Bouvel Investment Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Bouvel Investment Partners, LLC reported 75 stock positions worth $231.5 million. Its top holding was JPMorgan Equity Premium Inco (JEPI) at 4.4% of the portfolio, followed by Nvidia (NVDA, 4.1%) and Microsoft (MSFT, 3.5%). Compared with Q4 2023, it opened 2 new positions, sold out of 4, added to 30 and reduced 43. The biggest buy was a new position in SS SPDR MSCI U Stratfact ETF (QUS) and the biggest sale an exit from SS SPDR S&P Regional Bank (KRE).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIXVILLE, PA
- CIK
- 0001839122
- Portfolio Value
- $231.5M (Q1 2024)
- SEC Filing
- 0001085146-24-001817 ↗ filed Apr 16, 2024
Holdings Value
Holdings 75 stocks · $231.5M
| JEPI JPMorgan Equity Premium Inco | 4.43% | 177,269 | $10.3M | Reduce -3.6% |
| NVDA Nvidia Corp. | 4.05% | 10,378 | $9.4M | Reduce -21.6% |
| MSFT Microsoft Corp. | 3.53% | 19,414 | $8.2M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 3.22% | 41,377 | $7.5M | Reduce -0.4% |
| BOND PIMCO Active Bond Exchange-T | 3.08% | 77,608 | $7.1M | Reduce -3.2% |
| AXP American Express Co. | 2.84% | 28,870 | $6.6M | Reduce -0.8% |
| INTU Intuit Inc. | 2.71% | 9,668 | $6.3M | Reduce -0.5% |
| PANW Palo Alto Networks Inc. | 2.58% | 21,012 | $6.0M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 2.55% | 39,182 | $5.9M | Reduce -0.5% |
| CRM Salesforce Inc. | 2.54% | 19,495 | $5.9M | Reduce -0.5% |
| CGMS Cap Group US Multi-Sect Bond | 2.49% | 213,463 | $5.8M | Reduce -3.3% |
| PRF Invesco Rafi US 1000 ETF | 2.44% | 146,777 | $5.6M | Reduce -3.4% |
| ISRG Intuitive Surgical Inc. | 2.40% | 13,912 | $5.6M | Reduce -0.1% |
| QUS SS SPDR MSCI U Stratfact ETF | 2.31% | 36,649 | $5.3M | New |
| LLY Eli Lilly & Co. | 2.17% | 6,459 | $5.0M | Add +55.8% |
| META Meta Platforms Inc. Class A | 1.99% | 9,472 | $4.6M | Reduce -0.8% |
| ETN Eaton Corp. PLC | 1.95% | 14,472 | $4.5M | Reduce -0.8% |
| GE General Electric | 1.85% | 24,354 | $4.3M | Reduce -0.8% |
| UBER Uber Technologies Inc. | 1.81% | 54,313 | $4.2M | Reduce -1.1% |
| MRVL Marvell Technology Inc. | 1.79% | 58,534 | $4.1M | Add +2.0% |
| HON Honeywell International Inc. | 1.61% | 18,180 | $3.7M | Add +0.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.51% | 14,788 | $3.5M | Reduce -3.4% |
| ADBE Adobe Inc. | 1.50% | 6,895 | $3.5M | Reduce -0.3% |
| SPSC SPS Commerce Inc. | 1.46% | 18,315 | $3.4M | Reduce -0.5% |
| CMG Chipotle Mexican Grill Inc. | 1.46% | 1,162 | $3.4M | Reduce -0.5% |
| EDV Vanguard Extended Dur Treas | 1.46% | 44,072 | $3.4M | Reduce -2.5% |
| ZS Zscaler Inc. | 1.45% | 17,387 | $3.3M | Reduce -0.2% |
| IVW iShares S&P 500 Growth ETF | 1.40% | 38,501 | $3.3M | Reduce -1.0% |
| ADSK Autodesk Inc. | 1.35% | 11,982 | $3.1M | Add +1.9% |
| BSX Boston Scientific Corp. | 1.32% | 44,571 | $3.1M | Reduce -1.0% |
