Bouvel Investment Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), Bouvel Investment Partners, LLC reported 73 stock positions worth $295.6 million. Its top holding was Eaton Vance Total Return (EVTR) at 4.3% of the portfolio, followed by PIMCO Active Bond Exchange-T (BOND, 4.2%) and Nvidia (NVDA, 4.1%). Compared with Q1 2025, it opened 22 new positions, sold out of 26, added to 27 and reduced 24. The biggest buy was a new position in Cap Group Dividend Value (CGDV) and the biggest sale an exit from American Express (AXP).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIXVILLE, PA
- CIK
- 0001839122
- Portfolio Value
- $295.6M (Q2 2025)
- SEC Filing
- 0001085146-25-003772 ↗ filed Jul 11, 2025
Holdings Value
Holdings 73 stocks · $295.6M
| EVTR Eaton Vance Total Return | 4.32% | 251,147 | $12.8M | Add +4.3% |
| BOND PIMCO Active Bond Exchange-T | 4.17% | 133,748 | $12.3M | Add +8.1% |
| NVDA Nvidia Corp. | 4.11% | 76,961 | $12.2M | Add +3.2% |
| PLTR Palantir Technologies Inc. Class A | 4.05% | 87,753 | $12.0M | Reduce -23.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 3.61% | 269,954 | $10.7M | New |
| MSFT Microsoft Corp. | 3.33% | 19,805 | $9.9M | Add +1.7% |
| AVGO Broadcom Inc. | 3.31% | 35,531 | $9.8M | New |
| AMZN Amazon.com Inc. | 3.12% | 42,077 | $9.2M | Add +1.4% |
| JEPI JPMorgan Equity Premium Inco | 2.73% | 142,025 | $8.1M | Reduce -20.6% |
| ISRG Intuitive Surgical Inc. | 2.63% | 14,327 | $7.8M | Add +2.7% |
| INTU Intuit Inc. | 2.60% | 9,768 | $7.7M | Add +0.9% |
| META Meta Platforms Inc. Class A | 2.38% | 9,545 | $7.0M | Add +0.6% |
| KKR KKR & Co. Inc. | 2.23% | 49,637 | $6.6M | New |
| PANW Palo Alto Networks Inc. | 2.15% | 31,076 | $6.4M | Add +103.3% |
| GE General Electric filed as GE AEROSPACE | 2.15% | 24,658 | $6.3M | Add +1.1% |
| FISV Fiserv Inc. | 2.06% | 35,301 | $6.1M | New |
| CGMS Cap Group US Multi-Sect Bond | 2.05% | 219,457 | $6.1M | Add +1.4% |
| IWY iShares Russell Top 200 Grow | 1.96% | 23,446 | $5.8M | New |
| MRVL Marvell Technology Inc. | 1.90% | 72,628 | $5.6M | Add +3.8% |
| CRM Salesforce Inc. | 1.82% | 19,696 | $5.4M | Add +0.9% |
| ETN Eaton Corp. PLC | 1.81% | 14,998 | $5.4M | Add +2.2% |
| LLY Eli Lilly & Co. | 1.78% | 6,737 | $5.3M | Add +3.0% |
| UBER Uber Technologies Inc. | 1.73% | 54,792 | $5.1M | Add +0.8% |
| BSX Boston Scientific Corp. | 1.67% | 45,948 | $4.9M | Add +1.8% |
| HON Honeywell International Inc. | 1.46% | 18,562 | $4.3M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 1.44% | 24,121 | $4.3M | Add +1.4% |
| RTX RTX Corp. | 1.44% | 29,079 | $4.2M | Add +1.8% |
| SNPS Synopsys Inc. | 1.38% | 7,968 | $4.1M | Add +1.3% |
| KTOS Kratos Defense & Security | 1.31% | 83,138 | $3.9M | Reduce -6.2% |
| IVW iShares S&P 500 Growth ETF | 1.28% | 34,354 | $3.8M | Reduce -10.0% |
| ADSK Autodesk Inc. | 1.26% | 12,033 | $3.7M | Add +0.4% |
