Latest Bouvel Investment Partners, LLC Stock Portfolio

Bouvel Investment Partners, LLC Performance:

2025 Q3: 6.61%YTD: 14.75%2024: 18.73%

Performance for 2025 Q3 is 6.61%, and YTD is 14.75%, and 2024 is 18.73%.

About Bouvel Investment Partners, LLC and 13F Hedge Fund Stock Holdings

Bouvel Investment Partners, LLC is a hedge fund based in PHOENIXVILLE, PA. On 26-Feb-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $205.8 Millions. In it's latest 13F Holdings report, Bouvel Investment Partners, LLC reported an equity portfolio of $326.7 Millions as of 30 Sep, 2025.

The top stock holdings of Bouvel Investment Partners, LLC are BOND, , NVDA. The fund has invested 4.3% of it's portfolio in PIMCO ETF TR and 3.8% of portfolio in MORGAN STANLEY ETF TRUST.

The fund managers got completely rid off AUTODESK INC (ADSK), PROSHARES TR (EET) and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), KRATOS DEFENSE & SEC SOLUTIO (KTOS) and NVIDIA CORPORATION (NVDA). Bouvel Investment Partners, LLC opened new stock positions in INTEL CORP (INTC), SNOWFLAKE INC (SNOW) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), PIMCO ETF TR (BOND) and AURORA INNOVATION INC (AUR).

Bouvel Investment Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Bouvel Investment Partners, LLC made a return of 6.61% in the last quarter. In trailing 12 months, it's portfolio return was 17.51%.

New Buys

Ticker	$ Bought
intel corp	5,649,620
snowflake inc	5,643,260
ishares tr	4,772,160
ishares tr	2,537,160
lumentum hldgs inc	1,697,880
eos energy enterprises inc	1,262,210
twilio inc	1,176,360
plug power inc	34,950

New stocks bought by Bouvel Investment Partners, LLC

Additions

Ticker	% Inc.
ishares tr	190
pimco etf tr	13.72
aurora innovation inc	7.8
indie semiconductor inc	5.49
j p morgan exchange traded f	5.00
ishares tr	4.12
vicor corp	3.42
quanta svcs inc	2.41

Additions to existing portfolio by Bouvel Investment Partners, LLC

Reductions

Ticker	% Reduced
palantir technologies inc	-45.95
kratos defense & sec solutio	-23.97
nvidia corporation	-18.24
j p morgan exchange traded f	-4.47
ishares tr	-4.2
morgan stanley etf trust	-3.87
strata critical medical inc	-3.62
capital grp fixed incm etf t	-3.46

Bouvel Investment Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
proshares tr	-1,956,970
autodesk inc	-3,725,060
adobe inc	-1,837,680

Bouvel Investment Partners, LLC got rid off the above stocks

Sector Distribution

Bouvel Investment Partners, LLC has about 35.3% of it's holdings in Technology sector.

Sector	%
Technology	35.3
Others	31.9
Industrials	15.3
Healthcare	6.2
Communication Services	4.3
Financial Services	4.1
Consumer Cyclical	2.8

Market Cap. Distribution

Bouvel Investment Partners, LLC has about 57.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	37.7
UNALLOCATED	31.9
MEGA-CAP	20.1
MID-CAP	5.1
SMALL-CAP	3.6
MICRO-CAP	1.5

Stocks belong to which Index?

About 49.4% of the stocks held by Bouvel Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	50.6
S&P 500	42.8
RUSSELL 2000	6.6

Top 5 Winners (%)		%
AEHR	aehr test sys	131.3 %
KTOS	kratos defense & sec solutio	96.7 %
QBTS	d-wave quantum inc	67.3 %
TER	teradyne inc	51.5 %
JOBY	joby aviation inc	51.3 %

Top 5 Winners ($)		$
PLTR	palantir technologies inc	4.0 M
KTOS	kratos defense & sec solutio	3.7 M
NVDA	nvidia corporation	2.2 M
AVGO	broadcom inc	1.9 M
GOOG	alphabet inc	1.6 M

Top 5 Losers (%)		%
ISRG	intuitive surgical inc	-17.7 %
HUBS	hubspot inc	-15.7 %
INTU	intuit	-13.3 %
CRM	salesforce inc	-13.1 %
TYL	tyler technologies inc	-11.6 %

Top 5 Losers ($)		$
ISRG	intuitive surgical inc	-1.4 M
INTU	intuit	-1.0 M
CRM	salesforce inc	-0.7 M
BSX	boston scientific corp	-0.4 M
HON	honeywell intl inc	-0.4 M

Bouvel Investment Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Bouvel Investment Partners, LLC

Bouvel Investment Partners, LLC has 77 stocks in it's portfolio. About 31.8% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for Bouvel Investment Partners, LLC last quarter.

Last Reported on: 22 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	1.07	110,388	3,490,470	added	4.12

AAXJ	ishares tr	0.78	30,668	2,537,160	new

ACWF	ishares tr	0.51	24,623	1,676,330	reduced	-3.14

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADPT	adaptive biotechnologies cor	0.20	42,878	641,447	added	2.15

ADSK	autodesk inc	0.00	0.00	0.00	sold off	-100

AEHR	aehr test sys	0.51	55,077	1,658,370	added	0.5

ALCC	oklo inc	1.40	41,070	4,584,640	added	1.62

AMZN	amazon com inc	2.78	41,362	9,081,850	reduced	-1.7

AOA	ishares tr	1.91	22,792	6,237,030	reduced	-2.79

AUR	aurora innovation inc	0.24	143,462	773,260	added	7.8

AVGO	broadcom inc	3.55	35,175	11,604,600	reduced	-1.00

BBAX	j p morgan exchange traded f	2.37	135,681	7,747,380	reduced	-4.47

BBAX	j p morgan exchange traded f	0.69	45,697	2,240,520	added	5.00

BLDE	strata critical medical inc	0.38	246,233	1,245,940	reduced	-3.62

BOND	pimco etf tr	4.35	152,100	14,198,500	added	13.72

BOND	pimco etf tr	0.98	31,618	3,183,620	reduced	-2.52

BSX	boston scientific corp	1.36	45,456	4,437,870	reduced	-1.07

CERS	cerus corp	0.24	496,189	788,941	added	2.08

CGCP	capital grp fixed incm etf t	1.80	211,872	5,879,450	reduced	-3.46