Bouvel Investment Partners, LLC

CIK 0001839122 • 6 13F filings • Apr 17, 2025 – Jul 17, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $295.6M73 positionsView on SEC.gov

			% of Portfolio
ADAPTIVE BIOTECHNOLOGIES COR	COM	$489K	0.2%Prev: 0.2%	41,974 SH	Decreased-1,841 SH
ADOBE INC	COM	$1.8M	0.6%	4,750 SH	New
AEHR TEST SYS	COM	$709K	0.2%Prev: 0.8%	54,802 SH	Decreased-17,022 SH
ALPHABET INC	CAP STK CL A	$4.3M	1.4%Prev: 2.0%	24,121 SH	Decreased-228 SH
AMAZON COM INC	COM	$9.2M	3.1%Prev: 2.6%	42,077 SH	Increased-259 SH
AURORA INNOVATION INC	CLASS A COM	$697K	0.2%	133,086 SH	New
AUTODESK INC	COM	$3.7M	1.3%	12,033 SH	New
BLADE AIR MOBILITY INC	CL A COM	$1.0M	0.3%	255,470 SH	New
BOSTON SCIENTIFIC CORP	COM	$4.9M	1.7%Prev: 0.8%	45,948 SH	Increased-614 SH
BROADCOM INC	COM	$9.8M	3.3%Prev: 3.3%	35,531 SH	Decreased-703 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$10.7M	3.6%Prev: 3.4%	269,954 SH	Decreased-4,548 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$6.1M	2.1%Prev: 1.8%	219,457 SH	Decreased-6,541 SH
CERUS CORP	COM	$685K	0.2%	486,063 SH	New
COINBASE GLOBAL INC	COM CL A	$2.7M	0.9%	7,599 SH	New
CRISPR THERAPEUTICS AG	NAMEN AKT	$1.5M	0.5%Prev: 0.4%	31,161 SH	Decreased-1,358 SH
CROWDSTRIKE HLDGS INC	CL A	$2.4M	0.8%Prev: 0.8%	4,749 SH	Decreased-2,193 SH
D-WAVE QUANTUM INC	COM	$2.1M	0.7%Prev: 0.5%	146,492 SH	Increased+22,576 SH
EATON CORP PLC	SHS	$5.4M	1.8%Prev: 1.6%	14,998 SH	Decreased-111 SH
ELI LILLY & CO	COM	$5.3M	1.8%Prev: 1.8%	6,737 SH	Decreased-152 SH
FIDELITY COVINGTON TRUST	VLU FACTOR ETF	$2.9M	1.0%Prev: 0.8%	45,304 SH	Increased+4,157 SH
FIRST SOLAR INC	COM	$2.7M	0.9%Prev: 1.0%	16,116 SH	Decreased-736 SH
FISERV INC	COM	$6.1M	2.1%	35,301 SH	New
GE AEROSPACE	COM NEW	$6.3M	2.1%Prev: 2.1%	24,658 SH	Decreased-306 SH
HONEYWELL INTL INC	COM	$4.3M	1.5%Prev: 1.8%	18,562 SH	Decreased-8,966 SH
HUBSPOT INC	COM	$968K	0.3%	1,739 SH	New
ILLUMINA INC	COM	$572K	0.2%	5,993 SH	New
INDIE SEMICONDUCTOR INC	CLASS A COM	$644K	0.2%Prev: 0.3%	180,972 SH	Decreased-117,955 SH
INTUIT	COM	$7.7M	2.6%	9,768 SH	New
INTUITIVE SURGICAL INC	COM NEW	$7.8M	2.6%Prev: 2.0%	14,327 SH	Increased-270 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$3.3M	1.1%Prev: 2.7%	77,869 SH	Decreased-120,426 SH
ISHARES TR	1 3 YR TREAS BD	$2.1M	0.7%Prev: 1.8%	25,481 SH	Decreased-50,647 SH
ISHARES TR	CORE DIV GRWTH	$1.6M	0.5%Prev: 0.6%	25,421 SH	Decreased-5,082 SH
ISHARES TR	CORE S&P TTL STK	$1.3M	0.4%Prev: 0.6%	9,420 SH	Decreased-5,023 SH
ISHARES TR	PFD AND INCM SEC	$3.3M	1.1%	106,017 SH	New
ISHARES TR	RUS TP200 GR ETF	$5.8M	2.0%Prev: 1.6%	23,446 SH	Increased+1,852 SH
ISHARES TR	S&P 500 GRWT ETF	$3.8M	1.3%Prev: 1.0%	34,354 SH	Increased+3,161 SH
ISHARES TR	SELECT DIVID ETF	$310K	0.1%Prev: 0.2%	2,335 SH	Decreased-1,221 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$8.1M	2.7%Prev: 2.4%	142,025 SH	Decreased-5,010 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$2.1M	0.7%Prev: 0.7%	43,523 SH	Decreased-6,351 SH
JOBY AVIATION INC	COMMON STOCK	$1.3M	0.4%Prev: 0.3%	120,111 SH	Increased-5,814 SH