| PRF Invesco Rafi US 1000 ETF | 1.11% | 77,869 | $3.3M | Reduce -44.8% |
| MTZ Mastec Inc. | 1.11% | 19,237 | $3.3M | Reduce -2.8% |
| MINT PIMCO Enhanced Short Maturit | 1.10% | 32,436 | $3.3M | New |
| PFF iShares Preferred & Income S | 1.10% | 106,017 | $3.3M | Add +11.9% |
| SMR Nuscale Power Corp. | 1.07% | 80,287 | $3.2M | New |
| MRSH Marsh & McLennan Cos | 1.01% | 13,639 | $3.0M | Add +1.2% |
| TYL Tyler Technologies Inc. | 0.99% | 4,945 | $2.9M | Reduce -2.8% |
| FVAL Fidelity Value Factor ETF | 0.98% | 45,304 | $2.9M | Reduce -9.6% |
| PWR Quanta Services Inc. | 0.95% | 7,415 | $2.8M | New |
| FSLR First Solar Inc. | 0.90% | 16,116 | $2.7M | Reduce -1.3% |
| COIN Coinbase Global Inc. Class A | 0.90% | 7,599 | $2.7M | New |
| TEM Tempus AI Inc. Class A | 0.86% | 39,934 | $2.5M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.82% | 4,749 | $2.4M | New |
| SMCI Super Micro Computer Inc. | 0.79% | 47,381 | $2.3M | New |
| ZS Zscaler Inc. | 0.77% | 7,275 | $2.3M | Reduce -58.0% |
| OKLO Oklo Inc. | 0.77% | 40,416 | $2.3M | New |
| VRT Vertiv Holdings Co. Class A | 0.73% | 16,819 | $2.2M | Add +53.2% |
| QBTS D-Wave Quantum Inc. | 0.73% | 146,492 | $2.1M | New |
| JPIB JPMorgan Intl BND ETF | 0.72% | 43,523 | $2.1M | New |
| SHY iShares 1-3 Year Treasury Bo | 0.71% | 25,481 | $2.1M | New |
| TER Teradyne Inc. | 0.67% | 22,183 | $2.0M | Reduce -1.5% |
| TBF Proshares Short 20+ Treasury | 0.66% | 80,967 | $2.0M | New |
| ADBE Adobe Inc. | 0.62% | 4,750 | $1.8M | Reduce -7.7% |
| SYM Symbotic Inc. | 0.58% | 44,143 | $1.7M | New |
| PYPL PayPal Holdings Inc. | 0.58% | 23,030 | $1.7M | New |
| MRCY Mercury Systems Inc. | 0.56% | 30,808 | $1.7M | New |
| DGRO iShares Core Dividend Growth | 0.55% | 25,421 | $1.6M | Reduce -1.0% |
| CRSP Crispr Therapeutics AG | 0.51% | 31,161 | $1.5M | Add +43.6% |
| ITOT iShares Core S&P Total U.S. | 0.43% | 9,420 | $1.3M | Add +22.2% |
| JOBY Joby Aviation Inc. | 0.43% | 120,111 | $1.3M | Reduce -1.7% |
| MPWR Monolithic Power Systems Inc. | 0.38% | 1,523 | $1.1M | New |
| VICR Vicor Corp. | 0.36% | 23,302 | $1.1M | Reduce -5.1% |
| SRTA Strata Critical Medical Inc. filed as BLADE AIR MOBILITY INC | 0.35% | 255,470 | $1.0M | Reduce -5.0% |
| HUBS HubSpot Inc. | 0.33% | 1,739 | $968K | Reduce -1.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.25% | 2,548 | $725K | Reduce -82.3% |
| AEHR Aehr Test Systems | 0.24% | 54,802 | $709K | Reduce -5.9% |
| AUR Aurora Innovation Inc. | 0.24% | 133,086 | $697K | New |
| CERS Cerus Corp. | 0.23% | 486,063 | $685K | Reduce -3.8% |
| INDI Indie Semiconductor Inc. Class A | 0.22% | 180,972 | $644K | Reduce -2.8% |
| ILMN Illumina Inc. | 0.19% | 5,993 | $572K | Reduce -7.7% |
| ADPT Adaptive Biotechnologies | 0.17% | 41,974 | $489K | Reduce -4.3% |
| DVY iShares Select Dividend ETF | 0.10% | 2,335 | $310K | Reduce -88.0% |
Portfolio Sells Q1 2025 → Q2 2025
