Bouvel Investment Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Bouvel Investment Partners, LLC reported 77 stock positions worth $265.9 million. Its top holding was Eaton Vance Total Return (EVTR) at 4.7% of the portfolio, followed by PIMCO Active Bond Exchange-T (BOND, 4.4%) and JPMorgan Equity Premium Inco (JEPI, 4.0%). Compared with Q2 2024, it opened 4 new positions, sold out of 4, added to 36 and reduced 37. The biggest buy was a new position in Micron Technology (MU) and the biggest sale an exit from Chipotle Mexican Grill (CMG).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIXVILLE, PA
- CIK
- 0001839122
- Portfolio Value
- $265.9M (Q3 2024)
- SEC Filing
- 0001085146-24-005374 ↗ filed Nov 5, 2024
Holdings Value
Holdings 77 stocks · $265.9M
| EVTR Eaton Vance Total Return | 4.69% | 240,903 | $12.5M | Add +1.4% |
| BOND PIMCO Active Bond Exchange-T | 4.40% | 123,759 | $11.7M | Add +1.6% |
| JEPI JPMorgan Equity Premium Inco | 4.00% | 178,840 | $10.6M | Add +0.2% |
| NVDA Nvidia Corp. | 3.40% | 74,553 | $9.1M | Reduce -11.9% |
| MSFT Microsoft Corp. | 3.15% | 19,467 | $8.4M | Add +0.5% |
| AXP American Express Co. | 2.95% | 28,917 | $7.8M | Add +0.5% |
| AMZN Amazon.com Inc. | 2.91% | 41,481 | $7.7M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 2.58% | 13,950 | $6.9M | Add +0.5% |
| CGMS Cap Group US Multi-Sect Bond | 2.27% | 216,376 | $6.0M | Add +0.2% |
| INTU Intuit Inc. | 2.26% | 9,683 | $6.0M | Add +0.5% |
| QUS SS SPDR MSCI U Stratfact ETF | 2.19% | 37,019 | $5.8M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 2.18% | 6,538 | $5.8M | Add +0.6% |
| PRF Invesco Rafi US 1000 ETF | 2.16% | 141,048 | $5.7M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 2.04% | 9,489 | $5.4M | Add +0.4% |
| CRM Salesforce Inc. | 2.01% | 19,520 | $5.3M | Add +0.5% |
| PANW Palo Alto Networks Inc. | 1.96% | 15,283 | $5.2M | Reduce -27.1% |
| MRVL Marvell Technology Inc. | 1.90% | 69,939 | $5.0M | Add +0.5% |
| ETN Eaton Corp. PLC | 1.83% | 14,679 | $4.9M | Add +0.6% |
| GE General Electric filed as GE AEROSPACE | 1.73% | 24,381 | $4.6M | Add +0.4% |
| PLTR Palantir Technologies Inc. Class A | 1.60% | 114,119 | $4.2M | Add +0.5% |
| UBER Uber Technologies Inc. | 1.54% | 54,335 | $4.1M | Add +0.4% |
| FSLR First Solar Inc. | 1.53% | 16,329 | $4.1M | Reduce -1.1% |
| SNPS Synopsys Inc. | 1.50% | 7,865 | $4.0M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 1.48% | 23,787 | $3.9M | Reduce -39.3% |
| BSX Boston Scientific Corp. | 1.42% | 45,148 | $3.8M | Add +1.6% |
| HON Honeywell International Inc. | 1.42% | 18,217 | $3.8M | Add +0.5% |
| IVW iShares S&P 500 Growth ETF | 1.38% | 38,184 | $3.7M | Reduce -1.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.36% | 32,893 | $3.6M | Add +1.4% |
