Bouvel Investment Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 12, 2024), Bouvel Investment Partners, LLC reported 77 stock positions worth $258.5 million. Its top holding was Eaton Vance Total Return (EVTR) at 4.6% of the portfolio, followed by PIMCO Active Bond Exchange-T (BOND, 4.3%) and Nvidia (NVDA, 4.0%). Compared with Q1 2024, it opened 6 new positions, sold out of 5, added to 34 and reduced 36. The biggest buy was a new position in Eaton Vance Total Return (EVTR) and the biggest sale an exit from Marriott International Class A (MAR).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIXVILLE, PA
- CIK
- 0001839122
- Portfolio Value
- $258.5M (Q2 2024)
- SEC Filing
- 0001085146-24-002897 ↗ filed Jul 12, 2024
Holdings Value
Holdings 77 stocks · $258.5M
| EVTR Eaton Vance Total Return | 4.56% | 237,453 | $11.8M | New |
| BOND PIMCO Active Bond Exchange-T | 4.29% | 121,805 | $11.1M | Add +57.0% |
| NVDA Nvidia Corp. | 4.05% | 84,660 | $10.5M | Reduce -18.4% |
| JEPI JPMorgan Equity Premium Inco | 3.92% | 178,561 | $10.1M | Add +0.7% |
| MSFT Microsoft Corp. | 3.35% | 19,366 | $8.7M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 3.09% | 41,284 | $8.0M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 2.76% | 39,159 | $7.1M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 2.75% | 20,952 | $7.1M | Reduce -0.3% |
| AXP American Express Co. | 2.58% | 28,765 | $6.7M | Reduce -0.4% |
| INTU Intuit Inc. | 2.45% | 9,634 | $6.3M | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 2.39% | 13,883 | $6.2M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 2.28% | 6,501 | $5.9M | Add +0.7% |
| CGMS Cap Group US Multi-Sect Bond | 2.25% | 215,941 | $5.8M | Add +1.2% |
| QUS SS SPDR MSCI U Stratfact ETF | 2.11% | 37,051 | $5.5M | Add +1.1% |
| PRF Invesco Rafi US 1000 ETF | 2.11% | 143,934 | $5.5M | Reduce -1.9% |
| CRM Salesforce Inc. | 1.93% | 19,426 | $5.0M | Reduce -0.3% |
| MRVL Marvell Technology Inc. | 1.88% | 69,565 | $4.9M | Add +18.9% |
| META Meta Platforms Inc. Class A | 1.84% | 9,449 | $4.8M | Reduce -0.2% |
| SNPS Synopsys Inc. | 1.80% | 7,802 | $4.6M | New |
| ETN Eaton Corp. PLC | 1.77% | 14,594 | $4.6M | Add +0.8% |
| UBER Uber Technologies Inc. | 1.52% | 54,133 | $3.9M | Reduce -0.3% |
| HON Honeywell International Inc. | 1.50% | 18,133 | $3.9M | Reduce -0.3% |
| GE General Electric filed as GE AEROSPACE | 1.49% | 24,284 | $3.9M | Reduce -0.3% |
| ADBE Adobe Inc. | 1.48% | 6,897 | $3.8M | Add +0.0% |
| FSLR First Solar Inc. | 1.44% | 16,514 | $3.7M | Reduce -0.1% |
| CMG Chipotle Mexican Grill Inc. | 1.39% | 57,300 | $3.6M | Reduce -1.4% |
| IVW iShares S&P 500 Growth ETF | 1.39% | 38,724 | $3.6M | Add +0.6% |
| SPSC SPS Commerce Inc. | 1.33% | 18,310 | $3.4M | Reduce -0.0% |
