Institutions / Bouvel Investment Partners, LLC
Bouvel Investment Partners, LLC
CIK 1839122 · Institution · as of Dec 31, 2025
Portfolio value
$346.88M
Positions
80
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 80 →
| Company | Value | % of portfolio |
|---|---|---|
| PIMCO ETF Tr | $22.14M | 6.4% |
| Morgan Stanley ETF Trust | $13.72M | 4.0% |
| Broadcom Inc. | $12.46M | 3.6% |
| Capital Group Dividend Value | $12.25M | 3.5% |
| NVIDIA Corp | $11.82M | 3.4% |
| Amazon.com Inc | $9.71M | 2.8% |
| Microsoft Corp | $9.59M | 2.8% |
| J P Morgan Exchange Traded F | $8.33M | 2.4% |
| Intuitive Surgical Inc | $8.21M | 2.4% |
| General Electric Co | $7.65M | 2.2% |
| Alphabet Inc. | $7.57M | 2.2% |
| ELI LILLY & Co | $7.33M | 2.1% |
| International Business Machines Corp | $6.88M | 2.0% |
| Intuit Inc. | $6.47M | 1.9% |
| iShares Tr | $6.44M | 1.9% |
| Capital Grp Fixed Incm ETF T | $6.41M | 1.8% |
| KKR & Co. Inc. | $6.36M | 1.8% |
| Meta Platforms Inc | $6.34M | 1.8% |
| Intel Corp | $6.32M | 1.8% |
| iShares Tr | $6.24M | 1.8% |
| Marvell Technology, Inc. | $6.16M | 1.8% |
| The Boeing Company | $5.84M | 1.7% |
| Palo Alto Networks Inc | $5.74M | 1.7% |
| Snowflake Inc. | $5.58M | 1.6% |
| RTX Corp | $5.30M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.