Bouvel Investment Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Bouvel Investment Partners, LLC reported 80 stock positions worth $346.9 million. Its top holding was PIMCO Active Bond Exchange-T (BOND) at 6.4% of the portfolio, followed by Eaton Vance Total Return (EVTR, 4.0%) and Broadcom (AVGO, 3.6%). Compared with Q3 2025, it opened 9 new positions, sold out of 8, added to 45 and reduced 26. The biggest buy was PIMCO Active Bond Exchange-T (BOND, shares +56%) and the biggest sale an exit from Fiserv (FISV).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIXVILLE, PA
- CIK
- 0001839122
- Portfolio Value
- $346.9M (Q4 2025)
- SEC Filing
- 0001839122-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 80 stocks · $346.9M
| BOND PIMCO Active Bond Exchange-T | 6.38% | 237,842 | $22.1M | Add +56.4% |
| EVTR Eaton Vance Total Return | 3.96% | 266,424 | $13.7M | Add +10.3% |
| AVGO Broadcom Inc. | 3.59% | 36,010 | $12.5M | Add +2.4% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 3.53% | 280,688 | $12.2M | Add +7.4% |
| NVDA Nvidia Corp. | 3.41% | 63,378 | $11.8M | Add +0.7% |
| AMZN Amazon.com Inc. | 2.80% | 42,061 | $9.7M | Add +1.7% |
| MSFT Microsoft Corp. | 2.76% | 19,826 | $9.6M | Add +1.6% |
| JEPI JPMorgan Equity Premium Inco | 2.40% | 145,588 | $8.3M | Add +7.3% |
| ISRG Intuitive Surgical Inc. | 2.37% | 14,505 | $8.2M | Add +1.8% |
| GE General Electric filed as GE AEROSPACE | 2.20% | 24,823 | $7.6M | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 2.18% | 24,181 | $7.6M | Add +1.7% |
| LLY Eli Lilly & Co. | 2.11% | 6,818 | $7.3M | Add +1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.98% | 23,239 | $6.9M | New |
| INTU Intuit Inc. | 1.87% | 9,775 | $6.5M | Add +1.8% |
| SHY iShares 1-3 Year Treasury Bo | 1.86% | 77,804 | $6.4M | Add +5.2% |
| CGMS Cap Group US Multi-Sect Bond | 1.85% | 231,976 | $6.4M | Add +9.5% |
| KKR KKR & Co. Inc. | 1.83% | 49,876 | $6.4M | Add +1.6% |
| META Meta Platforms Inc. Class A | 1.83% | 9,608 | $6.3M | Add +1.8% |
| INTC Intel Corp. | 1.82% | 171,248 | $6.3M | Add +1.7% |
| IWY iShares Russell Top 200 Grow | 1.80% | 22,540 | $6.2M | Reduce -1.1% |
| MRVL Marvell Technology Inc. | 1.78% | 72,543 | $6.2M | Add +1.3% |
| BA The Boeing Co. | 1.68% | 26,892 | $5.8M | New |
| PANW Palo Alto Networks Inc. | 1.65% | 31,146 | $5.7M | Add +1.7% |
| SNOW Snowflake Inc. | 1.61% | 25,453 | $5.6M | Add +1.7% |
| RTX RTX Corp. | 1.53% | 28,920 | $5.3M | Add +1.1% |
| CRM Salesforce Inc. | 1.52% | 19,905 | $5.3M | Add +1.7% |
| KTOS Kratos Defense & Security | 1.38% | 63,104 | $4.8M | Reduce -0.2% |
| ETN Eaton Corp. PLC | 1.38% | 15,022 | $4.8M | Add +1.8% |
| IWF iShares Russell 1000 Growth | 1.37% | 10,026 | $4.7M | Reduce -1.6% |
| PLTR Palantir Technologies Inc. Class A | 1.34% | 26,208 | $4.7M | Reduce -44.7% |
