Filed: 7/11/2025ACC: 0001085146-25-003772
📋 What this filing means
BOUVEL INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $295.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$295.63M
Total AUM (reported)
4.27M
Total Shares
Allocation by class
COM$142.34M48.1%
CL A$23.96M8.1%
COM NEW$20.32M6.9%
EATON VANCE TOTA$12.77M4.3%
ACTIVE BD ETF$12.33M4.2%
SHS CREATION UNI$10.66M3.6%
EQUITY PREMIUM$8.07M2.7%
Portfolio Concentration
Top 3$37.26M12.6%
4–10$67.36M22.8%
11–25$87.94M29.7%
Rest$103.06M34.9%
Top 3 weight
12.6%
Top 10 weight
35.4%
Voting Authority Distribution
Total shares with voting rights: 4.26M
Sole
Full voting authority
4.26M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
MORGAN STANLEY ETF TRUST
SOLEShares251.15K
TypeSH
Market value$12.77M
4.32%
Sole
251.15K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares133.75K
TypeSH
Market value$12.33M
4.17%
Sole
133.75K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares76.96K
TypeSH
Market value$12.16M
4.11%
Sole
76.96K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares87.75K
TypeSH
Market value$11.96M
4.05%
Sole
87.75K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares269.95K
TypeSH
Market value$10.66M
3.61%
Sole
269.95K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.80K
TypeSH
Market value$9.85M
3.33%
Sole
19.80K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares35.53K
TypeSH
Market value$9.79M
3.31%
Sole
35.53K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares42.08K
TypeSH
Market value$9.23M
3.12%
Sole
42.08K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares142.03K
TypeSH
Market value$8.07M
2.73%
Sole
142.03K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares14.33K
TypeSH
Market value$7.79M
2.63%
Sole
14.33K
Shared
0.00
None
0.00
INTUIT
SOLEShares9.77K
TypeSH
Market value$7.69M
2.60%
Sole
9.77K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.54K
TypeSH
Market value$7.05M
2.38%
Sole
9.54K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares49.64K
TypeSH
Market value$6.60M
2.23%
Sole
49.64K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares31.08K
TypeSH
Market value$6.36M
2.15%
Sole
31.07K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares24.66K
TypeSH
Market value$6.35M
2.15%
Sole
24.66K
Shared
0.00
None
0.00
FISERV INC
SOLEShares35.30K
TypeSH
Market value$6.09M
2.06%
Sole
35.30K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares219.46K
TypeSH
Market value$6.06M
2.05%
Sole
219.46K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.45K
TypeSH
Market value$5.78M
1.96%
Sole
23.45K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares72.63K
TypeSH
Market value$5.62M
1.90%
Sole
72.63K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares19.70K
TypeSH
Market value$5.37M
1.82%
Sole
19.70K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares15K
TypeSH
Market value$5.35M
1.81%
Sole
15K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.74K
TypeSH
Market value$5.25M
1.78%
Sole
6.74K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares54.79K
TypeSH
Market value$5.11M
1.73%
Sole
54.79K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares45.95K
TypeSH
Market value$4.94M
1.67%
Sole
45.95K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares18.56K
TypeSH
Market value$4.32M
1.46%
Sole
18.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 251.15K | SH | $12.77M 4.32% | 251.15K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 133.75K | SH | $12.33M 4.17% | 133.75K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 76.96K | SH | $12.16M 4.11% | 76.96K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 87.75K | SH | $11.96M 4.05% | 87.75K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 269.95K | SH | $10.66M 3.61% | 269.95K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.80K | SH | $9.85M 3.33% | 19.80K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 35.53K | SH | $9.79M 3.31% | 35.53K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 42.08K | SH | $9.23M 3.12% | 42.08K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 142.03K | SH | $8.07M 2.73% | 142.03K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 14.33K | SH | $7.79M 2.63% | 14.33K | 0.00 | 0.00 |
INTUITSOLE | COM | 9.77K | SH | $7.69M 2.60% | 9.77K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.54K | SH | $7.05M 2.38% | 9.54K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 49.64K | SH | $6.60M 2.23% | 49.64K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 31.08K | SH | $6.36M 2.15% | 31.07K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 24.66K | SH | $6.35M 2.15% | 24.66K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 35.30K | SH | $6.09M 2.06% | 35.30K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 219.46K | SH | $6.06M 2.05% | 219.46K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 GR ETF | 23.45K | SH | $5.78M 1.96% | 23.45K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 72.63K | SH | $5.62M 1.90% | 72.63K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 19.70K | SH | $5.37M 1.82% | 19.70K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 15K | SH | $5.35M 1.81% | 15K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.74K | SH | $5.25M 1.78% | 6.74K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 54.79K | SH | $5.11M 1.73% | 54.79K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 45.95K | SH | $4.94M 1.67% | 45.95K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 18.56K | SH | $4.32M 1.46% | 18.56K | 0.00 | 0.00 |
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