Filed: 10/22/2025ACC: 0001839122-25-000002
📋 What this filing means
BOUVEL INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $326.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$326.67M
Total AUM (reported)
4.54M
Total Shares
Allocation by class
COM$147.94M45.3%
CL A$22.40M6.9%
COM NEW$21.79M6.7%
ACTIVE BD ETF$14.20M4.3%
EATON VANCE TOTA$12.42M3.8%
COM CL A$11.06M3.4%
SHS CREATION UNI$10.98M3.4%
Portfolio Concentration
Top 3$38.36M11.7%
4–10$65.52M20.1%
11–25$90.40M27.7%
Rest$132.38M40.5%
Top 3 weight
11.7%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 4.54M
Sole
Full voting authority
4.54M
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)
Sole78
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings78
Rows:
PIMCO ETF TR
SOLEShares152.10K
TypeSH
Market value$14.20M
4.35%
Sole
152.10K
Shared
0.00
None
0.00
MORGAN STANLEY ETF TRUST
SOLEShares241.43K
TypeSH
Market value$12.42M
3.80%
Sole
241.43K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares62.92K
TypeSH
Market value$11.74M
3.59%
Sole
62.92K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares35.17K
TypeSH
Market value$11.60M
3.55%
Sole
35.17K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares261.30K
TypeSH
Market value$10.98M
3.36%
Sole
261.30K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.51K
TypeSH
Market value$10.10M
3.09%
Sole
19.51K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares41.36K
TypeSH
Market value$9.08M
2.78%
Sole
41.36K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares47.43K
TypeSH
Market value$8.65M
2.65%
Sole
47.43K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares135.68K
TypeSH
Market value$7.75M
2.37%
Sole
135.68K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares24.44K
TypeSH
Market value$7.35M
2.25%
Sole
24.44K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.44K
TypeSH
Market value$6.93M
2.12%
Sole
9.44K
Shared
0.00
None
0.00
INTUIT
SOLEShares9.61K
TypeSH
Market value$6.56M
2.01%
Sole
9.61K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares49.09K
TypeSH
Market value$6.38M
1.95%
Sole
49.09K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares14.25K
TypeSH
Market value$6.37M
1.95%
Sole
14.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.79K
TypeSH
Market value$6.24M
1.91%
Sole
22.79K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares30.63K
TypeSH
Market value$6.24M
1.91%
Sole
30.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares73.94K
TypeSH
Market value$6.13M
1.88%
Sole
73.94K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares71.60K
TypeSH
Market value$6.02M
1.84%
Sole
71.60K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares211.87K
TypeSH
Market value$5.88M
1.80%
Sole
211.87K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares23.77K
TypeSH
Market value$5.78M
1.77%
Sole
23.77K
Shared
0.00
None
0.00
KRATOS DEFENSE & SEC SOLUTIO
SOLEShares63.21K
TypeSH
Market value$5.78M
1.77%
Sole
63.21K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares168.39K
TypeSH
Market value$5.65M
1.73%
Sole
168.39K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares25.02K
TypeSH
Market value$5.64M
1.73%
Sole
25.02K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares14.76K
TypeSH
Market value$5.53M
1.69%
Sole
14.76K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares53.85K
TypeSH
Market value$5.28M
1.62%
Sole
53.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PIMCO ETF TRSOLE | ACTIVE BD ETF | 152.10K | SH | $14.20M 4.35% | 152.10K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 241.43K | SH | $12.42M 3.80% | 241.43K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 62.92K | SH | $11.74M 3.59% | 62.92K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 35.17K | SH | $11.60M 3.55% | 35.17K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 261.30K | SH | $10.98M 3.36% | 261.30K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.51K | SH | $10.10M 3.09% | 19.51K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 41.36K | SH | $9.08M 2.78% | 41.36K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 47.43K | SH | $8.65M 2.65% | 47.43K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 135.68K | SH | $7.75M 2.37% | 135.68K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 24.44K | SH | $7.35M 2.25% | 24.44K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.44K | SH | $6.93M 2.12% | 9.44K | 0.00 | 0.00 |
INTUITSOLE | COM | 9.61K | SH | $6.56M 2.01% | 9.61K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 49.09K | SH | $6.38M 1.95% | 49.09K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 14.25K | SH | $6.37M 1.95% | 14.25K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 GR ETF | 22.79K | SH | $6.24M 1.91% | 22.79K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 30.63K | SH | $6.24M 1.91% | 30.63K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 73.94K | SH | $6.13M 1.88% | 73.94K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 71.60K | SH | $6.02M 1.84% | 71.60K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 211.87K | SH | $5.88M 1.80% | 211.87K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 23.77K | SH | $5.78M 1.77% | 23.77K | 0.00 | 0.00 |
KRATOS DEFENSE & SEC SOLUTIOSOLE | COM NEW | 63.21K | SH | $5.78M 1.77% | 63.21K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 168.39K | SH | $5.65M 1.73% | 168.39K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 25.02K | SH | $5.64M 1.73% | 25.02K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 14.76K | SH | $5.53M 1.69% | 14.76K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 53.85K | SH | $5.28M 1.62% | 53.85K | 0.00 | 0.00 |
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