| AXP American Express Co. | Sold out | 0.00% | −2.95 |
| QUS SS SPDR MSCI U Stratfact ETF | Sold out | 0.00% | −2.19 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −1.36 |
| EDV Vanguard Extended Dur Treas | Sold out | 0.00% | −1.32 |
| SPSC SPS Commerce Inc. | Sold out | 0.00% | −1.32 |
| AVAV Aerovironment Inc. | Sold out | 0.00% | −1.29 |
| JEPI JPMorgan Equity Premium Inco | Reduce -20.6% | 2.73% | −1.27 |
| BA The Boeing Co. | Sold out | 0.00% | −1.25 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −1.25 |
| MU Micron Technology Inc. | Sold out | 0.00% | −1.21 |
| BLV Vanguard Long-Term Bond ETF | Sold out | 0.00% | −1.09 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -82.3% | 0.25% | −1.07 |
| PRF Invesco Rafi US 1000 ETF | Reduce -44.8% | 1.11% | −1.04 |
| MS Morgan Stanley | Sold out | 0.00% | −1.02 |
| ASPN Aspen Aerogels Inc. | Sold out | 0.00% | −0.95 |
| DVY iShares Select Dividend ETF | Reduce -88.0% | 0.10% | −0.88 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.86 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.67 |
| HLIT Harmonic Inc. | Sold out | 0.00% | −0.66 |
| FSLR First Solar Inc. | Reduce -1.3% | 0.90% | −0.63 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.58 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.57 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.52 |
| THRM Gentherm Inc. | Sold out | 0.00% | −0.48 |
| TER Teradyne Inc. | Reduce -1.5% | 0.67% | −0.46 |
| OLED Universal Display Corp. | Sold out | 0.00% | −0.46 |
| XYZ Block Inc. | Sold out | 0.00% | −0.45 |
| SNCR Synchronoss Technologies Inc. | Sold out | 0.00% | −0.41 |
| ADBE Adobe Inc. | Reduce -7.7% | 0.62% | −0.38 |
| SABR Sabre Corp. | Sold out | 0.00% | −0.34 |
| ZS Zscaler Inc. | Reduce -58.0% | 0.77% | −0.34 |
| PLUG Plug Power Inc. | Sold out | 0.00% | −0.32 |
| U Unity Software Inc. | Sold out | 0.00% | −0.30 |
| FVAL Fidelity Value Factor ETF | Reduce -9.6% | 0.98% | −0.16 |
| CHPT Chargepoint Holdings Inc. | Sold out | 0.00% | −0.16 |
| ILMN Illumina Inc. | Reduce -7.7% | 0.19% | −0.13 |
| TYL Tyler Technologies Inc. | Reduce -2.8% | 0.99% | −0.12 |
| CERS Cerus Corp. | Reduce -3.8% | 0.23% | −0.10 |
| IVW iShares S&P 500 Growth ETF | Reduce -10.0% | 1.28% | −0.10 |
| INDI Indie Semiconductor Inc. Class A | Reduce -2.8% | 0.22% | −0.06 |
| DGRO iShares Core Dividend Growth | Reduce -1.0% | 0.55% | −0.06 |
| AEHR Aehr Test Systems | Reduce -5.9% | 0.24% | −0.04 |
| VICR Vicor Corp. | Reduce -5.1% | 0.36% | −0.03 |
| HUBS HubSpot Inc. | Reduce -1.8% | 0.33% | −0.03 |
| SRTA Strata Critical Medical Inc. | Reduce -5.0% | 0.35% | +0.05 |
| ADPT Adaptive Biotechnologies | Reduce -4.3% | 0.17% | +0.08 |
| MTZ Mastec Inc. | Reduce -2.8% | 1.11% | +0.19 |
| JOBY Joby Aviation Inc. | Reduce -1.7% | 0.43% | +0.20 |
| KTOS Kratos Defense & Security | Reduce -6.2% | 1.31% | +0.53 |
