Bouvel Investment Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Bouvel Investment Partners, LLC reported 78 stock positions worth $326.7 million. Its top holding was PIMCO Active Bond Exchange-T (BOND) at 4.3% of the portfolio, followed by Eaton Vance Total Return (EVTR, 3.8%) and Nvidia (NVDA, 3.6%). Compared with Q2 2025, it opened 8 new positions, sold out of 3, added to 31 and reduced 39. The biggest buy was a new position in Intel (INTC) and the biggest sale Palantir Technologies Class A (PLTR, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIXVILLE, PA
- CIK
- 0001839122
- Portfolio Value
- $326.7M (Q3 2025)
- SEC Filing
- 0001839122-25-000002 ↗ filed Oct 22, 2025
Holdings Value
Holdings 78 stocks · $326.7M
| BOND PIMCO Active Bond Exchange-T | 4.35% | 152,100 | $14.2M | Add +13.7% |
| EVTR Eaton Vance Total Return | 3.80% | 241,427 | $12.4M | Reduce -3.9% |
| NVDA Nvidia Corp. | 3.59% | 62,922 | $11.7M | Reduce -18.2% |
| AVGO Broadcom Inc. | 3.55% | 35,175 | $11.6M | Reduce -1.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 3.36% | 261,301 | $11.0M | Reduce -3.2% |
| MSFT Microsoft Corp. | 3.09% | 19,506 | $10.1M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 2.78% | 41,362 | $9.1M | Reduce -1.7% |
| PLTR Palantir Technologies Inc. Class A | 2.65% | 47,428 | $8.7M | Reduce -46.0% |
| JEPI JPMorgan Equity Premium Inco | 2.37% | 135,681 | $7.7M | Reduce -4.5% |
| GE General Electric filed as GE AEROSPACE | 2.25% | 24,442 | $7.4M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 2.12% | 9,438 | $6.9M | Reduce -1.1% |
| INTU Intuit Inc. | 2.01% | 9,606 | $6.6M | Reduce -1.7% |
| KKR KKR & Co. Inc. | 1.95% | 49,090 | $6.4M | Reduce -1.1% |
| ISRG Intuitive Surgical Inc. | 1.95% | 14,254 | $6.4M | Reduce -0.5% |
| IWY iShares Russell Top 200 Grow | 1.91% | 22,792 | $6.2M | Reduce -2.8% |
| PANW Palo Alto Networks Inc. | 1.91% | 30,630 | $6.2M | Reduce -1.4% |
| SHY iShares 1-3 Year Treasury Bo | 1.88% | 73,944 | $6.1M | Add +190.2% |
| MRVL Marvell Technology Inc. | 1.84% | 71,601 | $6.0M | Reduce -1.4% |
| CGMS Cap Group US Multi-Sect Bond | 1.80% | 211,872 | $5.9M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 1.77% | 23,774 | $5.8M | Reduce -1.4% |
| KTOS Kratos Defense & Security | 1.77% | 63,206 | $5.8M | Reduce -24.0% |
| INTC Intel Corp. | 1.73% | 168,394 | $5.6M | New |
| SNOW Snowflake Inc. | 1.73% | 25,020 | $5.6M | New |
| ETN Eaton Corp. PLC | 1.69% | 14,764 | $5.5M | Reduce -1.6% |
| UBER Uber Technologies Inc. | 1.61% | 53,851 | $5.3M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 1.57% | 6,728 | $5.1M | Reduce -0.1% |
| RTX RTX Corp. | 1.46% | 28,596 | $4.8M | Reduce -1.7% |
| IWF iShares Russell 1000 Growth | 1.46% | 10,188 | $4.8M | New |
