Bouvel Investment Partners, LLC Top Holdings and 13F Report (2025) About Bouvel Investment Partners, LLCInvestment ActivityBouvel Investment Partners, LLC has $295.63 million in total holdings as of June 30, 2025.Bouvel Investment Partners, LLC owns shares of 73 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 28.47% of the portfolio was purchased this quarter.About 27.94% of the portfolio was sold this quarter.This quarter, Bouvel Investment Partners, LLC has purchased 77 new stocks and bought additional shares in 27 stocks.Bouvel Investment Partners, LLC sold shares of 24 stocks and completely divested from 26 stocks this quarter.Largest Holdings MORGAN STANLEY ETF TRUST $12,774,592PIMCO ETF TR $12,328,891NVIDIA $12,159,068PALANTIR TECHNOLOGIES INC $11,962,421Capital Group Dividend Value ETF $10,660,483 Largest New Holdings this Quarter 14020W106 - Capital Group Dividend Value ETF $10,660,483 Holding11135F101 - Broadcom $9,794,120 Holding48251W104 - KKR & Co. Inc. $6,603,210 Holding337738108 - Fiserv $6,086,245 Holding464289438 - iShares Russell Top 200 Growth ETF $5,779,673 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 269,954 shares (about $10.66M)Broadcom 35,531 shares (about $9.79M)KKR & Co. Inc. 49,637 shares (about $6.60M)Fiserv 35,301 shares (about $6.09M)iShares Russell Top 200 Growth ETF 23,446 shares (about $5.78M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 26,366 shares (about $3.59M)Vanguard Mid-Cap Growth ETF 11,825 shares (about $3.36M)Zscaler 10,031 shares (about $3.15M)Invesco RAFI US 1000 ETF 63,179 shares (about $2.67M)iShares Select Dividend ETF 17,071 shares (about $2.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBouvel Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMORGAN STANLEY ETF TRUST$12,774,592$521,061 ▲4.3%251,1474.3%EATON VANCE TOTAPIMCO ETF TR$12,328,891$920,786 ▲8.1%133,7484.2%ACTIVE BD ETFNVDANVIDIA$12,159,068$380,440 ▲3.2%76,9614.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$11,962,421$3,594,193 ▼-23.1%87,7534.0%CL ACGDVCapital Group Dividend Value ETF$10,660,483$10,660,483 ▲New Holding269,9543.6%ETFMSFTMicrosoft$9,850,956$168,120 ▲1.7%19,8053.3%Computer and TechnologyAVGOBroadcom$9,794,120$9,794,120 ▲New Holding35,5313.3%Computer and TechnologyAMZNAmazon.com$9,231,273$130,756 ▲1.4%42,0773.1%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$8,074,121$2,092,933 ▼-20.6%142,0252.7%ETFISRGIntuitive Surgical$7,785,163$204,858 ▲2.7%14,3272.6%MedicalINTUIntuit$7,693,176$66,945 ▲0.9%9,7682.6%Computer and TechnologyMETAMeta Platforms$7,045,069$41,333 ▲0.6%9,5452.4%Computer and TechnologyKKRKKR & Co. Inc.