| PLTR Palantir Technologies Inc. Class A | Reduce -23.1% | 4.05% | +2.45 |
Portfolio Buys Q1 2025 → Q2 2025
| CGDV Cap Group Dividend Value | New | 3.61% | +3.61 |
| AVGO Broadcom Inc. | New | 3.31% | +3.31 |
| KKR KKR & Co. Inc. | New | 2.23% | +2.23 |
| FISV Fiserv Inc. | New | 2.06% | +2.06 |
| IWY iShares Russell Top 200 Grow | New | 1.96% | +1.96 |
| MINT PIMCO Enhanced Short Maturit | New | 1.10% | +1.10 |
| SMR Nuscale Power Corp. | New | 1.07% | +1.07 |
| PWR Quanta Services Inc. | New | 0.95% | +0.95 |
| COIN Coinbase Global Inc. Class A | New | 0.90% | +0.90 |
| TEM Tempus AI Inc. Class A | New | 0.86% | +0.86 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.82% | +0.82 |
| SMCI Super Micro Computer Inc. | New | 0.79% | +0.79 |
| OKLO Oklo Inc. | New | 0.77% | +0.77 |
| QBTS D-Wave Quantum Inc. | New | 0.73% | +0.73 |
| JPIB JPMorgan Intl BND ETF | New | 0.72% | +0.72 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.71% | +0.71 |
| NVDA Nvidia Corp. | Add +3.2% | 4.11% | +0.71 |
| TBF Proshares Short 20+ Treasury | New | 0.66% | +0.66 |
| SYM Symbotic Inc. | New | 0.58% | +0.58 |
| PYPL PayPal Holdings Inc. | New | 0.58% | +0.58 |
| MRCY Mercury Systems Inc. | New | 0.56% | +0.56 |
| GE General Electric | Add +1.1% | 2.15% | +0.42 |
| MPWR Monolithic Power Systems Inc. | New | 0.38% | +0.38 |
| INTU Intuit Inc. | Add +0.9% | 2.60% | +0.34 |
| META Meta Platforms Inc. Class A | Add +0.6% | 2.38% | +0.34 |
| VRT Vertiv Holdings Co. Class A | Add +53.2% | 0.73% | +0.32 |
| BSX Boston Scientific Corp. | Add +1.8% | 1.67% | +0.25 |
| AUR Aurora Innovation Inc. | New | 0.24% | +0.24 |
| AMZN Amazon.com Inc. | Add +1.4% | 3.12% | +0.22 |
| UBER Uber Technologies Inc. | Add +0.8% | 1.73% | +0.19 |
| PANW Palo Alto Networks Inc. | Add +103.3% | 2.15% | +0.19 |
| MSFT Microsoft Corp. | Add +1.7% | 3.33% | +0.18 |
| RTX RTX Corp. | Add +1.8% | 1.44% | +0.13 |
| CRSP Crispr Therapeutics AG | Add +43.6% | 0.51% | +0.13 |
| ITOT iShares Core S&P Total U.S. | Add +22.2% | 0.43% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +2.7% | 2.63% | +0.06 |
| HON Honeywell International Inc. | Add +1.9% | 1.46% | +0.05 |
| ADSK Autodesk Inc. | Add +0.4% | 1.26% | +0.02 |
| MRVL Marvell Technology Inc. | Add +3.8% | 1.90% | +0.00 |
| ETN Eaton Corp. PLC | Add +2.2% | 1.81% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 1.44% | −0.05 |
| PFF iShares Preferred & Income S | Add +11.9% | 1.10% | −0.08 |
| SNPS Synopsys Inc. | Add +1.3% | 1.38% | −0.12 |
| MRSH Marsh & McLennan Cos | Add +1.2% | 1.01% | −0.12 |
| CRM Salesforce Inc. | Add +0.9% | 1.82% | −0.19 |
| CGMS Cap Group US Multi-Sect Bond | Add +1.4% | 2.05% | −0.22 |
| BOND PIMCO Active Bond Exchange-T | Add +8.1% | 4.17% | −0.23 |
| EVTR Eaton Vance Total Return | Add +4.3% | 4.32% | −0.37 |
| LLY Eli Lilly & Co. | Add +3.0% | 1.78% | −0.40 |
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 |