| CRM Salesforce Inc. | 1.42% | 19,578 | $4.6M | Reduce -0.6% |
| OKLO Oklo Inc. | 1.40% | 41,070 | $4.6M | Add +1.6% |
| FISV Fiserv Inc. | 1.38% | 34,938 | $4.5M | Reduce -1.0% |
| BSX Boston Scientific Corp. | 1.36% | 45,456 | $4.4M | Reduce -1.1% |
| MTZ Mastec Inc. | 1.28% | 19,650 | $4.2M | Add +2.1% |
| IVW iShares S&P 500 Growth ETF | 1.23% | 33,259 | $4.0M | Reduce -3.2% |
| SNPS Synopsys Inc. | 1.18% | 7,833 | $3.9M | Reduce -1.7% |
| HON Honeywell International Inc. | 1.17% | 18,228 | $3.8M | Reduce -1.8% |
| QBTS D-Wave Quantum Inc. | 1.12% | 148,337 | $3.7M | Add +1.3% |
| FSLR First Solar Inc. | 1.10% | 16,309 | $3.6M | Add +1.2% |
| PFF iShares Preferred & Income S | 1.07% | 110,388 | $3.5M | Add +4.1% |
| PRF Invesco Rafi US 1000 ETF | 1.05% | 75,864 | $3.4M | Reduce -2.6% |
| TEM Tempus AI Inc. Class A | 1.00% | 40,483 | $3.3M | Add +1.4% |
| MINT PIMCO Enhanced Short Maturit | 0.97% | 31,618 | $3.2M | Reduce -2.5% |
| PWR Quanta Services Inc. | 0.96% | 7,594 | $3.1M | Add +2.4% |
| TER Teradyne Inc. | 0.95% | 22,627 | $3.1M | Add +2.0% |
| FVAL Fidelity Value Factor ETF | 0.93% | 43,876 | $3.0M | Reduce -3.1% |
| SMR Nuscale Power Corp. | 0.90% | 81,606 | $2.9M | Add +1.6% |
| MRSH Marsh & McLennan Cos | 0.83% | 13,425 | $2.7M | Reduce -1.6% |
| TYL Tyler Technologies Inc. | 0.80% | 5,021 | $2.6M | Add +1.5% |
| COIN Coinbase Global Inc. Class A | 0.80% | 7,771 | $2.6M | Add +2.3% |
| VRT Vertiv Holdings Co. Class A | 0.79% | 17,176 | $2.6M | Add +2.1% |
| IMCG iShares Morningstar Mid-Cap | 0.78% | 30,668 | $2.5M | New |
| MRCY Mercury Systems Inc. | 0.75% | 31,459 | $2.4M | Add +2.1% |
| SYM Symbotic Inc. | 0.73% | 44,479 | $2.4M | Add +0.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.73% | 4,848 | $2.4M | Add +2.1% |
| SMCI Super Micro Computer Inc. | 0.69% | 47,009 | $2.3M | Reduce -0.8% |
| JPIB JPMorgan Intl BND ETF | 0.69% | 45,697 | $2.2M | Add +5.0% |
| ZS Zscaler Inc. | 0.68% | 7,419 | $2.2M | Add +2.0% |
| CRSP Crispr Therapeutics AG | 0.63% | 31,747 | $2.1M | Add +1.9% |
| JOBY Joby Aviation Inc. | 0.61% | 122,666 | $2.0M | Add +2.1% |
| LITE Lumentum Holdings Inc. | 0.52% | 10,435 | $1.7M | New |
| DGRO iShares Core Dividend Growth | 0.51% | 24,623 | $1.7M | Reduce -3.1% |
| AEHR Aehr Test Systems | 0.51% | 55,077 | $1.7M | Add +0.5% |
| PYPL PayPal Holdings Inc. | 0.48% | 23,293 | $1.6M | Add +1.1% |
| MPWR Monolithic Power Systems Inc. | 0.44% | 1,556 | $1.4M | Add +2.2% |
| ITOT iShares Core S&P Total U.S. | 0.41% | 9,188 | $1.3M | Reduce -2.5% |
| EOSE Eos Energy Enterprises Inc. | 0.39% | 110,817 | $1.3M | New |
| SRTA Strata Critical Medical Inc. | 0.38% | 246,233 | $1.2M | Reduce -3.6% |
| VICR Vicor Corp. | 0.37% | 24,098 | $1.2M | Add +3.4% |
| TWLO Twilio Inc. Class A | 0.36% | 11,753 | $1.2M | New |
