Filed: 1/23/2026ACC: 0001839122-26-000001
📋 What this filing means
BOUVEL INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $346.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$346.88M
Total AUM (reported)
4.50M
Total Shares
Allocation by class
COM$160.40M46.2%
COM NEW$23.78M6.9%
ACTIVE BD ETF$22.14M6.4%
CL A$21.73M6.3%
EATON VANCE TOTA$13.72M4.0%
SHS CREATION UNI$12.25M3.5%
EQUITY PREMIUM$8.33M2.4%
Portfolio Concentration
Top 3$48.32M13.9%
4–10$67.56M19.5%
11–25$94.99M27.4%
Rest$136.00M39.2%
Top 3 weight
13.9%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 4.50M
Sole
Full voting authority
4.50M
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)
Sole80
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings80
Rows:
PIMCO ETF TR
SOLEShares237.84K
TypeSH
Market value$22.14M
6.38%
Sole
237.84K
Shared
0.00
None
0.00
MORGAN STANLEY ETF TRUST
SOLEShares266.42K
TypeSH
Market value$13.72M
3.96%
Sole
266.42K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares36.01K
TypeSH
Market value$12.46M
3.59%
Sole
36.01K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares280.69K
TypeSH
Market value$12.25M
3.53%
Sole
280.69K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares63.38K
TypeSH
Market value$11.82M
3.41%
Sole
63.38K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares42.06K
TypeSH
Market value$9.71M
2.80%
Sole
42.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.83K
TypeSH
Market value$9.59M
2.76%
Sole
19.82K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares145.59K
TypeSH
Market value$8.33M
2.40%
Sole
145.59K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares14.51K
TypeSH
Market value$8.21M
2.37%
Sole
14.50K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares24.82K
TypeSH
Market value$7.65M
2.20%
Sole
24.82K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares24.18K
TypeSH
Market value$7.57M
2.18%
Sole
24.18K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.82K
TypeSH
Market value$7.33M
2.11%
Sole
6.82K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares23.24K
TypeSH
Market value$6.88M
1.98%
Sole
23.24K
Shared
0.00
None
0.00
INTUIT
SOLEShares9.78K
TypeSH
Market value$6.47M
1.87%
Sole
9.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares77.80K
TypeSH
Market value$6.44M
1.86%
Sole
77.80K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares231.98K
TypeSH
Market value$6.41M
1.85%
Sole
231.98K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares49.88K
TypeSH
Market value$6.36M
1.83%
Sole
49.88K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.61K
TypeSH
Market value$6.34M
1.83%
Sole
9.61K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares171.25K
TypeSH
Market value$6.32M
1.82%
Sole
171.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.54K
TypeSH
Market value$6.24M
1.80%
Sole
22.54K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares72.54K
TypeSH
Market value$6.16M
1.78%
Sole
72.54K
Shared
0.00
None
0.00
BOEING CO
SOLEShares26.89K
TypeSH
Market value$5.84M
1.68%
Sole
26.89K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares31.15K
TypeSH
Market value$5.74M
1.65%
Sole
31.14K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares25.45K
TypeSH
Market value$5.58M
1.61%
Sole
25.45K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares28.92K
TypeSH
Market value$5.30M
1.53%
Sole
28.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PIMCO ETF TRSOLE | ACTIVE BD ETF | 237.84K | SH | $22.14M 6.38% | 237.84K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 266.42K | SH | $13.72M 3.96% | 266.42K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 36.01K | SH | $12.46M 3.59% | 36.01K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 280.69K | SH | $12.25M 3.53% | 280.69K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 63.38K | SH | $11.82M 3.41% | 63.38K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 42.06K | SH | $9.71M 2.80% | 42.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.83K | SH | $9.59M 2.76% | 19.82K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 145.59K | SH | $8.33M 2.40% | 145.59K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 14.51K | SH | $8.21M 2.37% | 14.50K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 24.82K | SH | $7.65M 2.20% | 24.82K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 24.18K | SH | $7.57M 2.18% | 24.18K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.82K | SH | $7.33M 2.11% | 6.82K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 23.24K | SH | $6.88M 1.98% | 23.24K | 0.00 | 0.00 |
INTUITSOLE | COM | 9.78K | SH | $6.47M 1.87% | 9.77K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 77.80K | SH | $6.44M 1.86% | 77.80K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 231.98K | SH | $6.41M 1.85% | 231.98K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 49.88K | SH | $6.36M 1.83% | 49.88K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.61K | SH | $6.34M 1.83% | 9.61K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 171.25K | SH | $6.32M 1.82% | 171.25K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 GR ETF | 22.54K | SH | $6.24M 1.80% | 22.54K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 72.54K | SH | $6.16M 1.78% | 72.54K | 0.00 | 0.00 |
BOEING COSOLE | COM | 26.89K | SH | $5.84M 1.68% | 26.89K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 31.15K | SH | $5.74M 1.65% | 31.14K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 25.45K | SH | $5.58M 1.61% | 25.45K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 28.92K | SH | $5.30M 1.53% | 28.92K | 0.00 | 0.00 |
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