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: $326.7M78 positionsView on SEC.gov

			% of Portfolio
ADAPTIVE BIOTECHNOLOGIES COR	COM	$641K	0.2%	42,878 SH	New
AEHR TEST SYS	COM	$1.7M	0.5%Prev: 1.1%	55,077 SH	Decreased+6,225 SH
ALPHABET INC	CAP STK CL A	$5.8M	1.8%Prev: 1.9%	23,774 SH	Decreased-258 SH
AMAZON COM INC	COM	$9.1M	2.8%Prev: 2.2%	41,362 SH	Decreased-365 SH
AURORA INNOVATION INC	CLASS A COM	$773K	0.2%	143,462 SH	New
BOSTON SCIENTIFIC CORP	COM	$4.4M	1.4%Prev: 0.4%	45,456 SH	Increased-397 SH
BROADCOM INC	COM	$11.6M	3.6%Prev: 2.3%	35,175 SH	Increased+8,745 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$11.0M	3.4%	261,301 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$5.9M	1.8%Prev: 2.6%	211,872 SH	Decreased-203,277 SH
CERUS CORP	COM	$789K	0.2%Prev: 0.0%	496,189 SH	Increased+476,189 SH
COINBASE GLOBAL INC	COM CL A	$2.6M	0.8%	7,771 SH	New
CRISPR THERAPEUTICS AG	NAMEN AKT	$2.1M	0.6%Prev: 0.4%	31,747 SH	Increased-719 SH
CROWDSTRIKE HLDGS INC	CL A	$2.4M	0.7%Prev: 1.2%	4,848 SH	Decreased-2,113 SH
D-WAVE QUANTUM INC	COM	$3.7M	1.1%Prev: 0.7%	148,337 SH	Increased+24,130 SH
EATON CORP PLC	SHS	$5.5M	1.7%Prev: 1.4%	14,764 SH	Decreased-122 SH
ELI LILLY & CO	COM	$5.1M	1.6%Prev: 1.9%	6,728 SH	Decreased-97 SH
EOS ENERGY ENTERPRISES INC	COM CL A	$1.3M	0.4%Prev: 0.2%	110,817 SH	Increased-5,041 SH
FIDELITY COVINGTON TRUST	VLU FACTOR ETF	$3.0M	0.9%Prev: 0.7%	43,876 SH	Decreased+4,527 SH
FIRST SOLAR INC	COM	$3.6M	1.1%Prev: 0.9%	16,309 SH	Decreased-560 SH
FISERV INC	COM	$4.5M	1.4%	34,938 SH	New
GE AEROSPACE	COM NEW	$7.4M	2.3%Prev: 2.1%	24,442 SH	Decreased-202 SH
HONEYWELL INTL INC	COM	$3.8M	1.2%Prev: 0.7%	18,228 SH	Increased+4,705 SH
HUBSPOT INC	COM	$827K	0.3%	1,768 SH	New
ILLUMINA INC	COM	$582K	0.2%	6,129 SH	New
INDIE SEMICONDUCTOR INC	CLASS A COM	$777K	0.2%Prev: 0.3%	190,912 SH	Decreased-109,533 SH
INTEL CORP	COM	$5.6M	1.7%Prev: 4.0%	168,394 SH	Decreased+42,257 SH
INTUIT	COM	$6.6M	2.0%	9,606 SH	New
INTUITIVE SURGICAL INC	COM NEW	$6.4M	2.0%Prev: 1.3%	14,254 SH	Increased-195 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$3.4M	1.0%Prev: 2.5%	75,864 SH	Decreased-128,203 SH
ISHARES TR	1 3 YR TREAS BD	$6.1M	1.9%	73,944 SH	New
ISHARES TR	CORE DIV GRWTH	$1.7M	0.5%Prev: 0.5%	24,623 SH	Decreased-6,850 SH
ISHARES TR	CORE S&P TTL STK	$1.3M	0.4%Prev: 0.6%	9,188 SH	Decreased-7,026 SH
ISHARES TR	MRGSTR MD CP GRW	$2.5M	0.8%	30,668 SH	New
ISHARES TR	PFD AND INCM SEC	$3.5M	1.1%	110,388 SH	New
ISHARES TR	RUS 1000 GRW ETF	$4.8M	1.5%Prev: 1.1%	10,188 SH	Increased-28,107 SH
ISHARES TR	RUS TP200 GR ETF	$6.2M	1.9%Prev: 0.5%	22,792 SH	Increased+14,538 SH
ISHARES TR	S&P 500 GRWT ETF	$4.0M	1.2%Prev: 0.9%	33,259 SH	Decreased+3,417 SH
ISHARES TR	SELECT DIVID ETF	$318K	0.1%Prev: 0.1%	2,237 SH	Decreased-1,729 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$7.7M	2.4%	135,681 SH	New
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$2.2M	0.7%Prev: 0.6%	45,697 SH	Decreased-9,577 SH
JOBY AVIATION INC	COMMON STOCK	$2.0M	0.6%Prev: 0.5%	122,666 SH	Decreased-126,950 SH