| UBER Uber Technologies Inc. | 1.29% | 54,651 | $4.5M | Add +1.5% |
| APH Amphenol Corp. Class A | 1.27% | 32,594 | $4.4M | New |
| BSX Boston Scientific Corp. | 1.27% | 46,142 | $4.4M | Add +1.5% |
| TER Teradyne Inc. | 1.26% | 22,575 | $4.4M | Reduce -0.2% |
| FSLR First Solar Inc. | 1.23% | 16,322 | $4.3M | Add +0.1% |
| MTZ Mastec Inc. | 1.23% | 19,555 | $4.3M | Reduce -0.5% |
| IVW iShares S&P 500 Growth ETF | 1.13% | 31,824 | $3.9M | Reduce -4.3% |
| LITE Lumentum Holdings Inc. | 1.10% | 10,360 | $3.8M | Reduce -0.7% |
| MINT PIMCO Enhanced Short Maturit | 1.10% | 37,898 | $3.8M | Add +19.9% |
| PRF Invesco Rafi US 1000 ETF | 1.08% | 79,589 | $3.7M | Add +4.9% |
| HON Honeywell International Inc. | 1.04% | 18,505 | $3.6M | Add +1.5% |
| DDOG Datadog Inc. Class A | 1.00% | 25,599 | $3.5M | New |
| PWR Quanta Services Inc. | 0.92% | 7,538 | $3.2M | Reduce -0.7% |
| QBTS D-Wave Quantum Inc. | 0.90% | 119,871 | $3.1M | Reduce -19.2% |
| FVAL Fidelity Value Factor ETF | 0.87% | 41,980 | $3.0M | Reduce -4.3% |
| VRT Vertiv Holdings Co. Class A | 0.80% | 17,098 | $2.8M | Reduce -0.5% |
| VICR Vicor Corp. | 0.76% | 24,183 | $2.7M | Add +0.3% |
| SYM Symbotic Inc. | 0.76% | 44,282 | $2.6M | Reduce -0.4% |
| MRSH Marsh & McLennan Cos | 0.73% | 13,651 | $2.5M | Add +1.7% |
| SMCI Super Micro Computer Inc. | 0.71% | 83,634 | $2.4M | Add +77.9% |
| JPIB JPMorgan Intl BND ETF | 0.70% | 50,163 | $2.4M | Add +9.8% |
| TEM Tempus AI Inc. Class A | 0.68% | 39,722 | $2.3M | Reduce -1.9% |
| MRCY Mercury Systems Inc. | 0.66% | 31,283 | $2.3M | Reduce -0.6% |
| TYL Tyler Technologies Inc. | 0.66% | 5,025 | $2.3M | Add +0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.65% | 4,818 | $2.3M | Reduce -0.6% |
| OKLO Oklo Inc. | 0.58% | 27,958 | $2.0M | Reduce -31.9% |
| MPWR Monolithic Power Systems Inc. | 0.56% | 2,146 | $1.9M | Add +37.9% |
| DGRO iShares Core Dividend Growth | 0.55% | 27,371 | $1.9M | Add +11.2% |
| COIN Coinbase Global Inc. Class A | 0.50% | 7,706 | $1.7M | Reduce -0.8% |
| TWLO Twilio Inc. Class A | 0.50% | 12,107 | $1.7M | Add +3.0% |
| ZS Zscaler Inc. | 0.49% | 7,525 | $1.7M | Add +1.4% |
| CRSP Crispr Therapeutics AG | 0.48% | 31,590 | $1.7M | Reduce -0.5% |
| JOBY Joby Aviation Inc. | 0.46% | 122,107 | $1.6M | Reduce -0.5% |
| ITOT iShares Core S&P Total U.S. | 0.45% | 10,441 | $1.6M | Add +13.6% |
| PYPL PayPal Holdings Inc. | 0.39% | 23,445 | $1.4M | Add +0.7% |
| GRAL Grail Inc. | 0.37% | 15,061 | $1.3M | New |
| EOSE Eos Energy Enterprises Inc. | 0.36% | 108,226 | $1.2M | Reduce -2.3% |
| SRTA Strata Critical Medical Inc. | 0.34% | 243,672 | $1.2M | Reduce -1.0% |
| SMR Nuscale Power Corp. | 0.33% | 81,064 | $1.1M | Reduce -0.7% |
| EPAM Epam Systems Inc. | 0.32% | 5,436 | $1.1M | New |
| AEHR Aehr Test Systems | 0.31% | 53,796 | $1.1M | Reduce -2.3% |