$6,603,210$6,603,210 ▲New Holding49,6372.2%FinancePANWPalo Alto Networks$6,359,290$3,231,827 ▲103.3%31,0762.2%Computer and TechnologyGEGE Aerospace$6,346,723$71,297 ▲1.1%24,6582.1%AerospaceFIFiserv$6,086,245$6,086,245 ▲New Holding35,3012.1%Business ServicesCGMSCapital Group U.S. Multi-Sector Income ETF$6,061,402$85,097 ▲1.4%219,4572.1%ETFIWYiShares Russell Top 200 Growth ETF$5,779,673$5,779,673 ▲New Holding23,4462.0%ETFMRVLMarvell Technology$5,621,369$208,127 ▲3.8%72,6281.9%Computer and TechnologyCRMSalesforce$5,370,766$47,992 ▲0.9%19,6961.8%Computer and TechnologyETNEaton$5,354,136$113,880 ▲2.2%14,9981.8%IndustrialsLLYEli Lilly and Company$5,251,694$155,126 ▲3.0%6,7371.8%MedicalUBERUber Technologies$5,112,094$42,638 ▲0.8%54,7921.7%Computer and TechnologyBSXBoston Scientific$4,935,275$85,928 ▲1.8%45,9481.7%MedicalHONHoneywell International$4,322,602$80,341 ▲1.9%18,5621.5%Multi-Sector ConglomeratesGOOGLAlphabet$4,250,844$58,861 ▲1.4%24,1211.4%Computer and TechnologyRTXRTX$4,246,116$74,032 ▲1.8%29,0791.4%AerospaceSNPSSynopsys$4,085,034$52,806 ▲1.3%7,9681.4%Computer and TechnologyKTOSKratos Defense & Security Solutions$3,861,737$254,452 ▼-6.2%83,1381.3%AerospaceIVWiShares S&P 500 Growth ETF$3,782,375$421,683 ▼-10.0%34,3541.3%ETFADSKAutodesk$3,725,056$13,931 ▲0.4%12,0331.3%Computer and TechnologyPRFInvesco RAFI US 1000 ETF$3,291,501$2,670,559 ▼-44.8%77,8691.1%ETFMTZMasTec$3,278,562$93,396 ▼-2.8%19,2371.1%ConstructionMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,260,953$3,260,953 ▲New Holding32,4361.1%ETFPFFiShares Preferred and Income Securities ETF$3,252,602$344,874 ▲11.9%106,0171.1%ETFSMRNuScale Power$3,176,154$3,176,154 ▲New Holding80,2871.1%Computer and TechnologyMMCMarsh & McLennan Companies$2,982,031$36,294 ▲1.2%13,6391.0%FinanceTYLTyler Technologies$2,931,297$83,582 ▼-2.8%4,9451.0%Computer and TechnologyFVALFidelity Value Factor ETF$2,893,566$308,364 ▼-9.6%45,3041.0%ETFPWRQuanta Services$2,803,463$2,803,463 ▲New Holding7,4150.9%ConstructionFSLRFirst Solar$2,667,843$35,260 ▼-1.3%16,1160.9%EnergyCOINCoinbase Global$2,663,374$2,663,374 ▲New Holding7,5990.9%FinanceTEMPUS AI INC$2,537,406$2,537,406 ▲New Holding39,9340.9%CL ACRWDCrowdStrike$2,418,713$2,418,713 ▲New Holding4,7490.8%Computer and TechnologySUPER MICRO COMPUTER INC$2,322,143$2,322,143 ▲New Holding47,3810.8%COM NEWZSZscaler$2,283,914$3,149,133 ▼-58.0%7,2750.8%Computer and TechnologyALCCAltC Acquisition$2,262,892$2,262,892 ▲New Holding40,4160.8%EnergyVRTVertiv$2,159,728$749,786 ▲53.2%16,8190.7%Computer and TechnologyQBTSD-Wave Quantum$2,144,643$2,144,643 ▲New Holding146,4920.7%Computer and TechnologyJPIBJPMorgan International Bond Opportunities ETF$2,116,088$2,116,088 ▲New Holding43,5230.