KKR & CO INC	COM	$6.6M	2.2%	49,637 SH	New
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$3.9M	1.3%Prev: 0.8%	83,138 SH	Increased+42,319 SH
MARSH & MCLENNAN COS INC	COM	$3.0M	1.0%	13,639 SH	New
MARVELL TECHNOLOGY INC	COM	$5.6M	1.9%Prev: 2.1%	72,628 SH	Decreased-429 SH
MASTEC INC	COM	$3.3M	1.1%Prev: 1.9%	19,237 SH	Decreased-1,032 SH
MERCURY SYS INC	COM	$1.7M	0.6%Prev: 0.7%	30,808 SH	Decreased-1,943 SH
META PLATFORMS INC	CL A	$7.0M	2.4%Prev: 1.6%	9,545 SH	Increased-129 SH
MICROSOFT CORP	COM	$9.9M	3.3%Prev: 2.1%	19,805 SH	Increased-139 SH
MONOLITHIC PWR SYS INC	COM	$1.1M	0.4%Prev: 0.7%	1,523 SH	Decreased-694 SH
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$12.8M	4.3%Prev: 3.8%	251,147 SH	Decreased-9,925 SH
NUSCALE PWR CORP	CL A COM	$3.2M	1.1%Prev: 0.4%	80,287 SH	Increased-49,076 SH
NVIDIA CORPORATION	COM	$12.2M	4.1%Prev: 3.2%	76,961 SH	Increased+13,466 SH
OKLO INC	COM CL A	$2.3M	0.8%Prev: 0.4%	40,416 SH	Increased+11,066 SH
PALANTIR TECHNOLOGIES INC	CL A	$12.0M	4.0%Prev: 1.1%	87,753 SH	Increased+61,638 SH
PALO ALTO NETWORKS INC	COM	$6.4M	2.2%Prev: 1.5%	31,076 SH	Increased-259 SH
PAYPAL HLDGS INC	COM	$1.7M	0.6%	23,030 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$12.3M	4.2%Prev: 6.4%	133,748 SH	Decreased-104,873 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$3.3M	1.1%Prev: 1.1%	32,436 SH	Decreased-5,127 SH
PROSHARES TR	SHRT 20+YR TRE	$2.0M	0.7%	80,967 SH	New
QUANTA SVCS INC	COM	$2.8M	0.9%Prev: 1.2%	7,415 SH	Decreased-345 SH
RTX CORPORATION	COM	$4.2M	1.4%Prev: 1.6%	29,079 SH	Decreased-44 SH
SALESFORCE INC	COM	$5.4M	1.8%	19,696 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$2.3M	0.8%Prev: 0.6%	47,381 SH	Increased-39,816 SH
SYMBOTIC INC	CLASS A COM	$1.7M	0.6%Prev: 0.7%	44,143 SH	Decreased-1,783 SH
SYNOPSYS INC	COM	$4.1M	1.4%	7,968 SH	New
TEMPUS AI INC	CL A	$2.5M	0.9%Prev: 0.5%	39,934 SH	Increased-1,006 SH
TERADYNE INC	COM	$2.0M	0.7%Prev: 2.0%	22,183 SH	Decreased-1,206 SH
TYLER TECHNOLOGIES INC	COM	$2.9M	1.0%Prev: 0.5%	4,945 SH	Increased-247 SH
UBER TECHNOLOGIES INC	COM	$5.1M	1.7%	54,792 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$725K	0.2%Prev: 0.2%	2,548 SH	Increased-195 SH
VERTIV HOLDINGS CO	COM CL A	$2.2M	0.7%Prev: 1.3%	16,819 SH	Decreased-860 SH
VICOR CORP	COM	$1.1M	0.4%Prev: 1.2%	23,302 SH	Decreased-1,636 SH
ZSCALER INC	COM	$2.3M	0.8%	7,275 SH	New

Sold (vs prior filing)

AEROVIRONMENT INC — $1.4M
AMPHENOL CORP — $4.2M
APPLE INC — $5.5M
BOEING CO — $5.4M
DATADOG INC — $5.0M
ENPHASE ENERGY INC — $1.3M
ENTERGY CORP NEW — $7.5M
EOS ENERGY ENTERPRISES INC — $563K
EPAM SYS INC — $1.3M
GRAIL INC — $833K
INTEL CORP — $7.6M
INTERNATIONAL BUSINESS MACHS — $5.7M
IONQ INC — $821K
ISHARES INC — $316K
ISHARES TR — $221K
ISHARES TR — $4.1M
LUMENTUM HLDGS INC — $7.5M
NETFLIX INC. — $6.7M
PGIM ETF TR — $4.3M
PLUG PWR INC — $831K
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001839122-26-000009	—	View
Jan 23, 2026	Q4 2025	13F-HR	0001839122-26-000001	$346.9M	View
Oct 22, 2025