| EDV Vanguard Extended Dur Treas | 1.32% | 44,119 | $3.5M | Reduce -1.0% |
| SPSC SPS Commerce Inc. | 1.32% | 18,058 | $3.5M | Reduce -1.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.32% | 14,373 | $3.5M | Reduce -2.0% |
| RTX RTX Corp. | 1.30% | 28,572 | $3.5M | Add +0.6% |
| AVAV Aerovironment Inc. | 1.29% | 17,108 | $3.4M | Reduce -1.1% |
| BA The Boeing Co. | 1.25% | 21,862 | $3.3M | Add +51.3% |
| AMD Advanced Micro Devices | 1.25% | 20,197 | $3.3M | Add +38.1% |
| ADSK Autodesk Inc. | 1.24% | 11,988 | $3.3M | Add +0.2% |
| MU Micron Technology Inc. | 1.21% | 31,039 | $3.2M | New |
| PFF iShares Preferred & Income S | 1.18% | 94,776 | $3.1M | Add +3.5% |
| FVAL Fidelity Value Factor ETF | 1.14% | 50,132 | $3.0M | Reduce -1.2% |
| TER Teradyne Inc. | 1.13% | 22,529 | $3.0M | Reduce -1.1% |
| MRSH Marsh & McLennan Cos | 1.13% | 13,473 | $3.0M | Add +0.6% |
| TYL Tyler Technologies Inc. | 1.12% | 5,086 | $3.0M | Reduce -0.9% |
| ZS Zscaler Inc. | 1.11% | 17,306 | $3.0M | Reduce -0.4% |
| BLV Vanguard Long-Term Bond ETF | 1.09% | 38,625 | $2.9M | Add +3.5% |
| MS Morgan Stanley | 1.02% | 25,924 | $2.7M | Add +0.6% |
| ADBE Adobe Inc. | 1.00% | 5,147 | $2.7M | Reduce -25.4% |
| DVY iShares Select Dividend ETF | 0.99% | 19,406 | $2.6M | Add +2.3% |
| ASPN Aspen Aerogels Inc. | 0.95% | 90,992 | $2.5M | Reduce -3.0% |
| MTZ Mastec Inc. | 0.92% | 19,785 | $2.4M | Reduce -1.1% |
| DDOG Datadog Inc. Class A | 0.86% | 19,766 | $2.3M | New |
| KTOS Kratos Defense & Security | 0.78% | 88,616 | $2.1M | Reduce -1.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.67% | 32,399 | $1.8M | Reduce -1.2% |
| HLIT Harmonic Inc. | 0.66% | 120,524 | $1.8M | New |
| DGRO iShares Core Dividend Growth | 0.61% | 25,667 | $1.6M | Reduce -1.9% |
| ENPH Enphase Energy Inc. | 0.58% | 13,658 | $1.5M | Reduce -1.1% |
| GEV GE Vernova Inc. | 0.57% | 5,971 | $1.5M | Reduce -0.0% |
| SHOP Shopify Inc. Class A | 0.52% | 17,376 | $1.4M | Reduce -1.1% |
| THRM Gentherm Inc. | 0.48% | 27,620 | $1.3M | Reduce -1.0% |
| OLED Universal Display Corp. | 0.46% | 5,781 | $1.2M | Reduce -1.5% |
| XYZ Block Inc. | 0.45% | 17,867 | $1.2M | Reduce -1.0% |
| VRT Vertiv Holdings Co. Class A | 0.41% | 10,980 | $1.1M | Reduce -1.2% |
| SNCR Synchronoss Technologies Inc. | 0.41% | 72,476 | $1.1M | Reduce -3.0% |
| VICR Vicor Corp. | 0.39% | 24,547 | $1.0M | Add +0.2% |
| CRSP Crispr Therapeutics AG | 0.38% | 21,703 | $1.0M | Reduce -1.0% |
| ITOT iShares Core S&P Total U.S. | 0.36% | 7,710 | $969K | Reduce -4.3% |
| HUBS HubSpot Inc. | 0.35% | 1,771 | $941K | Reduce -1.3% |
| SABR Sabre Corp. | 0.34% | 248,434 | $912K | Reduce -1.1% |
| CERS Cerus Corp. | 0.33% | 505,020 | $879K | Add +87.1% |
| PLUG Plug Power Inc. | 0.32% | 378,634 | $856K | Reduce -0.7% |