| MAR Marriott International Class A | 1.25% | 11,439 | $2.9M | Reduce -0.4% |
| FVAL Fidelity Value Factor ETF | 1.24% | 50,422 | $2.9M | Reduce -0.9% |
| PFF iShares Preferred & Income S | 1.23% | 88,333 | $2.8M | Reduce -3.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.23% | 32,526 | $2.8M | Add +1.9% |
| BA The Boeing Co. | 1.21% | 14,494 | $2.8M | Reduce -0.8% |
| EPAM Epam Systems Inc. | 1.21% | 10,127 | $2.8M | Reduce -0.5% |
| FSLR First Solar Inc. | 1.20% | 16,522 | $2.8M | Add +0.0% |
| RTX RTX Corp. | 1.20% | 28,539 | $2.8M | Reduce -0.1% |
| MRSH Marsh & McLennan Cos | 1.19% | 13,422 | $2.8M | Reduce -0.9% |
| AVAV Aerovironment Inc. | 1.14% | 17,283 | $2.6M | Reduce -31.9% |
| PLTR Palantir Technologies Inc. Class A | 1.12% | 112,893 | $2.6M | Add +0.9% |
| BLV Vanguard Long-Term Bond ETF | 1.12% | 35,910 | $2.6M | Reduce -2.8% |
| TER Teradyne Inc. | 1.11% | 22,779 | $2.6M | Add +0.5% |
| MS Morgan Stanley | 1.05% | 25,873 | $2.4M | Add +1.9% |
| DVY iShares Select Dividend ETF | 0.98% | 18,375 | $2.3M | Reduce -3.5% |
| TYL Tyler Technologies Inc. | 0.94% | 5,131 | $2.2M | Reduce -0.4% |
| MTZ Mastec Inc. | 0.81% | 19,999 | $1.9M | Add +2.5% |
| ENPH Enphase Energy Inc. | 0.72% | 13,807 | $1.7M | Add +2.6% |
| ASPN Aspen Aerogels Inc. | 0.72% | 94,188 | $1.7M | Reduce -0.1% |
| KTOS Kratos Defense & Security | 0.71% | 89,528 | $1.6M | Reduce -0.1% |
| THRM Gentherm Inc. | 0.69% | 27,871 | $1.6M | Add +2.8% |
| DGRO iShares Core Dividend Growth | 0.66% | 26,446 | $1.5M | Reduce -0.6% |
| XYZ Block Inc. | 0.66% | 18,033 | $1.5M | Add +2.4% |
| CRSP Crispr Therapeutics AG | 0.65% | 21,928 | $1.5M | Add +0.4% |
| ITI Iteris Inc. | 0.64% | 301,740 | $1.5M | Add +2.3% |
| AMPS Altus Power Inc. | 0.63% | 305,673 | $1.5M | Add +2.8% |
| HXL Hexcel Corp. | 0.62% | 19,824 | $1.4M | Reduce -0.7% |
| PYPL PayPal Holdings Inc. | 0.62% | 21,501 | $1.4M | Reduce -0.2% |
| SHOP Shopify Inc. Class A | 0.59% | 17,594 | $1.4M | Reduce -0.3% |
| PAYC Paycom Software Inc. | 0.56% | 6,513 | $1.3M | Add +1.3% |
| PLUG Plug Power Inc. | 0.54% | 365,054 | $1.3M | Add +80.4% |
| HUBS HubSpot Inc. | 0.49% | 1,793 | $1.1M | Add +2.2% |
| INDI Indie Semiconductor Inc. Class A | 0.43% | 139,656 | $989K | New |
| OLED Universal Display Corp. | 0.43% | 5,864 | $988K | Add +0.6% |
| ITOT iShares Core S&P Total U.S. | 0.41% | 8,246 | $951K | Reduce -0.1% |
| VICR Vicor Corp. | 0.40% | 24,253 | $927K | Add +42.5% |
| ILMN Illumina Inc. | 0.39% | 6,547 | $899K | Add +1.3% |
| SRTA Strata Critical Medical Inc. filed as BLADE AIR MOBILITY INC | 0.33% | 268,967 | $767K | Add +49.8% |
| AEHR Aehr Test Systems | 0.29% | 54,594 | $677K | Add +85.9% |
| SNCR Synchronoss Technologies Inc. | 0.28% | 76,847 | $642K | Add +3.4% |
| U Unity Software Inc. | 0.26% | 22,783 | $608K | Add +2.7% |
