Bouvel Investment Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Bouvel Investment Partners, LLC held in its portfolio 80 assets valued at $346,880,698 (i.e. $346.88M).
The most valuable assets in the portfolio included: PIMCO ETF TR ($22.14M), MORGAN STANLEY ETF TRUST ($13.72M), and BROADCOM INC ($12.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 80 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bouvel Investment Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| PIMCO ETF TR | 237842 | 22138333 | ACTIVE BD ETF |
| MORGAN STANLEY ETF TRUST | 266424 | 13720836 | EATON VANCE TOTA |
| BROADCOM INC | 36010 | 12463061 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 280688 | 12249224 | SHS CREATION UNI |
| NVIDIA CORPORATION | 63378 | 11819997 | COM |
| AMAZON COM INC | 42061 | 9708520 | COM |
| MICROSOFT CORP | 19826 | 9588008 | COM |
| J P MORGAN EXCHANGE TRADED F | 145588 | 8333457 | EQUITY PREMIUM |
| INTUITIVE SURGICAL INC | 14505 | 8214769 | COM NEW |
| GE AEROSPACE | 24823 | 7646229 | COM NEW |
| ALPHABET INC | 24181 | 7568653 | CAP STK CL A |
| ELI LILLY & CO | 6818 | 7327168 | COM |
| INTERNATIONAL BUSINESS MACHS | 23239 | 6883624 | COM |
| INTUIT | 9775 | 6474824 | COM |
| ISHARES TR | 77804 | 6443727 | 1 3 YR TREAS BD |
| CAPITAL GRP FIXED INCM ETF T | 231976 | 6407177 | US MULTI-SECTOR |
| KKR & CO INC | 49876 | 6358192 | COM |
| META PLATFORMS INC | 9608 | 6342145 | CL A |
| INTEL CORP | 171248 | 6319051 | COM |
| ISHARES TR | 22540 | 6242228 | RUS TP200 GR ETF |
| MARVELL TECHNOLOGY INC | 72543 | 6164662 | COM |
| BOEING CO | 26892 | 5838791 | COM |
| PALO ALTO NETWORKS INC | 31146 | 5737001 | COM |
| SNOWFLAKE INC | 25453 | 5583370 | COM SHS |
| RTX CORPORATION | 28920 | 5303928 | COM |
| SALESFORCE INC | 19905 | 5272901 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 63104 | 4790187 | COM NEW |
| EATON CORP PLC | 15022 | 4784657 | SHS |
| ISHARES TR | 10026 | 4745306 | RUS 1000 GRW ETF |
| PALANTIR TECHNOLOGIES INC | 26208 | 4658383 | CL A |
| UBER TECHNOLOGIES INC | 54651 | 4465533 | COM |
| AMPHENOL CORP NEW | 32594 | 4404753 | CL A |
| BOSTON SCIENTIFIC CORP | 46142 | 4399640 | COM |
| TERADYNE INC | 22575 | 4369617 | COM |
| FIRST SOLAR INC | 16322 | 4263796 | COM |
| MASTEC INC | 19555 | 4250670 | COM |
| ISHARES TR | 31824 | 3922626 | S&P 500 GRWT ETF |
| LUMENTUM HLDGS INC | 10360 | 3818592 | COM |
| PIMCO ETF TR | 37898 | 3802685 | ENHAN SHRT MA AC |
| INVESCO EXCHANGE TRADED FD T | 79589 | 3734292 | RAFI US 1000 ETF |
| HONEYWELL INTL INC | 18505 | 3610043 | COM |
| DATADOG INC | 25599 | 3481208 | CL A COM |
| QUANTA SVCS INC | 7538 | 3181488 | COM |
| D-WAVE QUANTUM INC | 119871 | 3134627 | COM |
| FIDELITY COVINGTON TRUST | 41980 | 3033895 | VLU FACTOR ETF |
| VERTIV HOLDINGS CO | 17098 | 2770047 | COM CL A |
| VICOR CORP | 24183 | 2650457 | COM |
| SYMBOTIC INC | 44282 | 2634779 | CLASS A COM |
| MARSH & MCLENNAN COS INC | 13651 | 2532534 | COM |
| SUPER MICRO COMPUTER INC | 83634 | 2447967 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 50163 | 2442938 | INTL BD OPP ETF |
| TEMPUS AI INC | 39722 | 2345584 | CL A |
| MERCURY SYS INC | 31283 | 2283972 | COM |
| TYLER TECHNOLOGIES INC | 5025 | 2280872 | COM |
| CROWDSTRIKE HLDGS INC | 4818 | 2258486 | CL A |
| OKLO INC | 27958 | 2006266 | COM CL A |
| MONOLITHIC PWR SYS INC | 2146 | 1945049 | COM |
| ISHARES TR | 27371 | 1900095 | CORE DIV GRWTH |
| COINBASE GLOBAL INC | 7706 | 1742635 | COM CL A |
| TWILIO INC | 12107 | 1722100 | CL A |
| ZSCALER INC | 7525 | 1692523 | COM |
| CRISPR THERAPEUTICS AG | 31590 | 1656580 | NAMEN AKT |
| JOBY AVIATION INC | 122107 | 1611812 | COMMON STOCK |
| ISHARES TR | 10441 | 1552472 | CORE S&P TTL STK |
| PAYPAL HLDGS INC | 23445 | 1368719 | COM |
| GRAIL INC | 15061 | 1289071 | COM |
| EOS ENERGY ENTERPRISES INC | 108226 | 1240270 | COM CL A |
| STRATA CRITICAL MEDICAL INC | 243672 | 1172062 | CL A COM |
| NUSCALE PWR CORP | 81064 | 1148677 | CL A COM |
| EPAM SYS INC | 5436 | 1113728 | COM |
| AEHR TEST SYS | 53796 | 1086141 | COM |
| INDIE SEMICONDUCTOR INC | 289498 | 1021928 | CLASS A COM |
| VANGUARD INDEX FDS | 2781 | 776288 | MCAP GR IDXVIP |
| QUANTUM COMPUTING INC | 69759 | 715727 | COM |
| ADAPTIVE BIOTECHNOLOGIES COR | 42518 | 690484 | COM |
| PLUG POWER INC | 346556 | 682715 | COM NEW |
| ISHARES TR | 2539 | 358354 | SELECT DIVID ETF |
| ISHARES INC | 4525 | 304171 | CORE MSCI EMKT |
| ISHARES TR | 2437 | 218014 | CORE MSCI EAFE |
| SOLSTICE ADVANCED MATLS INC | 4432 | 215307 | COM SHS |
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