| ILMN Illumina Inc. | 0.32% | 6,494 | $847K | Reduce -0.9% |
| U Unity Software Inc. | 0.30% | 35,595 | $805K | Add +56.3% |
| SRTA Strata Critical Medical Inc. filed as BLADE AIR MOBILITY INC | 0.30% | 268,867 | $790K | Reduce -0.8% |
| AEHR Aehr Test Systems | 0.28% | 58,233 | $748K | Add +3.5% |
| INDI Indie Semiconductor Inc. Class A | 0.28% | 186,119 | $743K | Add +33.2% |
| JOBY Joby Aviation Inc. | 0.23% | 122,147 | $614K | New |
| CHPT Chargepoint Holdings Inc. | 0.16% | 316,362 | $433K | Add +1.3% |
| ADPT Adaptive Biotechnologies | 0.08% | 43,882 | $225K | Reduce -4.3% |
Portfolio Sells Q2 2024 → Q3 2024
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −1.39 |
| GOOGL Alphabet Inc. Class A | Reduce -39.3% | 1.48% | −1.28 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.82 |
| PANW Palo Alto Networks Inc. | Reduce -27.1% | 1.96% | −0.78 |
| NVDA Nvidia Corp. | Reduce -11.9% | 3.40% | −0.64 |
| ITI Iteris Inc. | Sold out | 0.00% | −0.51 |
| ADBE Adobe Inc. | Reduce -25.4% | 1.00% | −0.48 |
| AMPS Altus Power Inc. | Sold out | 0.00% | −0.46 |
| ZS Zscaler Inc. | Reduce -0.4% | 1.11% | −0.18 |
| TER Teradyne Inc. | Reduce -1.1% | 1.13% | −0.17 |
| CRSP Crispr Therapeutics AG | Reduce -1.0% | 0.38% | −0.07 |
| SRTA Strata Critical Medical Inc. | Reduce -0.8% | 0.30% | −0.07 |
| HUBS HubSpot Inc. | Reduce -1.3% | 0.35% | −0.06 |
| THRM Gentherm Inc. | Reduce -1.0% | 0.48% | −0.05 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -1.2% | 0.67% | −0.03 |
| PLUG Plug Power Inc. | Reduce -0.7% | 0.32% | −0.02 |
| OLED Universal Display Corp. | Reduce -1.5% | 0.46% | −0.02 |
| SPSC SPS Commerce Inc. | Reduce -1.4% | 1.32% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.4% | 1.38% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -4.3% | 0.36% | −0.01 |
| XYZ Block Inc. | Reduce -1.0% | 0.45% | +0.00 |
| FVAL Fidelity Value Factor ETF | Reduce -1.2% | 1.14% | +0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -2.0% | 1.32% | +0.01 |
| ADPT Adaptive Biotechnologies | Reduce -4.3% | 0.08% | +0.02 |
| DGRO iShares Core Dividend Growth | Reduce -1.9% | 0.61% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Reduce -1.2% | 0.41% | +0.04 |
| PRF Invesco Rafi US 1000 ETF | Reduce -2.0% | 2.16% | +0.04 |
| ENPH Enphase Energy Inc. | Reduce -1.1% | 0.58% | +0.05 |
| ILMN Illumina Inc. | Reduce -0.9% | 0.32% | +0.05 |
| EDV Vanguard Extended Dur Treas | Reduce -1.0% | 1.32% | +0.06 |
| AVAV Aerovironment Inc. | Reduce -1.1% | 1.29% | +0.07 |
| SHOP Shopify Inc. Class A | Reduce -1.1% | 0.52% | +0.07 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -0.1% | 2.19% | +0.08 |
| ASPN Aspen Aerogels Inc. | Reduce -3.0% | 0.95% | +0.08 |
| SABR Sabre Corp. | Reduce -1.1% | 0.34% | +0.08 |