| BSX Boston Scientific Corp. | 1.32% | 44,446 | $3.4M | Reduce -0.3% |
| TER Teradyne Inc. | 1.31% | 22,778 | $3.4M | Reduce 0.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.30% | 14,673 | $3.4M | Reduce -0.8% |
| ZS Zscaler Inc. | 1.29% | 17,376 | $3.3M | Reduce -0.1% |
| EDV Vanguard Extended Dur Treas | 1.27% | 44,573 | $3.3M | Add +1.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.23% | 32,449 | $3.2M | Reduce -0.2% |
| AVAV Aerovironment Inc. | 1.22% | 17,296 | $3.2M | Add +0.1% |
| ADSK Autodesk Inc. | 1.15% | 11,962 | $3.0M | Reduce -0.2% |
| FVAL Fidelity Value Factor ETF | 1.13% | 50,760 | $2.9M | Add +0.7% |
| PFF iShares Preferred & Income S | 1.12% | 91,575 | $2.9M | Add +3.7% |
| PLTR Palantir Technologies Inc. Class A | 1.11% | 113,587 | $2.9M | Add +0.6% |
| RTX RTX Corp. | 1.10% | 28,412 | $2.9M | Reduce -0.5% |
| MRSH Marsh & McLennan Cos | 1.09% | 13,391 | $2.8M | Reduce -0.2% |
| BA The Boeing Co. | 1.02% | 14,454 | $2.6M | Reduce -0.3% |
| BLV Vanguard Long-Term Bond ETF | 1.01% | 37,314 | $2.6M | Add +3.9% |
| TYL Tyler Technologies Inc. | 1.00% | 5,135 | $2.6M | Add +0.1% |
| MS Morgan Stanley | 0.97% | 25,771 | $2.5M | Reduce -0.4% |
| AMD Advanced Micro Devices | 0.92% | 14,622 | $2.4M | New |
| DVY iShares Select Dividend ETF | 0.89% | 18,977 | $2.3M | Add +3.3% |
| ASPN Aspen Aerogels Inc. | 0.86% | 93,760 | $2.2M | Reduce -0.5% |
| MTZ Mastec Inc. | 0.83% | 19,995 | $2.1M | Reduce -0.0% |
| SMCI Super Micro Computer Inc. | 0.82% | 2,572 | $2.1M | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.70% | 32,787 | $1.8M | New |
| KTOS Kratos Defense & Security | 0.69% | 89,532 | $1.8M | Add +0.0% |
| DGRO iShares Core Dividend Growth | 0.58% | 26,154 | $1.5M | Reduce -1.1% |
| ENPH Enphase Energy Inc. | 0.53% | 13,807 | $1.4M | No change |
| THRM Gentherm Inc. | 0.53% | 27,894 | $1.4M | Add +0.1% |
| ITI Iteris Inc. | 0.51% | 301,980 | $1.3M | Add +0.1% |
| OLED Universal Display Corp. | 0.48% | 5,870 | $1.2M | Add +0.1% |
| AMPS Altus Power Inc. | 0.46% | 305,730 | $1.2M | Add +0.0% |
| CRSP Crispr Therapeutics AG | 0.46% | 21,932 | $1.2M | Add +0.0% |
| XYZ Block Inc. | 0.45% | 18,041 | $1.2M | Add +0.0% |
| SHOP Shopify Inc. Class A | 0.45% | 17,579 | $1.2M | Reduce -0.1% |
| HUBS HubSpot Inc. | 0.41% | 1,795 | $1.1M | Add +0.1% |
| GEV GE Vernova Inc. | 0.40% | 5,973 | $1.0M | Reduce -1.9% |
| VRT Vertiv Holdings Co. Class A | 0.37% | 11,113 | $962K | New |
| ITOT iShares Core S&P Total U.S. | 0.37% | 8,061 | $957K | Reduce -2.2% |
| SRTA Strata Critical Medical Inc. filed as BLADE AIR MOBILITY INC | 0.36% | 270,925 | $943K | Add +0.7% |
| PLUG Plug Power Inc. | 0.34% | 381,110 | $888K | Add +4.4% |
| INDI Indie Semiconductor Inc. Class A | 0.33% | 139,719 | $862K | Add +0.1% |
