589 | $3.7M | 1.08% |
| 41 | HONEYWELL INTL INC | 438516106 | 18,505 | $3.6M | 1.04% |
| 42 | DATADOG INC | DDOG | 25,599 | $3.5M | 1.00% |
| 43 | QUANTA SVCS INC | 74762E102 | 7,538 | $3.2M | 0.92% |
| 44 | D-WAVE QUANTUM INC | QBTS | 119,871 | $3.1M | 0.90% |
| 45 | FIDELITY COVINGTON TRUST | 316092782 | 41,980 | $3.0M | 0.87% |
| 46 | VERTIV HOLDINGS CO | VRT | 17,098 | $2.8M | 0.80% |
| 47 | VICOR CORP | VICR | 24,183 | $2.7M | 0.76% |
| 48 | SYMBOTIC INC | SYM | 44,282 | $2.6M | 0.76% |
| 49 | MARSH & MCLENNAN COS INC | 571748102 | 13,651 | $2.5M | 0.73% |
| 50 | SUPER MICRO COMPUTER INC | SMCI | 83,634 | $2.4M | 0.71% |
| 51 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 50,163 | $2.4M | 0.70% |
| 52 | TEMPUS AI INC | TEM | 39,722 | $2.3M | 0.68% |
| 53 | MERCURY SYS INC | MRCY | 31,283 | $2.3M | 0.66% |
| 54 | TYLER TECHNOLOGIES INC | TYL | 5,025 | $2.3M | 0.66% |
| 55 | CROWDSTRIKE HLDGS INC | CRWD | 4,818 | $2.3M | 0.65% |
| 56 | OKLO INC | OKLO | 27,958 | $2.0M | 0.58% |
| 57 | MONOLITHIC PWR SYS INC | 609839105 | 2,146 | $1.9M | 0.56% |
| 58 | ISHARES TR | 46434V621 | 27,371 | $1.9M | 0.55% |
| 59 | COINBASE GLOBAL INC | COIN | 7,706 | $1.7M | 0.50% |
| 60 | TWILIO INC | TWLO | 12,107 | $1.7M | 0.50% |
| 61 | ZSCALER INC | ZS | 7,525 | $1.7M | 0.49% |
| 62 | CRISPR THERAPEUTICS AG | CRSP | 31,590 | $1.7M | 0.48% |
| 63 | JOBY AVIATION INC | JOBY-WT | 122,107 | $1.6M | 0.46% |
| 64 | ISHARES TR | 464287150 | 10,441 | $1.6M | 0.45% |
| 65 | PAYPAL HLDGS INC | PYPL | 23,445 | $1.4M | 0.39% |
| 66 | GRAIL INC | GRAL | 15,061 | $1.3M | 0.37% |
| 67 | EOS ENERGY ENTERPRISES INC | EOSE | 108,226 | $1.2M | 0.36% |
| 68 | STRATA CRITICAL MEDICAL INC | SRTAW | 243,672 | $1.2M | 0.34% |
| 69 | NUSCALE PWR CORP | NU | 81,064 | $1.1M | 0.33% |
| 70 | EPAM SYS INC | EPAM | 5,436 | $1.1M | 0.32% |
| 71 | AEHR TEST SYS | AEHR | 53,796 | $1.1M | 0.31% |
| 72 | INDIE SEMICONDUCTOR INC | INDI | 289,498 | $1.0M | 0.29% |
| 73 | VANGUARD INDEX FDS | 922908538 | 2,781 | $776,288 | 0.22% |
| 74 | QUANTUM COMPUTING INC | QUBT | 69,759 | $715,727 | 0.21% |
| 75 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 42,518 | $690,484 | 0.20% |
| 76 | PLUG POWER INC | PLUG | 346,556 | $682,715 | 0.20% |
| 77 | ISHARES TR | 464287168 | 2,539 | $358,354 | 0.10% |
| 78 | ISHARES INC | 46434G103 | 4,525 | $304,171 | 0.09% |
| 79 | ISHARES TR | 46432F842 | 2,437 | $218,014 | 0.06% |
| 80 | SOLSTICE ADVANCED MATLS INC | 83443Q103 | 4,432 | $215,307 | 0.06% |