Latest Bouvel Investment Partners, LLC Stock Portfolio
Bouvel Investment Partners, LLC Performance:
2025 Q1: -2.92%YTD: -2.92%2024: 16.58%
Performance for 2025 Q1 is -2.92%, and YTD is -2.92%, and 2024 is 16.58%.
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 $265.9 Millions as of 31 Mar, 2025.
The top stock holdings of Bouvel Investment Partners, LLC are , BOND, BBAX. The fund has invested 4.7% of it's portfolio in MORGAN STANLEY ETF TRUST and 4.4% of portfolio in PIMCO ETF TR.
The fund managers got completely rid off ISHARES TR (AAXJ), PIMCO ETF TR (BOND) and SUPER MICRO COMPUTER INC (SMCI) stocks. They significantly reduced their stock positions in PALO ALTO NETWORKS INC (PANW), J P MORGAN EXCHANGE TRADED F and ISHARES TR (IJR). Bouvel Investment Partners, LLC opened new stock positions in VANGUARD WORLD FD (EDV), VANGUARD BD INDEX FDS (BIV) and ENPHASE ENERGY INC (ENPH). The fund showed a lot of confidence in some stocks as they added substantially to PLUG POWER INC (PLUG), SABRE CORP (SABR) and ASPEN AEROGELS INC (ASPN).
The top stock holdings of Bouvel Investment Partners, LLC are , BOND, BBAX. The fund has invested 4.7% of it's portfolio in MORGAN STANLEY ETF TRUST and 4.4% of portfolio in PIMCO ETF TR.
The fund managers got completely rid off ISHARES TR (AAXJ), PIMCO ETF TR (BOND) and SUPER MICRO COMPUTER INC (SMCI) stocks. They significantly reduced their stock positions in PALO ALTO NETWORKS INC (PANW), J P MORGAN EXCHANGE TRADED F and ISHARES TR (IJR). Bouvel Investment Partners, LLC opened new stock positions in VANGUARD WORLD FD (EDV), VANGUARD BD INDEX FDS (BIV) and ENPHASE ENERGY INC (ENPH). The fund showed a lot of confidence in some stocks as they added substantially to PLUG POWER INC (PLUG), SABRE CORP (SABR) and ASPEN AEROGELS INC (ASPN).
Bouvel Investment Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Bouvel Investment Partners, LLC made a return of -2.92% in the last quarter. In trailing 12 months, it's portfolio return was 5.13%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard world fd | 3,515,400 |
| vanguard bd index fds | 2,903,440 |
| enphase energy inc | 1,543,570 |
| gentherm inc | 1,285,710 |
| universal display corp | 1,213,430 |
| chargepoint holdings inc | 433,416 |
New stocks bought by Bouvel Investment Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| plug power inc | 2,424 |
| sabre corp | 2,384 |
| aspen aerogels inc | 41.37 |
| ishares tr | 8.13 |
| adobe inc | 4.23 |
| fidelity covington trust | 4.13 |
| ishares tr | 2.88 |
| invesco exchange traded fd t | 2.86 |
Additions to existing portfolio by Bouvel Investment Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| palo alto networks inc | -50.8 |
| j p morgan exchange traded f | -43.99 |
| ishares tr | -26.03 |
| intuitive surgical inc | -2.83 |
| nvidia corporation | -2.8 |
| morgan stanley | -2.58 |
| marvell technology inc | -2.04 |
| hubspot inc | -1.99 |
Bouvel Investment Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -4,613,370 |
| nuscale pwr corp | -972,774 |
| super micro computer inc | -1,426,010 |
| symbotic inc | -1,056,020 |
| mercury sys inc | -1,306,750 |
| tempus ai inc | -1,029,210 |
| pimco etf tr | -2,835,610 |
Bouvel Investment Partners, LLC got rid off the above stocks
Sector Distribution
Bouvel Investment Partners, LLC has about 37% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 37 |
| Others | 30.2 |
| Industrials | 12.9 |
| Healthcare | 7.4 |
| Financial Services | 5.2 |
| Consumer Cyclical | 3.8 |
| Communication Services | 3.6 |
Market Cap. Distribution
Bouvel Investment Partners, LLC has about 59.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 39.5 |
| UNALLOCATED | 30.2 |
| MEGA-CAP | 19.7 |
| MID-CAP | 5.7 |
| SMALL-CAP | 4.2 |
Stocks belong to which Index?
About 57.3% of the stocks held by Bouvel Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 49.5 |
| Others | 42.7 |
| RUSSELL 2000 | 7.8 |
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 76 stocks in it's portfolio. About 32.6% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for Bouvel Investment Partners, LLC last quarter.
Last Reported on: 17 Apr, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 1.18 | 94,776 | 3,149,410 | reduced | -1.04 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.60 | 25,667 | 1,609,060 | added | 2.88 | ||
| ADBE | adobe inc | 1.00 | 5,147 | 2,665,010 | added | 4.23 | ||
| ADPT | adaptive biotechnologies cor | 0.08 | 43,882 | 224,673 | added | 0.18 | ||
| ADSK | autodesk inc | 1.24 | 11,988 | 3,302,450 | reduced | -0.52 | ||
| AEHR | aehr test sys | 0.28 | 58,233 | 748,294 | added | 1.12 | ||
| AMD | advanced micro devices inc | 1.25 | 20,197 | 3,313,920 | added | 2.69 | ||
| AMZN | amazon com inc | 2.91 | 41,481 | 7,729,160 | reduced | -1.2 | ||
| ASPN | aspen aerogels inc | 0.95 | 90,992 | 2,519,570 | added | 41.37 | ||
| AVAV | aerovironment inc | 1.29 | 17,108 | 3,430,050 | reduced | -0.96 | ||
| AXP | american express co | 2.95 | 28,917 | 7,842,290 | reduced | -1.38 | ||
| BA | boeing co | 1.25 | 21,862 | 3,323,900 | added | 1.14 | ||
| BBAX | j p morgan exchange traded f | 4.00 | 178,840 | 10,642,800 | added | 1.22 | ||
| BIL | spdr ser tr | 2.19 | 37,019 | 5,832,340 | added | 1.3 | ||
| BIV | vanguard bd index fds | 1.09 | 38,625 | 2,903,440 | new | |||
| BLDE | blade air mobility inc | 0.30 | 268,867 | 790,469 | added | 1.29 | ||
| BOND | pimco etf tr | 4.40 | 123,759 | 11,708,800 | added | 1.65 | ||
| BOND | pimco etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BSX | boston scientific corp | 1.42 | 45,148 | 3,783,400 | reduced | -1.65 | ||