Bouvel Investment Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Bouvel Investment Partners, LLC reported 78 stock positions worth $277.5 million. Its top holding was Eaton Vance Total Return (EVTR) at 4.2% of the portfolio, followed by PIMCO Active Bond Exchange-T (BOND, 4.0%) and Nvidia (NVDA, 3.7%). Compared with Q3 2024, it opened 7 new positions, sold out of 6, added to 40 and reduced 31. The biggest buy was a new position in iShares Morningstar Mid-Cap (IMCG) and the biggest sale an exit from Vanguard Extended Dur Treas (EDV).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIXVILLE, PA
- CIK
- 0001839122
- Portfolio Value
- $277.5M (Q4 2024)
- SEC Filing
- 0001085146-25-000214 ↗ filed Jan 15, 2025
Holdings Value
Holdings 78 stocks · $277.5M
| EVTR Eaton Vance Total Return | 4.24% | 235,817 | $11.8M | Reduce -2.1% |
| BOND PIMCO Active Bond Exchange-T | 3.97% | 121,748 | $11.0M | Reduce -1.6% |
| NVDA Nvidia Corp. | 3.71% | 76,704 | $10.3M | Add +2.9% |
| JEPI JPMorgan Equity Premium Inco | 3.66% | 176,686 | $10.2M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 3.32% | 41,986 | $9.2M | Add +1.2% |
| AXP American Express Co. | 3.14% | 29,323 | $8.7M | Add +1.4% |
| PLTR Palantir Technologies Inc. Class A | 3.03% | 111,121 | $8.4M | Reduce -2.6% |
| MSFT Microsoft Corp. | 3.01% | 19,803 | $8.3M | Add +1.7% |
| MRVL Marvell Technology Inc. | 2.84% | 71,392 | $7.9M | Add +2.1% |
| ISRG Intuitive Surgical Inc. | 2.70% | 14,356 | $7.5M | Add +2.9% |
| CRM Salesforce Inc. | 2.38% | 19,733 | $6.6M | Add +1.1% |
| INTU Intuit Inc. | 2.21% | 9,746 | $6.1M | Add +0.7% |
| CGMS Cap Group US Multi-Sect Bond | 2.11% | 214,744 | $5.9M | Reduce -0.8% |
| QUS SS SPDR MSCI U Stratfact ETF | 2.04% | 36,543 | $5.7M | Reduce -1.3% |
| PANW Palo Alto Networks Inc. | 2.04% | 31,066 | $5.7M | Add +1.6% |
| META Meta Platforms Inc. Class A | 2.02% | 9,570 | $5.6M | Add +0.8% |
| PRF Invesco Rafi US 1000 ETF | 1.99% | 137,124 | $5.5M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 1.85% | 6,644 | $5.1M | Add +1.6% |
| ETN Eaton Corp. PLC | 1.79% | 14,937 | $5.0M | Add +1.8% |
| IMCG iShares Morningstar Mid-Cap | 1.66% | 61,080 | $4.6M | New |
| GOOGL Alphabet Inc. Class A | 1.64% | 24,054 | $4.6M | Add +1.1% |
| HON Honeywell International Inc. | 1.50% | 18,467 | $4.2M | Add +1.4% |
| GE General Electric filed as GE AEROSPACE | 1.48% | 24,622 | $4.1M | Add +1.0% |
| BSX Boston Scientific Corp. | 1.48% | 45,907 | $4.1M | Add +1.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.42% | 33,551 | $3.9M | Add +2.0% |
| BA The Boeing Co. | 1.38% | 21,616 | $3.8M | Reduce -1.1% |
| IVW iShares S&P 500 Growth ETF | 1.36% | 37,134 | $3.8M | Reduce -2.8% |
| SNPS Synopsys Inc. | 1.36% | 7,765 | $3.8M | Reduce -1.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.28% | 14,048 | $3.6M | Reduce -2.3% |
