BOUVEL INVESTMENT PARTNERS, LLC

PrivateCIK: 1839122
Location

PHOENIXVILLE, PA

📋 What this filing means

BOUVEL INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $442.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

84
Positions
$442.30M
Total AUM (reported)
5.26M
Total Shares

Allocation by class

TOTAL AUM$442.30M84 positions
COM$231.05M52.2%
CL A$20.79M4.7%
COM NEW$18.40M4.2%
ACTIVE BD ETF$15.05M3.4%
SHS CREAT UNIT$14.42M3.3%
EATO VANC BD ETF$14.25M3.2%
US MULTI-SECTOR$11.35M2.6%

Portfolio Concentration

Top 312.2%4–1019.2%11–2528.8%Rest39.7%TOP 1031.4%0%100%
Top 3$53.99M12.2%
4–10$85.11M19.2%
11–25$127.56M28.8%
Rest$175.64M39.7%

Top 3 weight

12.2%

Top 10 weight

31.4%

Voting Authority Distribution

Total shares with voting rights: 5.26M

Sole

Full voting authority

5.26M

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)

Sole84
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings84
Rows:

MARVELL TECHNOLOGY INC

SOLE
COM
Shares71.58K
TypeSH
Market value$21.32M
4.82%
Sole
71.58K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares126.14K
TypeSH
Market value$17.61M
3.98%
Sole
126.14K
Shared
0.00
None
0.00

PIMCO ETF TR

SOLE
ACTIVE BD ETF
Shares163.26K
TypeSH
Market value$15.05M
3.40%
Sole
163.26K
Shared
0.00
None
0.00

CAPITAL GROUP DIVIDEND VALUE

SOLE
SHS CREAT UNIT
Shares292.61K
TypeSH
Market value$14.42M
3.26%
Sole
292.61K
Shared
0.00
None
0.00

MORGAN STANLEY ETF TRUST

SOLE
EATO VANC BD ETF
Shares280.96K
TypeSH
Market value$14.25M
3.22%
Sole
280.96K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares63.28K
TypeSH
Market value$12.66M
2.86%
Sole
63.28K
Shared
0.00
None
0.00

CAPITAL GRP FIXED INCM ETF T

SOLE
US MULTI-SECTOR
Shares415.15K
TypeSH
Market value$11.35M
2.57%
Sole
415.15K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
RAFI US 1000 ETF
Shares204.07K
TypeSH
Market value$11.03M
2.49%
Sole
204.07K
Shared
0.00
None
0.00

DATADOG INC

SOLE
CL A COM
Shares41.68K
TypeSH
Market value$10.85M
2.45%
Sole
41.68K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares30.97K
TypeSH
Market value$10.56M
2.39%
Sole
30.97K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares26.43K
TypeSH
Market value$9.98M
2.26%
Sole
26.43K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares41.73K
TypeSH
Market value$9.95M
2.25%
Sole
41.73K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares37.71K
TypeSH
Market value$9.49M
2.15%
Sole
37.71K
Shared
0.00
None
0.00

VICOR CORP

SOLE
COM
Shares24.52K
TypeSH
Market value$9.31M
2.11%
Sole
24.52K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares24.64K
TypeSH
Market value$9.21M
2.08%
Sole
24.64K
Shared
0.00
None
0.00

TERADYNE INC

SOLE
COM
Shares18.01K
TypeSH
Market value$8.72M
1.97%
Sole
18.01K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares24.03K
TypeSH
Market value$8.59M
1.94%
Sole
24.03K
Shared
0.00
None
0.00

VANGUARD MALVERN FDS

SOLE
STRM INFPROIDX
Shares169.98K
TypeSH
Market value$8.54M
1.93%
Sole
169.98K
Shared
0.00
None
0.00

MASTEC INC

SOLE
COM
Shares20.31K
TypeSH
Market value$8.45M
1.91%
Sole
20.31K
Shared
0.00
None
0.00

PGIM ETF TR

SOLE
PGIM ULTRA SH BD
Shares166.03K
TypeSH
Market value$8.23M
1.86%
Sole
166.03K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares6.83K
TypeSH
Market value$8.19M
1.85%
Sole
6.83K
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares65.51K
TypeSH
Market value$7.52M
1.70%
Sole
65.51K
Shared
0.00
None
0.00

LUMENTUM HLDGS INC

SOLE
COM
Shares8.62K
TypeSH
Market value$7.40M
1.67%
Sole
8.62K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares19.67K
TypeSH
Market value$7.34M
1.66%
Sole
19.67K
Shared
0.00
None
0.00

ISHARES TR

SOLE
US INFRASTRUC
Shares105.49K
TypeSH
Market value$6.65M
1.50%
Sole
105.49K
Shared
0.00
None
0.00
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