| SABR Sabre Corp. | 0.26% | 251,226 | $608K | Add +3.1% |
| CHPT Chargepoint Holdings Inc. | 0.25% | 303,264 | $576K | Add +138.8% |
| CERS Cerus Corp. | 0.22% | 269,849 | $510K | Add +4.7% |
| ADPT Adaptive Biotechnologies | 0.06% | 46,030 | $148K | Add +1.8% |
Portfolio Sells Q4 2023 → Q1 2024
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −1.10 |
| NCLH Norwegian Cruise Line Holdin | Sold out | 0.00% | −0.66 |
| FNCL Fidelity MSCI Financial Indx | Sold out | 0.00% | −0.61 |
| BA The Boeing Co. | Reduce -0.8% | 1.21% | −0.57 |
| ADBE Adobe Inc. | Reduce -0.3% | 1.50% | −0.42 |
| BOND PIMCO Active Bond Exchange-T | Reduce -3.2% | 3.08% | −0.38 |
| ZS Zscaler Inc. | Reduce -0.2% | 1.45% | −0.36 |
| AVAV Aerovironment Inc. | Reduce -31.9% | 1.14% | −0.35 |
| PANW Palo Alto Networks Inc. | Reduce -0.6% | 2.58% | −0.33 |
| JEPI JPMorgan Equity Premium Inco | Reduce -3.6% | 4.43% | −0.29 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -3.3% | 2.49% | −0.29 |
| EDV Vanguard Extended Dur Treas | Reduce -2.5% | 1.46% | −0.25 |
| EPAM Epam Systems Inc. | Reduce -0.5% | 1.21% | −0.21 |
| SPSC SPS Commerce Inc. | Reduce -0.5% | 1.46% | −0.20 |
| BLV Vanguard Long-Term Bond ETF | Reduce -2.8% | 1.12% | −0.16 |
| KTOS Kratos Defense & Security | Reduce -0.1% | 0.71% | −0.14 |
| INTU Intuit Inc. | Reduce -0.5% | 2.71% | −0.12 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.11 |
| PFF iShares Preferred & Income S | Reduce -3.6% | 1.23% | −0.10 |
| DVY iShares Select Dividend ETF | Reduce -3.5% | 0.98% | −0.07 |
| TYL Tyler Technologies Inc. | Reduce -0.4% | 0.94% | −0.06 |
| HXL Hexcel Corp. | Reduce -0.7% | 0.62% | −0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -3.4% | 1.51% | −0.06 |
| PRF Invesco Rafi US 1000 ETF | Reduce -3.4% | 2.44% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -0.3% | 0.59% | −0.06 |
| FVAL Fidelity Value Factor ETF | Reduce -0.9% | 1.24% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 2.55% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -0.6% | 0.66% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -0.9% | 1.19% | −0.00 |
| PYPL PayPal Holdings Inc. | Reduce -0.2% | 0.62% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.1% | 0.41% | +0.00 |
| ASPN Aspen Aerogels Inc. | Reduce -0.1% | 0.72% | +0.02 |
| MAR Marriott International Class A | Reduce -0.4% | 1.25% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.0% | 1.40% | +0.04 |
| MSFT Microsoft Corp. | Reduce -1.3% | 3.53% | +0.07 |
| RTX RTX Corp. | Reduce -0.1% | 1.20% | +0.08 |
| BSX Boston Scientific Corp. | Reduce -1.0% | 1.32% | +0.10 |
| CRM Salesforce Inc. | Reduce -0.5% | 2.54% | +0.13 |
| ISRG Intuitive Surgical Inc. | Reduce -0.1% | 2.40% | +0.20 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.5% | 1.46% | +0.21 |