| ADSK Autodesk Inc. | 1.28% | 12,051 | $3.6M | Add +0.5% |
| DVY iShares Select Dividend ETF | 1.24% | 26,236 | $3.4M | Add +35.2% |
| SPSC SPS Commerce Inc. | 1.21% | 18,258 | $3.4M | Add +1.1% |
| MS Morgan Stanley | 1.21% | 26,611 | $3.3M | Add +2.6% |
| RTX RTX Corp. | 1.20% | 28,788 | $3.3M | Add +0.8% |
| UBER Uber Technologies Inc. | 1.19% | 54,701 | $3.3M | Add +0.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.18% | 57,844 | $3.3M | Add +78.5% |
| ZS Zscaler Inc. | 1.14% | 17,547 | $3.2M | Add +1.4% |
| PFF iShares Preferred & Income S | 1.09% | 95,770 | $3.0M | Add +1.1% |
| TYL Tyler Technologies Inc. | 1.07% | 5,139 | $3.0M | Add +1.0% |
| FVAL Fidelity Value Factor ETF | 1.07% | 48,142 | $3.0M | Reduce -4.0% |
| FSLR First Solar Inc. | 1.05% | 16,514 | $2.9M | Add +1.1% |
| MRSH Marsh & McLennan Cos | 1.04% | 13,626 | $2.9M | Add +1.1% |
| TER Teradyne Inc. | 1.04% | 22,810 | $2.9M | Add +1.3% |
| MINT PIMCO Enhanced Short Maturit | 1.02% | 28,260 | $2.8M | New |
| DDOG Datadog Inc. Class A | 1.01% | 19,700 | $2.8M | Reduce -0.3% |
| MTZ Mastec Inc. | 0.98% | 20,019 | $2.7M | Add +1.2% |
| AVAV Aerovironment Inc. | 0.96% | 17,274 | $2.7M | Add +1.0% |
| MU Micron Technology Inc. | 0.94% | 31,033 | $2.6M | Reduce -0.0% |
| AMD Advanced Micro Devices | 0.86% | 19,667 | $2.4M | Reduce -2.6% |
| KTOS Kratos Defense & Security | 0.82% | 86,609 | $2.3M | Reduce -2.3% |
| ADBE Adobe Inc. | 0.79% | 4,938 | $2.2M | Reduce -4.1% |
| GEV GE Vernova Inc. | 0.71% | 6,013 | $2.0M | Add +0.7% |
| SHOP Shopify Inc. Class A | 0.67% | 17,552 | $1.9M | Add +1.0% |
| HLIT Harmonic Inc. | 0.56% | 118,445 | $1.6M | Reduce -1.7% |
| XYZ Block Inc. | 0.55% | 18,093 | $1.5M | Add +1.3% |
| DGRO iShares Core Dividend Growth | 0.55% | 24,948 | $1.5M | Reduce -2.8% |
| SMCI Super Micro Computer Inc. | 0.51% | 46,785 | $1.4M | New |
| MRCY Mercury Systems Inc. | 0.47% | 31,113 | $1.3M | New |
| VRT Vertiv Holdings Co. Class A | 0.45% | 11,097 | $1.3M | Add +1.1% |
| HUBS HubSpot Inc. | 0.45% | 1,807 | $1.3M | Add +2.0% |
| VICR Vicor Corp. | 0.43% | 24,790 | $1.2M | Add +1.0% |
| SRTA Strata Critical Medical Inc. filed as BLADE AIR MOBILITY INC | 0.41% | 265,433 | $1.1M | Reduce -1.3% |
| SYM Symbotic Inc. | 0.38% | 44,539 | $1.1M | New |
| TEM Tempus AI Inc. Class A | 0.37% | 30,486 | $1.0M | New |
| JOBY Joby Aviation Inc. | 0.36% | 123,862 | $1.0M | Add +1.4% |
| SMR Nuscale Power Corp. | 0.35% | 54,254 | $973K | New |
| AEHR Aehr Test Systems | 0.35% | 57,589 | $958K | Reduce -1.1% |
| ITOT iShares Core S&P Total U.S. | 0.33% | 7,130 | $917K | Reduce -7.5% |
| CRSP Crispr Therapeutics AG | 0.31% | 21,846 | $860K | Add +0.7% |
| ILMN Illumina Inc. | 0.31% | 6,360 | $850K | Reduce -2.1% |