| HUBS HubSpot Inc. | 0.25% | 1,768 | $827K | Add +1.7% |
| CERS Cerus Corp. | 0.24% | 496,189 | $789K | Add +2.1% |
| INDI Indie Semiconductor Inc. Class A | 0.24% | 190,912 | $777K | Add +5.5% |
| AUR Aurora Innovation Inc. | 0.24% | 143,462 | $773K | Add +7.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.23% | 2,505 | $736K | Reduce -1.7% |
| ADPT Adaptive Biotechnologies | 0.20% | 42,878 | $641K | Add +2.1% |
| ILMN Illumina Inc. | 0.18% | 6,129 | $582K | Add +2.3% |
| DVY iShares Select Dividend ETF | 0.10% | 2,237 | $318K | Reduce -4.2% |
| PLUG Plug Power Inc. | 0.01% | 15,000 | $35K | New |
Portfolio Sells Q2 2025 → Q3 2025
| PLTR Palantir Technologies Inc. Class A | Reduce -46.0% | 2.65% | −1.40 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −1.26 |
| ISRG Intuitive Surgical Inc. | Reduce -0.5% | 1.95% | −0.68 |
| FISV Fiserv Inc. | Reduce -1.0% | 1.38% | −0.68 |
| TBF Proshares Short 20+ Treasury | Sold out | 0.00% | −0.66 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.62 |
| INTU Intuit Inc. | Reduce -1.7% | 2.01% | −0.59 |
| NVDA Nvidia Corp. | Reduce -18.2% | 3.59% | −0.52 |
| EVTR Eaton Vance Total Return | Reduce -3.9% | 3.80% | −0.52 |
| CRM Salesforce Inc. | Reduce -0.6% | 1.42% | −0.40 |
| JEPI JPMorgan Equity Premium Inco | Reduce -4.5% | 2.37% | −0.36 |
| AMZN Amazon.com Inc. | Reduce -1.7% | 2.78% | −0.34 |
| BSX Boston Scientific Corp. | Reduce -1.1% | 1.36% | −0.31 |
| HON Honeywell International Inc. | Reduce -1.8% | 1.17% | −0.29 |
| KKR KKR & Co. Inc. | Reduce -1.1% | 1.95% | −0.28 |
| META Meta Platforms Inc. Class A | Reduce -1.1% | 2.12% | −0.26 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -3.5% | 1.80% | −0.25 |
| CGDV Cap Group Dividend Value | Reduce -3.2% | 3.36% | −0.24 |
| PANW Palo Alto Networks Inc. | Reduce -1.4% | 1.91% | −0.24 |
| MSFT Microsoft Corp. | Reduce -1.5% | 3.09% | −0.24 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 1.57% | −0.20 |
| SNPS Synopsys Inc. | Reduce -1.7% | 1.18% | −0.20 |
| MRSH Marsh & McLennan Cos | Reduce -1.6% | 0.83% | −0.18 |
| MINT PIMCO Enhanced Short Maturit | Reduce -2.5% | 0.97% | −0.13 |
| ETN Eaton Corp. PLC | Reduce -1.6% | 1.69% | −0.12 |
| UBER Uber Technologies Inc. | Reduce -1.7% | 1.61% | −0.11 |
| SMCI Super Micro Computer Inc. | Reduce -0.8% | 0.69% | −0.10 |
| PRF Invesco Rafi US 1000 ETF | Reduce -2.6% | 1.05% | −0.06 |
| MRVL Marvell Technology Inc. | Reduce -1.4% | 1.84% | −0.06 |
| FVAL Fidelity Value Factor ETF | Reduce -3.1% | 0.93% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.2% | 1.23% | −0.05 |
| IWY iShares Russell Top 200 Grow | Reduce -2.8% | 1.91% | −0.05 |
| DGRO iShares Core Dividend Growth | Reduce -3.1% | 0.51% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.5% | 0.41% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.7% | 0.23% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -4.2% | 0.10% | −0.01 |
