Bouvel Investment Partners, LLC 13F Holdings

CIK 0001839122 · PHOENIXVILLE, PA

As of Sep 30, 2025, Bouvel Investment Partners, LLC reported 78 positions worth $326.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDBOND—152,100 4.2M4.35%
MORGAN STANLEY ETF TRUST——241,427 2.4M3.80%
NVIDIA CORPNVDATechnology62,922 1.7M3.59%
BROADCOM INCAVGOTechnology35,175 1.6M3.55%
CAPITAL GROUP DIVIDEND VALUE ETFCGDV—261,301 1.0M3.36%
MICROSOFT CORPMSFTTechnology19,506 0.1M3.09%
AMAZON.COM INCAMZNEquity41,362$9.1M2.78%
PALANTIR TECHNOLOGIES INCPLTRTechnology47,428$8.7M2.65%
JPMORGAN EQUITY PREMIUM INCOME ETFJEPI—135,681$7.7M2.37%
GE AEROSPACEGEIndustrials24,442$7.4M2.25%
META PLATFORMS INCMETACommunication Services9,438$6.9M2.12%
INTUIT INCINTUTechnology9,606$6.6M2.01%
KKR & CO INCKKRFinancial Services49,090$6.4M1.95%
INTUITIVE SURGICAL INCISRGHealthcare14,254$6.4M1.95%
ISHARES RUSSELL TOP 200 GROWTH ETFIWY—22,792$6.2M1.91%
PALO ALTO NETWORKS INCPANWTechnology30,630$6.2M1.91%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—73,944$6.1M1.88%
MARVELL TECHNOLOGY INCMRVLTechnology71,601$6.0M1.84%
CAPITAL GROUP US MULTI-SECTOR INCOME ETFCGMS—211,872$5.9M1.80%
ALPHABET INCGOOGLEquity23,774$5.8M1.77%
KRATOS DEFENSE & SECURITY SOLUTIONS INCKTOSIndustrials63,206$5.8M1.77%
INTEL CORPINTCTechnology168,394$5.6M1.73%
SNOWFLAKE INCSNOWTechnology25,020$5.6M1.73%
EATON CORP PLCETNIndustrials14,764$5.5M1.69%
UBER TECHNOLOGIES INCUBERTechnology53,851$5.3M1.62%