| U Unity Software Inc. | 0.28% | 35,015 | $787K | Reduce -1.6% |
| CERS Cerus Corp. | 0.28% | 496,782 | $765K | Reduce -1.6% |
| ASPN Aspen Aerogels Inc. | 0.28% | 64,363 | $765K | Reduce -29.3% |
| INDI Indie Semiconductor Inc. Class A | 0.27% | 182,323 | $738K | Reduce -2.0% |
| SNCR Synchronoss Technologies Inc. | 0.25% | 72,140 | $693K | Reduce -0.5% |
| ADPT Adaptive Biotechnologies | 0.09% | 43,805 | $263K | Reduce -0.2% |
| SABR Sabre Corp. | 0.01% | 10,000 | $37K | Reduce -96.0% |
| PLUG Plug Power Inc. | 0.01% | 15,000 | $32K | Reduce -96.0% |
Portfolio Sells Q3 2024 → Q4 2024
| EDV Vanguard Extended Dur Treas | Sold out | 0.00% | −1.32 |
| BLV Vanguard Long-Term Bond ETF | Sold out | 0.00% | −1.09 |
| ASPN Aspen Aerogels Inc. | Reduce -29.3% | 0.28% | −0.67 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.58 |
| THRM Gentherm Inc. | Sold out | 0.00% | −0.48 |
| OLED Universal Display Corp. | Sold out | 0.00% | −0.46 |
| EVTR Eaton Vance Total Return | Reduce -2.1% | 4.24% | −0.46 |
| BOND PIMCO Active Bond Exchange-T | Reduce -1.6% | 3.97% | −0.44 |
| AMD Advanced Micro Devices | Reduce -2.6% | 0.86% | −0.39 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.2% | 3.66% | −0.34 |
| SABR Sabre Corp. | Reduce -96.0% | 0.01% | −0.33 |
| PLUG Plug Power Inc. | Reduce -96.0% | 0.01% | −0.31 |
| MU Micron Technology Inc. | Reduce -0.0% | 0.94% | −0.27 |
| ADBE Adobe Inc. | Reduce -4.1% | 0.79% | −0.21 |
| CHPT Chargepoint Holdings Inc. | Sold out | 0.00% | −0.16 |
| PRF Invesco Rafi US 1000 ETF | Reduce -2.8% | 1.99% | −0.16 |
| SNCR Synchronoss Technologies Inc. | Reduce -0.5% | 0.25% | −0.16 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -0.8% | 2.11% | −0.15 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -1.3% | 2.04% | −0.15 |
| SNPS Synopsys Inc. | Reduce -1.3% | 1.36% | −0.14 |
| HLIT Harmonic Inc. | Reduce -1.7% | 0.56% | −0.10 |
| FVAL Fidelity Value Factor ETF | Reduce -4.0% | 1.07% | −0.08 |
| CERS Cerus Corp. | Reduce -1.6% | 0.28% | −0.05 |
| DGRO iShares Core Dividend Growth | Reduce -2.8% | 0.55% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Reduce -7.5% | 0.33% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -2.3% | 1.28% | −0.03 |
| U Unity Software Inc. | Reduce -1.6% | 0.28% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.8% | 1.36% | −0.02 |
| INDI Indie Semiconductor Inc. Class A | Reduce -2.0% | 0.27% | −0.01 |
| ILMN Illumina Inc. | Reduce -2.1% | 0.31% | −0.01 |
| ADPT Adaptive Biotechnologies | Reduce -0.2% | 0.09% | +0.01 |
| KTOS Kratos Defense & Security | Reduce -2.3% | 0.82% | +0.05 |
| AEHR Aehr Test Systems | Reduce -1.1% | 0.35% | +0.06 |
| SRTA Strata Critical Medical Inc. | Reduce -1.3% | 0.41% | +0.11 |
| BA The Boeing Co. | Reduce -1.1% | 1.38% | +0.13 |
