Institutional Manager · CIK 0001839122
Bouvel Investment Partners, LLC
PHOENIXVILLE, PA · File #028-20515
Latest AUM
$346.9M
Positions
80
Top-10 Concentration
37.9%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | PIMCO ETF TR | 72201R775 | +85,742 | +$8.0M | -$41,067 |
| NEW | INTERNATIONAL BUSINESS MACHS | INTR | +23,239 | +$6.9M | $0 |
| NEW | BOEING CO | BA-PA | +26,892 | +$5.8M | $0 |
| EXITED | FISERV INC | 337738108 | -34,938 | -$4.5M | $0 |
| NEW | AMPHENOL CORP NEW | 032095101 | +32,594 | +$4.4M | $0 |
| EXITED | SYNOPSYS INC | 871607107 | -7,833 | -$3.9M | $0 |
| REDUCE | PALANTIR TECHNOLOGIES INC | PLTR | -21,220 | -$3.8M | -$221,559 |
| EXITED | ISHARES TR | 464288687 | -110,388 | -$3.5M | $0 |
| NEW | DATADOG INC | DDOG | +25,599 | +$3.5M | $0 |
| EXITED | ISHARES TR | 464288307 | -30,668 | -$2.5M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202580 pos · $346.9M
- 13F HOLDINGS REPORTQ/E Sep 202578 pos · $326.7M
- 13F HOLDINGS REPORTQ/E Jun 202573 pos · $295.6M
- 13F HOLDINGS REPORTQ/E Mar 202577 pos · $265.9M
- 13F HOLDINGS REPORTQ/E Dec 202478 pos · $277.5M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 202477 pos · $265.9M
- 13F HOLDINGS REPORTQ/E Sep 202477 pos · $258.5M
- 13F HOLDINGS REPORTQ/E Jun 202477 pos · $258.5M
- 13F HOLDINGS REPORTQ/E Mar 202475 pos · $231.5M
- 13F HOLDINGS REPORTQ/E Dec 202377 pos · $185.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PIMCO ETF TR | 72201R775 | 237,842 | $22.1M | 7.23% |
| 2 | MORGAN STANLEY ETF TRUST | MS-PQ | 266,424 | $13.7M | 4.48% |
| 3 | BROADCOM INC | AVGO | 36,010 | $12.5M | 4.07% |
| 4 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 280,688 | $12.2M | 4.00% |
| 5 | NVIDIA CORPORATION | NVDA | 63,378 | $11.8M | 3.86% |
| 6 | AMAZON COM INC | AMZN | 42,061 | $9.7M | 3.17% |
| 7 | MICROSOFT CORP | MSFT | 19,826 | $9.6M | 3.13% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 145,588 | $8.3M | 2.72% |
| 9 | INTUITIVE SURGICAL INC | ISRG | 14,505 | $8.2M | 2.68% |
| 10 | GE AEROSPACE | 369604301 | 24,823 | $7.6M | 2.50% |
| 11 | ALPHABET INC | GOOG | 24,181 | $7.6M | 2.47% |
| 12 | ELI LILLY & CO | LLY | 6,818 | $7.3M | 2.39% |
| 13 | INTERNATIONAL BUSINESS MACHS | INTR | 23,239 | $6.9M | 2.25% |
| 14 | INTUIT | INTU | 9,775 | $6.5M | 2.12% |
| 15 | ISHARES TR | 464287457 | 77,804 | $6.4M | 2.11% |
| 16 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 231,976 | $6.4M | 2.09% |
| 17 | KKR & CO INC | KKRT | 49,876 | $6.4M | 2.08% |
| 18 | META PLATFORMS INC | META | 9,608 | $6.3M | 2.07% |
| 19 | INTEL CORP | INTC | 171,248 | $6.3M | 2.06% |
| 20 | ISHARES TR | 464289438 | 22,540 | $6.2M | 2.04% |