KKR & CO INC	COM	$6.4M	2.0%	49,090 SH	New
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$5.8M	1.8%Prev: 0.5%	63,206 SH	Increased+22,324 SH
LUMENTUM HLDGS INC	COM	$1.7M	0.5%Prev: 1.7%	10,435 SH	Decreased+1,814 SH
MARSH & MCLENNAN COS INC	COM	$2.7M	0.8%	13,425 SH	New
MARVELL TECHNOLOGY INC	COM	$6.0M	1.8%Prev: 4.8%	71,601 SH	Decreased+16 SH
MASTEC INC	COM	$4.2M	1.3%Prev: 1.9%	19,650 SH	Decreased-658 SH
MERCURY SYS INC	COM	$2.4M	0.7%	31,459 SH	New
META PLATFORMS INC	CL A	$6.9M	2.1%Prev: 1.2%	9,438 SH	Increased-88 SH
MICROSOFT CORP	COM	$10.1M	3.1%Prev: 1.7%	19,506 SH	Increased-168 SH
MONOLITHIC PWR SYS INC	COM	$1.4M	0.4%Prev: 0.7%	1,556 SH	Decreased-694 SH
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$12.4M	3.8%	241,427 SH	New
NUSCALE PWR CORP	CL A COM	$2.9M	0.9%	81,606 SH	New
NVIDIA CORPORATION	COM	$11.7M	3.6%Prev: 2.9%	62,922 SH	Decreased-357 SH
OKLO INC	COM CL A	$4.6M	1.4%Prev: 0.3%	41,070 SH	Increased+11,588 SH
PALANTIR TECHNOLOGIES INC	CL A	$8.7M	2.6%	47,428 SH	New
PALO ALTO NETWORKS INC	COM	$6.2M	1.9%Prev: 2.4%	30,630 SH	Decreased-336 SH
PAYPAL HLDGS INC	COM	$1.6M	0.5%	23,293 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$14.2M	4.3%Prev: 3.4%	152,100 SH	Decreased-11,163 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$3.2M	1.0%	31,618 SH	New
PLUG POWER INC	COM NEW	$35K	0.0%	15,000 SH	New
QUANTA SVCS INC	COM	$3.1M	1.0%Prev: 1.3%	7,594 SH	Decreased-156 SH
RTX CORPORATION	COM	$4.8M	1.5%Prev: 1.2%	28,596 SH	Decreased-293 SH
SALESFORCE INC	COM	$4.6M	1.4%	19,578 SH	New
SNOWFLAKE INC	COM SHS	$5.6M	1.7%Prev: 1.5%	25,020 SH	Decreased-255 SH
STRATA CRITICAL MEDICAL INC	CL A COM	$1.2M	0.4%	246,233 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$2.3M	0.7%	47,009 SH	New
SYMBOTIC INC	CLASS A COM	$2.4M	0.7%Prev: 0.5%	44,479 SH	Increased-1,504 SH
SYNOPSYS INC	COM	$3.9M	1.2%	7,833 SH	New
TEMPUS AI INC	CL A	$3.3M	1.0%Prev: 0.5%	40,483 SH	Increased-461 SH
TERADYNE INC	COM	$3.1M	1.0%Prev: 2.0%	22,627 SH	Decreased+4,613 SH
TWILIO INC	CL A	$1.2M	0.4%	11,753 SH	New
TYLER TECHNOLOGIES INC	COM	$2.6M	0.8%	5,021 SH	New
UBER TECHNOLOGIES INC	COM	$5.3M	1.6%	53,851 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$736K	0.2%Prev: 0.2%	2,505 SH	Decreased-168 SH
VERTIV HOLDINGS CO	COM CL A	$2.6M	0.8%Prev: 1.0%	17,176 SH	Decreased+4,088 SH
VICOR CORP	COM	$1.2M	0.4%Prev: 2.1%	24,098 SH	Decreased-427 SH
ZSCALER INC	COM	$2.2M	0.7%	7,419 SH	New

Sold (vs prior filing)

ABBVIE INC — $9.5M
AEROVIRONMENT INC — $2.2M
AMPHENOL CORP — $5.8M
AMPRIUS TECHNOLOGIES INC — $1.4M
APPLE INC — $6.2M
AXON ENTERPRISE INC — $3.3M
BOEING CO — $5.8M
CAPITAL GROUP DIVIDEND VALUE — $14.4M
DATADOG INC — $10.9M
ENPHASE ENERGY INC — $1.7M
ENTERGY CORP NEW — $7.5M
GRAIL INC — $1.1M
HONEYWELL AEROSPACE INC — $3.0M
INTERNATIONAL BUSINESS MACHS — $6.6M
IONQ INC — $3.9M
ISHARES INC — $379K
ISHARES INC — $1.7M
ISHARES TR — $2.7M
ISHARES TR — $238K
ISHARES TR — $699K
… and 15 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