| RTX RTX Corp. | Reduce -1.7% | 1.46% | +0.03 |
| SRTA Strata Critical Medical Inc. | Reduce -3.6% | 0.38% | +0.03 |
| GE General Electric | Reduce -0.9% | 2.25% | +0.10 |
| AVGO Broadcom Inc. | Reduce -1.0% | 3.55% | +0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 1.77% | +0.33 |
| KTOS Kratos Defense & Security | Reduce -24.0% | 1.77% | +0.46 |
Portfolio Buys Q2 2025 → Q3 2025
| INTC Intel Corp. | New | 1.73% | +1.73 |
| SNOW Snowflake Inc. | New | 1.73% | +1.73 |
| IWF iShares Russell 1000 Growth | New | 1.46% | +1.46 |
| SHY iShares 1-3 Year Treasury Bo | Add +190.2% | 1.88% | +1.16 |
| IMCG iShares Morningstar Mid-Cap | New | 0.78% | +0.78 |
| OKLO Oklo Inc. | Add +1.6% | 1.40% | +0.64 |
| LITE Lumentum Holdings Inc. | New | 0.52% | +0.52 |
| QBTS D-Wave Quantum Inc. | Add +1.3% | 1.12% | +0.40 |
| EOSE Eos Energy Enterprises Inc. | New | 0.39% | +0.39 |
| TWLO Twilio Inc. Class A | New | 0.36% | +0.36 |
| TER Teradyne Inc. | Add +2.0% | 0.95% | +0.28 |
| AEHR Aehr Test Systems | Add +0.5% | 0.51% | +0.27 |
| FSLR First Solar Inc. | Add +1.2% | 1.10% | +0.20 |
| MRCY Mercury Systems Inc. | Add +2.1% | 0.75% | +0.18 |
| JOBY Joby Aviation Inc. | Add +2.1% | 0.61% | +0.18 |
| BOND PIMCO Active Bond Exchange-T | Add +13.7% | 4.35% | +0.18 |
| MTZ Mastec Inc. | Add +2.1% | 1.28% | +0.17 |
| SYM Symbotic Inc. | Add +0.8% | 0.73% | +0.15 |
| TEM Tempus AI Inc. Class A | Add +1.4% | 1.00% | +0.14 |
| CRSP Crispr Therapeutics AG | Add +1.9% | 0.63% | +0.12 |
| VRT Vertiv Holdings Co. Class A | Add +2.1% | 0.79% | +0.06 |
| MPWR Monolithic Power Systems Inc. | Add +2.2% | 0.44% | +0.06 |
| ADPT Adaptive Biotechnologies | Add +2.1% | 0.20% | +0.03 |
| INDI Indie Semiconductor Inc. Class A | Add +5.5% | 0.24% | +0.02 |
| PWR Quanta Services Inc. | Add +2.4% | 0.96% | +0.02 |
| PLUG Plug Power Inc. | New | 0.01% | +0.01 |
| CERS Cerus Corp. | Add +2.1% | 0.24% | +0.01 |
| VICR Vicor Corp. | Add +3.4% | 0.37% | +0.01 |
| AUR Aurora Innovation Inc. | Add +7.8% | 0.24% | +0.00 |
| ILMN Illumina Inc. | Add +2.3% | 0.18% | −0.02 |
| JPIB JPMorgan Intl BND ETF | Add +5.0% | 0.69% | −0.03 |
| PFF iShares Preferred & Income S | Add +4.1% | 1.07% | −0.03 |
| HUBS HubSpot Inc. | Add +1.7% | 0.25% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.1% | 0.73% | −0.09 |
| ZS Zscaler Inc. | Add +2.0% | 0.68% | −0.09 |
| COIN Coinbase Global Inc. Class A | Add +2.3% | 0.80% | −0.10 |
| PYPL PayPal Holdings Inc. | Add +1.1% | 0.48% | −0.10 |
| SMR Nuscale Power Corp. | Add +1.6% | 0.90% | −0.17 |
| TYL Tyler Technologies Inc. | Add +1.5% | 0.80% | −0.19 |
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 |