| KTOS Kratos Defense & Security | Reduce -1.0% | 0.78% | +0.08 |
| MTZ Mastec Inc. | Reduce -1.1% | 0.92% | +0.09 |
| FSLR First Solar Inc. | Reduce -1.1% | 1.53% | +0.09 |
| TYL Tyler Technologies Inc. | Reduce -0.9% | 1.12% | +0.12 |
| SNCR Synchronoss Technologies Inc. | Reduce -3.0% | 0.41% | +0.14 |
| GEV GE Vernova Inc. | Reduce -0.0% | 0.57% | +0.18 |
Portfolio Buys Q2 2024 → Q3 2024
| MU Micron Technology Inc. | New | 1.21% | +1.21 |
| DDOG Datadog Inc. Class A | New | 0.86% | +0.86 |
| HLIT Harmonic Inc. | New | 0.66% | +0.66 |
| PLTR Palantir Technologies Inc. Class A | Add +0.5% | 1.60% | +0.48 |
| AXP American Express Co. | Add +0.5% | 2.95% | +0.37 |
| AMD Advanced Micro Devices | Add +38.1% | 1.25% | +0.33 |
| GE General Electric | Add +0.4% | 1.73% | +0.24 |
| BA The Boeing Co. | Add +51.3% | 1.25% | +0.23 |
| JOBY Joby Aviation Inc. | New | 0.23% | +0.23 |
| META Meta Platforms Inc. Class A | Add +0.4% | 2.04% | +0.20 |
| RTX RTX Corp. | Add +0.6% | 1.30% | +0.20 |
| ISRG Intuitive Surgical Inc. | Add +0.5% | 2.58% | +0.19 |
| U Unity Software Inc. | Add +56.3% | 0.30% | +0.16 |
| CERS Cerus Corp. | Add +87.1% | 0.33% | +0.15 |
| EVTR Eaton Vance Total Return | Add +1.4% | 4.69% | +0.13 |
| TTD Trade Desk Inc./the Class A | Add +1.4% | 1.36% | +0.13 |
| BOND PIMCO Active Bond Exchange-T | Add +1.6% | 4.40% | +0.11 |
| BSX Boston Scientific Corp. | Add +1.6% | 1.42% | +0.10 |
| DVY iShares Select Dividend ETF | Add +2.3% | 0.99% | +0.10 |
| ADSK Autodesk Inc. | Add +0.2% | 1.24% | +0.10 |
| JEPI JPMorgan Equity Premium Inco | Add +0.2% | 4.00% | +0.09 |
| BLV Vanguard Long-Term Bond ETF | Add +3.5% | 1.09% | +0.08 |
| CRM Salesforce Inc. | Add +0.5% | 2.01% | +0.08 |
| VICR Vicor Corp. | Add +0.2% | 0.39% | +0.07 |
| PFF iShares Preferred & Income S | Add +3.5% | 1.18% | +0.07 |
| ETN Eaton Corp. PLC | Add +0.6% | 1.83% | +0.06 |
| MS Morgan Stanley | Add +0.6% | 1.02% | +0.05 |
| MRSH Marsh & McLennan Cos | Add +0.6% | 1.13% | +0.04 |
| AEHR Aehr Test Systems | Add +3.5% | 0.28% | +0.04 |
| CGMS Cap Group US Multi-Sect Bond | Add +0.2% | 2.27% | +0.02 |
| MRVL Marvell Technology Inc. | Add +0.5% | 1.90% | +0.02 |
| UBER Uber Technologies Inc. | Add +0.4% | 1.54% | +0.01 |
| CHPT Chargepoint Holdings Inc. | Add +1.3% | 0.16% | −0.02 |
| INDI Indie Semiconductor Inc. Class A | Add +33.2% | 0.28% | −0.05 |
| HON Honeywell International Inc. | Add +0.5% | 1.42% | −0.08 |
| LLY Eli Lilly & Co. | Add +0.6% | 2.18% | −0.10 |
| AMZN Amazon.com Inc. | Add +0.5% | 2.91% | −0.18 |
| INTU Intuit Inc. | Add +0.5% | 2.26% | −0.19 |
| MSFT Microsoft Corp. | Add +0.5% | 3.15% | −0.20 |
| SNPS Synopsys Inc. | Add +0.8% | 1.50% | −0.30 |
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 |