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,111,356$2,111,356 ▲New Holding25,4810.7%ManufacturingTERTeradyne$1,994,695$31,112 ▼-1.5%22,1830.7%Computer and TechnologyTBFProShares Short 20+ Year Treasury$1,956,972$1,956,972 ▲New Holding80,9670.7%ETFADBEAdobe$1,837,680$153,591 ▼-7.7%4,7500.6%Computer and TechnologySYMSymbotic$1,714,956$1,714,956 ▲New Holding44,1430.6%Business ServicesPYPLPayPal$1,711,590$1,711,590 ▲New Holding23,0300.6%Business ServicesMRCYMercury Systems$1,659,319$1,659,319 ▲New Holding30,8080.6%AerospaceDGROiShares Core Dividend Growth ETF$1,625,419$15,729 ▼-1.0%25,4210.5%ETFCRSPCRISPR Therapeutics$1,515,671$460,037 ▲43.6%31,1610.5%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$1,272,077$230,918 ▲22.2%9,4200.4%ETFJOBYJoby Aviation$1,267,171$21,480 ▼-1.7%120,1110.4%TransportationMPWRMonolithic Power Systems$1,113,892$1,113,892 ▲New Holding1,5230.4%Computer and TechnologyVICRVicor$1,056,979$56,473 ▼-5.1%23,3020.4%Computer and TechnologyBLDEBlade Air Mobility$1,029,544$53,990 ▼-5.0%255,4700.3%Business ServicesHUBSHubSpot$967,980$17,812 ▼-1.8%1,7390.3%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$724,626$3,362,913 ▼-82.3%2,5480.2%ETFAEHRAehr Test Systems$708,590$44,363 ▼-5.9%54,8020.2%Computer and TechnologyAURAurora Innovation$697,371$697,371 ▲New Holding133,0860.2%Business ServicesCERSCerus$685,349$26,729 ▼-3.8%486,0630.2%MedicalINDIindie Semiconductor$644,260$18,323 ▼-2.8%180,9720.2%Computer and TechnologyILMNIllumina$571,792$47,800 ▼-7.7%5,9930.2%MedicalADPTAdaptive Biotechnologies$488,991$22,228 ▼-4.3%41,9740.2%MedicalDVYiShares Select Dividend ETF$310,111$2,267,197 ▼-88.0%2,3350.1%ETFAXPAmerican Express$0$7,842,290 ▼-100.0%00.0%FinanceQUSSPDR MSCI USA StrategicFactors ETF$0$5,832,343 ▼-100.0%00.0%ETFTTDTrade Desk$0$3,606,717 ▼-100.0%00.0%Computer and TechnologyEDVVanguard Extended Duration Treasury ETF$0$3,515,402 ▼-100.0%00.0%ETFSPSCSPS Commerce$0$3,506,225 ▼-100.0%00.0%Business ServicesAVAVAeroVironment$0$3,430,054 ▼-100.0%00.0%AerospaceBABoeing$0$3,323,898 ▼-100.0%00.0%AerospaceAMDAdvanced Micro Devices$0$3,313,924 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$3,219,055 ▼-100.0%00.0%Computer and TechnologyBLVVanguard Long-Term Bond ETF$0$2,903,441 ▼-100.0%00.0%ETFMSMorgan Stanley$0$2,702,318 ▼-100.0%00.0%FinanceASPNAspen Aerogels$0$2,519,568 ▼-100.0%00.0%ConstructionDDOGDatadog$0$2,274,276 ▼-100.0%00.0%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$0$1,779,677 ▼-100.0%00.0%ETFHLITHarmonic$0$1,756,035 ▼-100.0%00.0%Computer and TechnologyENPHEnphase Energy$0$1,543,571 ▼-100.0%00.0%EnergyGE VERNOVA INC$0$1,522,486 ▼-100.0%00.0%COMSHOPShopify$0$1,392,473 ▼-100.0%00.0%Computer and TechnologyTHRMGentherm$0$1,285,711 ▼-100.0%00.0%Auto/Tires/TrucksOLEDUniversal Display$0$1,213,432 ▼-100.0%00.0%Computer and TechnologyBLOCK INC$0$1,199,378 ▼-100.0%00.0%CL ASYNCHRONOSS TECHNOLOGIES INC$0$1,078,809 ▼-100.0%00.0%COM NEWSABRSabre$0$911,751 ▼-100.0%00.0%Computer and TechnologyPLUGPlug Power$0$855,712 ▼-100.0%00.0%IndustrialsUUnity Software$0$805,159 ▼-100.0%00.0%Computer and TechnologyCHPTChargePoint$0$433,416 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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