| DDOG Datadog Inc. Class A | Reduce -0.3% | 1.01% | +0.16 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.6% | 3.03% | +1.43 |
Portfolio Buys Q3 2024 → Q4 2024
| IMCG iShares Morningstar Mid-Cap | New | 1.66% | +1.66 |
| MINT PIMCO Enhanced Short Maturit | New | 1.02% | +1.02 |
| MRVL Marvell Technology Inc. | Add +2.1% | 2.84% | +0.94 |
| SMCI Super Micro Computer Inc. | New | 0.51% | +0.51 |
| JEPQ JPM Nasdaq Equity Premium | Add +78.5% | 1.18% | +0.51 |
| MRCY Mercury Systems Inc. | New | 0.47% | +0.47 |
| AMZN Amazon.com Inc. | Add +1.2% | 3.32% | +0.41 |
| SYM Symbotic Inc. | New | 0.38% | +0.38 |
| TEM Tempus AI Inc. Class A | New | 0.37% | +0.37 |
| CRM Salesforce Inc. | Add +1.1% | 2.38% | +0.37 |
| SMR Nuscale Power Corp. | New | 0.35% | +0.35 |
| NVDA Nvidia Corp. | Add +2.9% | 3.71% | +0.31 |
| DVY iShares Select Dividend ETF | Add +35.2% | 1.24% | +0.26 |
| MS Morgan Stanley | Add +2.6% | 1.21% | +0.19 |
| AXP American Express Co. | Add +1.4% | 3.14% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 1.64% | +0.16 |
| SHOP Shopify Inc. Class A | Add +1.0% | 0.67% | +0.15 |
| GEV GE Vernova Inc. | Add +0.7% | 0.71% | +0.14 |
| JOBY Joby Aviation Inc. | Add +1.4% | 0.36% | +0.13 |
| ISRG Intuitive Surgical Inc. | Add +2.9% | 2.70% | +0.12 |
| XYZ Block Inc. | Add +1.3% | 0.55% | +0.10 |
| HUBS HubSpot Inc. | Add +2.0% | 0.45% | +0.10 |
| HON Honeywell International Inc. | Add +1.4% | 1.50% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +1.6% | 2.04% | +0.07 |
| MTZ Mastec Inc. | Add +1.2% | 0.98% | +0.07 |
| TTD Trade Desk Inc./the Class A | Add +2.0% | 1.42% | +0.06 |
| BSX Boston Scientific Corp. | Add +1.7% | 1.48% | +0.05 |
| VRT Vertiv Holdings Co. Class A | Add +1.1% | 0.45% | +0.04 |
| VICR Vicor Corp. | Add +1.0% | 0.43% | +0.04 |
| ADSK Autodesk Inc. | Add +0.5% | 1.28% | +0.04 |
| ZS Zscaler Inc. | Add +1.4% | 1.14% | +0.03 |
| META Meta Platforms Inc. Class A | Add +0.8% | 2.02% | −0.02 |
| ETN Eaton Corp. PLC | Add +1.8% | 1.79% | −0.04 |
| TYL Tyler Technologies Inc. | Add +1.0% | 1.07% | −0.05 |
| INTU Intuit Inc. | Add +0.7% | 2.21% | −0.05 |
| CRSP Crispr Therapeutics AG | Add +0.7% | 0.31% | −0.07 |
| MRSH Marsh & McLennan Cos | Add +1.1% | 1.04% | −0.09 |
| PFF iShares Preferred & Income S | Add +1.1% | 1.09% | −0.10 |
| TER Teradyne Inc. | Add +1.3% | 1.04% | −0.10 |
| RTX RTX Corp. | Add +0.8% | 1.20% | −0.10 |
| SPSC SPS Commerce Inc. | Add +1.1% | 1.21% | −0.11 |
| MSFT Microsoft Corp. | Add +1.7% | 3.01% | −0.14 |
| GE General Electric | Add +1.0% | 1.48% | −0.25 |
| LLY Eli Lilly & Co. | Add +1.6% | 1.85% | −0.33 |
| AVAV Aerovironment Inc. | Add +1.0% | 0.96% | −0.33 |
| UBER Uber Technologies Inc. | Add +0.7% | 1.19% | −0.35 |
| FSLR First Solar Inc. | Add +1.1% | 1.05% | −0.48 |
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 |