| INDI Indie Semiconductor Inc. Class A | 0.29% | 289,498 | $1.0M | Add +51.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.22% | 2,781 | $776K | Add +11.0% |
| QUBT Quantum Computing Inc. | 0.21% | 69,759 | $716K | New |
| ADPT Adaptive Biotechnologies | 0.20% | 42,518 | $690K | Reduce -0.8% |
| PLUG Plug Power Inc. | 0.20% | 346,556 | $683K | Add +2210.4% |
| DVY iShares Select Dividend ETF | 0.10% | 2,539 | $358K | Add +13.5% |
| IEMG iShares Core MSCI Emerging | 0.09% | 4,525 | $304K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 2,437 | $218K | New |
| SOLS Solstice Adv Materials Inc. | 0.06% | 4,432 | $215K | Reduce -2.7% |
Portfolio Sells Q3 2025 → Q4 2025
| FISV Fiserv Inc. | Sold out | 0.00% | −1.38 |
| PLTR Palantir Technologies Inc. Class A | Reduce -44.7% | 1.34% | −1.31 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −1.18 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −1.07 |
| OKLO Oklo Inc. | Reduce -31.9% | 0.58% | −0.83 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.78 |
| SMR Nuscale Power Corp. | Reduce -0.7% | 0.33% | −0.57 |
| KTOS Kratos Defense & Security | Reduce -0.2% | 1.38% | −0.39 |
| TEM Tempus AI Inc. Class A | Reduce -1.9% | 0.68% | −0.32 |
| COIN Coinbase Global Inc. Class A | Reduce -0.8% | 0.50% | −0.30 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.25 |
| CERS Cerus Corp. | Sold out | 0.00% | −0.24 |
| AUR Aurora Innovation Inc. | Sold out | 0.00% | −0.24 |
| QBTS D-Wave Quantum Inc. | Reduce -19.2% | 0.90% | −0.22 |
| AEHR Aehr Test Systems | Reduce -2.3% | 0.31% | −0.19 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.18 |
| CRSP Crispr Therapeutics AG | Reduce -0.5% | 0.48% | −0.15 |
| JOBY Joby Aviation Inc. | Reduce -0.5% | 0.46% | −0.14 |
| IWY iShares Russell Top 200 Grow | Reduce -1.1% | 1.80% | −0.11 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.3% | 1.13% | −0.10 |
| IWF iShares Russell 1000 Growth | Reduce -1.6% | 1.37% | −0.09 |
| MRCY Mercury Systems Inc. | Reduce -0.6% | 0.66% | −0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.6% | 0.65% | −0.08 |
| MTZ Mastec Inc. | Reduce -0.5% | 1.23% | −0.05 |
| FVAL Fidelity Value Factor ETF | Reduce -4.3% | 0.87% | −0.05 |
| PWR Quanta Services Inc. | Reduce -0.7% | 0.92% | −0.05 |
| SRTA Strata Critical Medical Inc. | Reduce -1.0% | 0.34% | −0.04 |
| EOSE Eos Energy Enterprises Inc. | Reduce -2.3% | 0.36% | −0.03 |
| SOLS Solstice Adv Materials Inc. | Reduce -2.7% | 0.06% | −0.01 |
| ADPT Adaptive Biotechnologies | Reduce -0.8% | 0.20% | +0.00 |
| VRT Vertiv Holdings Co. Class A | Reduce -0.5% | 0.80% | +0.01 |
| SYM Symbotic Inc. | Reduce -0.4% | 0.76% | +0.03 |
| TER Teradyne Inc. | Reduce -0.2% | 1.26% | +0.31 |
| LITE Lumentum Holdings Inc. | Reduce -0.7% | 1.10% | +0.58 |
Portfolio Buys Q3 2025 → Q4 2025
| BOND PIMCO Active Bond Exchange-T | Add +56.4% | 6.38% | +2.04 |
| IBM Intl Business Machines Corp. | New | 1.98% | +1.98 |