| VICR Vicor Corp. | 0.31% | 24,491 | $812K | Add +1.0% |
| SNCR Synchronoss Technologies Inc. | 0.27% | 74,698 | $695K | Reduce -2.8% |
| ILMN Illumina Inc. | 0.26% | 6,556 | $684K | Add +0.1% |
| SABR Sabre Corp. | 0.26% | 251,304 | $671K | Add +0.0% |
| AEHR Aehr Test Systems | 0.24% | 56,252 | $628K | Add +3.0% |
| CERS Cerus Corp. | 0.18% | 269,938 | $475K | Add +0.0% |
| CHPT Chargepoint Holdings Inc. | 0.18% | 312,419 | $472K | Add +3.0% |
| U Unity Software Inc. | 0.14% | 22,772 | $370K | Reduce -0.1% |
| ADPT Adaptive Biotechnologies | 0.06% | 45,880 | $166K | Reduce -0.3% |
Portfolio Sells Q1 2024 → Q2 2024
| MAR Marriott International Class A | Sold out | 0.00% | −1.25 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −1.21 |
| HXL Hexcel Corp. | Sold out | 0.00% | −0.62 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.62 |
| CRM Salesforce Inc. | Reduce -0.3% | 1.93% | −0.60 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.56 |
| GE General Electric | Reduce -0.3% | 1.49% | −0.35 |
| PRF Invesco Rafi US 1000 ETF | Reduce -1.9% | 2.11% | −0.33 |
| UBER Uber Technologies Inc. | Reduce -0.3% | 1.52% | −0.28 |
| INTU Intuit Inc. | Reduce -0.3% | 2.45% | −0.27 |
| AXP American Express Co. | Reduce -0.4% | 2.58% | −0.26 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.8% | 1.30% | −0.20 |
| ADSK Autodesk Inc. | Reduce -0.2% | 1.15% | −0.20 |
| BA The Boeing Co. | Reduce -0.3% | 1.02% | −0.19 |
| MSFT Microsoft Corp. | Reduce -0.3% | 3.35% | −0.18 |
| ZS Zscaler Inc. | Reduce -0.1% | 1.29% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 1.84% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 3.09% | −0.14 |
| SHOP Shopify Inc. Class A | Reduce -0.1% | 0.45% | −0.14 |
| SPSC SPS Commerce Inc. | Reduce -0.0% | 1.33% | −0.13 |
| U Unity Software Inc. | Reduce -0.1% | 0.14% | −0.12 |
| HON Honeywell International Inc. | Reduce -0.3% | 1.50% | −0.11 |
| MRSH Marsh & McLennan Cos | Reduce -0.2% | 1.09% | −0.10 |
| RTX RTX Corp. | Reduce -0.5% | 1.10% | −0.10 |
| MS Morgan Stanley | Reduce -0.4% | 0.97% | −0.08 |
| DGRO iShares Core Dividend Growth | Reduce -1.1% | 0.58% | −0.08 |
| CMG Chipotle Mexican Grill Inc. | Reduce -1.4% | 1.39% | −0.07 |
| GEV GE Vernova Inc. | Reduce -1.9% | 0.40% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.2% | 0.37% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -0.2% | 2.39% | −0.01 |
| SNCR Synchronoss Technologies Inc. | Reduce -2.8% | 0.27% | −0.01 |
| NVDA Nvidia Corp. | Reduce -18.4% | 4.05% | −0.00 |
| TTD Trade Desk Inc./the Class A | Reduce -0.2% | 1.23% | −0.00 |
| ADPT Adaptive Biotechnologies | Reduce -0.3% | 0.06% | +0.00 |
| BSX Boston Scientific Corp. | Reduce -0.3% | 1.32% | +0.01 |