| UBER Uber Technologies Inc. | Reduce -1.1% | 1.81% | +0.23 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 3.22% | +0.28 |
| AXP American Express Co. | Reduce -0.8% | 2.84% | +0.29 |
| ETN Eaton Corp. PLC | Reduce -0.8% | 1.95% | +0.31 |
| GE General Electric | Reduce -0.8% | 1.85% | +0.38 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 1.99% | +0.41 |
| NVDA Nvidia Corp. | Reduce -21.6% | 4.05% | +0.99 |
Portfolio Buys Q4 2023 → Q1 2024
| QUS SS SPDR MSCI U Stratfact ETF | New | 2.31% | +2.31 |
| LLY Eli Lilly & Co. | Add +55.8% | 2.17% | +1.04 |
| INDI Indie Semiconductor Inc. Class A | New | 0.43% | +0.43 |
| PLTR Palantir Technologies Inc. Class A | Add +0.9% | 1.12% | +0.23 |
| MRVL Marvell Technology Inc. | Add +2.0% | 1.79% | +0.18 |
| TTD Trade Desk Inc./the Class A | Add +1.9% | 1.23% | +0.16 |
| PLUG Plug Power Inc. | Add +80.4% | 0.54% | +0.12 |
| MTZ Mastec Inc. | Add +2.5% | 0.81% | +0.12 |
| CHPT Chargepoint Holdings Inc. | Add +138.8% | 0.25% | +0.11 |
| SNCR Synchronoss Technologies Inc. | Add +3.4% | 0.28% | +0.06 |
| VICR Vicor Corp. | Add +42.5% | 0.40% | +0.04 |
| SRTA Strata Critical Medical Inc. | Add +49.8% | 0.33% | +0.04 |
| THRM Gentherm Inc. | Add +2.8% | 0.69% | +0.03 |
| XYZ Block Inc. | Add +2.4% | 0.66% | +0.02 |
| ADSK Autodesk Inc. | Add +1.9% | 1.35% | +0.01 |
| HUBS HubSpot Inc. | Add +2.2% | 0.49% | +0.01 |
| CRSP Crispr Therapeutics AG | Add +0.4% | 0.65% | +0.01 |
| ILMN Illumina Inc. | Add +1.3% | 0.39% | −0.03 |
| TER Teradyne Inc. | Add +0.5% | 1.11% | −0.04 |
| ADPT Adaptive Biotechnologies | Add +1.8% | 0.06% | −0.04 |
| CERS Cerus Corp. | Add +4.7% | 0.22% | −0.04 |
| MS Morgan Stanley | Add +1.9% | 1.05% | −0.05 |
| PAYC Paycom Software Inc. | Add +1.3% | 0.56% | −0.06 |
| AEHR Aehr Test Systems | Add +85.9% | 0.29% | −0.07 |
| ITI Iteris Inc. | Add +2.3% | 0.64% | −0.07 |
| OLED Universal Display Corp. | Add +0.6% | 0.43% | −0.09 |
| ENPH Enphase Energy Inc. | Add +2.6% | 0.72% | −0.11 |
| FSLR First Solar Inc. | Add +0.0% | 1.20% | −0.12 |
| HON Honeywell International Inc. | Add +0.7% | 1.61% | −0.16 |
| U Unity Software Inc. | Add +2.7% | 0.26% | −0.16 |
| SABR Sabre Corp. | Add +3.1% | 0.26% | −0.24 |
| AMPS Altus Power Inc. | Add +2.8% | 0.63% | −0.32 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 84 | $442.3M | MRVL, INTC, BOND, CGDV, EVTR |
| Q1 2026 | 78 | $344.6M | BOND, EVTR, CGDV, AVGO, NVDA |
| Q4 2025 | 80 | $346.9M | BOND, EVTR, AVGO, CGDV, NVDA |
| Q3 2025 | 78 | $326.7M | BOND, EVTR, NVDA, AVGO, CGDV |
| Q2 2025 | 73 | $295.6M | EVTR, BOND, NVDA, PLTR, CGDV |
| Q1 2025 | 77 | $265.9M | EVTR, BOND, JEPI, NVDA, MSFT |
| Q4 2024 | 78 | $277.5M | EVTR, BOND, NVDA, JEPI, AMZN |
| Q3 2024Amended | 77 | $265.9M | EVTR, BOND, JEPI, NVDA, MSFT |
| Q2 2024 | 77 | $258.5M | EVTR, BOND, NVDA, JEPI, MSFT |
| Q1 2024 | 75 | $231.5M | JEPI, NVDA, MSFT, AMZN, BOND |