| BA The Boeing Co. | New | 1.68% | +1.68 |
| APH Amphenol Corp. Class A | New | 1.27% | +1.27 |
| DDOG Datadog Inc. Class A | New | 1.00% | +1.00 |
| LLY Eli Lilly & Co. | Add +1.3% | 2.11% | +0.54 |
| ISRG Intuitive Surgical Inc. | Add +1.8% | 2.37% | +0.42 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 2.18% | +0.41 |
| VICR Vicor Corp. | Add +0.3% | 0.76% | +0.40 |
| GRAL Grail Inc. | New | 0.37% | +0.37 |
| EPAM Epam Systems Inc. | New | 0.32% | +0.32 |
| QUBT Quantum Computing Inc. | New | 0.21% | +0.21 |
| PLUG Plug Power Inc. | Add +2210.4% | 0.20% | +0.19 |
| CGDV Cap Group Dividend Value | Add +7.4% | 3.53% | +0.17 |
| EVTR Eaton Vance Total Return | Add +10.3% | 3.96% | +0.15 |
| TWLO Twilio Inc. Class A | Add +3.0% | 0.50% | +0.14 |
| FSLR First Solar Inc. | Add +0.1% | 1.23% | +0.13 |
| MPWR Monolithic Power Systems Inc. | Add +37.9% | 0.56% | +0.12 |
| MINT PIMCO Enhanced Short Maturit | Add +19.9% | 1.10% | +0.12 |
| CRM Salesforce Inc. | Add +1.7% | 1.52% | +0.10 |
| INTC Intel Corp. | Add +1.7% | 1.82% | +0.09 |
| IEMG iShares Core MSCI Emerging | New | 0.09% | +0.09 |
| RTX RTX Corp. | Add +1.1% | 1.53% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.06% | +0.06 |
| INDI Indie Semiconductor Inc. Class A | Add +51.6% | 0.29% | +0.06 |
| CGMS Cap Group US Multi-Sect Bond | Add +9.5% | 1.85% | +0.05 |
| AVGO Broadcom Inc. | Add +2.4% | 3.59% | +0.04 |
| ITOT iShares Core S&P Total U.S. | Add +13.6% | 0.45% | +0.04 |
| DGRO iShares Core Dividend Growth | Add +11.2% | 0.55% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +7.3% | 2.40% | +0.03 |
| PRF Invesco Rafi US 1000 ETF | Add +4.9% | 1.08% | +0.03 |
| AMZN Amazon.com Inc. | Add +1.7% | 2.80% | +0.02 |
| JPIB JPMorgan Intl BND ETF | Add +9.8% | 0.70% | +0.02 |
| SMCI Super Micro Computer Inc. | Add +77.9% | 0.71% | +0.02 |
| DVY iShares Select Dividend ETF | Add +13.5% | 0.10% | +0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +11.0% | 0.22% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +5.2% | 1.86% | −0.02 |
| GE General Electric | Add +1.6% | 2.20% | −0.05 |
| MRVL Marvell Technology Inc. | Add +1.3% | 1.78% | −0.07 |
| PYPL PayPal Holdings Inc. | Add +0.7% | 0.39% | −0.08 |
| BSX Boston Scientific Corp. | Add +1.5% | 1.27% | −0.09 |
| MRSH Marsh & McLennan Cos | Add +1.7% | 0.73% | −0.10 |
| SNOW Snowflake Inc. | Add +1.7% | 1.61% | −0.12 |
| KKR KKR & Co. Inc. | Add +1.6% | 1.83% | −0.12 |
| HON Honeywell International Inc. | Add +1.5% | 1.04% | −0.13 |
| INTU Intuit Inc. | Add +1.8% | 1.87% | −0.14 |
| TYL Tyler Technologies Inc. | Add +0.1% | 0.66% | −0.15 |
| NVDA Nvidia Corp. | Add +0.7% | 3.41% | −0.19 |
| ZS Zscaler Inc. | Add +1.4% | 0.49% | −0.19 |
| PANW Palo Alto Networks Inc. | Add +1.7% | 1.65% | −0.26 |
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 |