| MTZ Mastec Inc. | Reduce -0.0% | 0.83% | +0.02 |
| ASPN Aspen Aerogels Inc. | Reduce -0.5% | 0.86% | +0.15 |
| PANW Palo Alto Networks Inc. | Reduce -0.3% | 2.75% | +0.17 |
| TER Teradyne Inc. | Reduce 0.0% | 1.31% | +0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 2.76% | +0.20 |
| FSLR First Solar Inc. | Reduce -0.1% | 1.44% | +0.24 |
Portfolio Buys Q1 2024 → Q2 2024
| EVTR Eaton Vance Total Return | New | 4.56% | +4.56 |
| SNPS Synopsys Inc. | New | 1.80% | +1.80 |
| BOND PIMCO Active Bond Exchange-T | Add +57.0% | 4.29% | +1.21 |
| AMD Advanced Micro Devices | New | 0.92% | +0.92 |
| SMCI Super Micro Computer Inc. | New | 0.82% | +0.82 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.70% | +0.70 |
| VRT Vertiv Holdings Co. Class A | New | 0.37% | +0.37 |
| LLY Eli Lilly & Co. | Add +0.7% | 2.28% | +0.11 |
| MRVL Marvell Technology Inc. | Add +18.9% | 1.88% | +0.09 |
| AVAV Aerovironment Inc. | Add +0.1% | 1.22% | +0.07 |
| TYL Tyler Technologies Inc. | Add +0.1% | 1.00% | +0.06 |
| OLED Universal Display Corp. | Add +0.1% | 0.48% | +0.05 |
| SRTA Strata Critical Medical Inc. | Add +0.7% | 0.36% | +0.03 |
| SABR Sabre Corp. | Add +0.0% | 0.26% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +0.6% | 1.11% | −0.01 |
| KTOS Kratos Defense & Security | Add +0.0% | 0.69% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.6% | 1.39% | −0.02 |
| ADBE Adobe Inc. | Add +0.0% | 1.48% | −0.02 |
| CERS Cerus Corp. | Add +0.0% | 0.18% | −0.04 |
| AEHR Aehr Test Systems | Add +3.0% | 0.24% | −0.05 |
| CHPT Chargepoint Holdings Inc. | Add +3.0% | 0.18% | −0.07 |
| HUBS HubSpot Inc. | Add +0.1% | 0.41% | −0.08 |
| VICR Vicor Corp. | Add +1.0% | 0.31% | −0.09 |
| DVY iShares Select Dividend ETF | Add +3.3% | 0.89% | −0.09 |
| INDI Indie Semiconductor Inc. Class A | Add +0.1% | 0.33% | −0.09 |
| BLV Vanguard Long-Term Bond ETF | Add +3.9% | 1.01% | −0.11 |
| FVAL Fidelity Value Factor ETF | Add +0.7% | 1.13% | −0.11 |
| PFF iShares Preferred & Income S | Add +3.7% | 1.12% | −0.11 |
| ILMN Illumina Inc. | Add +0.1% | 0.26% | −0.12 |
| ITI Iteris Inc. | Add +0.1% | 0.51% | −0.14 |
| THRM Gentherm Inc. | Add +0.1% | 0.53% | −0.16 |
| AMPS Altus Power Inc. | Add +0.0% | 0.46% | −0.17 |
| ETN Eaton Corp. PLC | Add +0.8% | 1.77% | −0.18 |
| CRSP Crispr Therapeutics AG | Add +0.0% | 0.46% | −0.19 |
| QUS SS SPDR MSCI U Stratfact ETF | Add +1.1% | 2.11% | −0.19 |
| EDV Vanguard Extended Dur Treas | Add +1.1% | 1.27% | −0.19 |
| PLUG Plug Power Inc. | Add +4.4% | 0.34% | −0.20 |
| XYZ Block Inc. | Add +0.0% | 0.45% | −0.21 |
| CGMS Cap Group US Multi-Sect Bond | Add +1.2% | 2.25% | −0.24 |
| JEPI JPMorgan Equity Premium Inco | Add +0.7% | 3.92% | −0.52 |
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 |