Latest Bouvel Investment Partners, LLC Stock Portfolio

Bouvel Investment Partners, LLC Performance:

2025 Q4: 0.32%YTD: 15.04%2024: 18.74%

Performance for 2025 Q4 is 0.32%, and YTD is 15.04%, and 2024 is 18.74%.

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 $346.9 Millions as of 31 Dec, 2025.

The top stock holdings of Bouvel Investment Partners, LLC are BOND, , AVGO. The fund has invested 6.4% of it's portfolio in PIMCO ETF TR and 4% of portfolio in MORGAN STANLEY ETF TRUST.

The fund managers got completely rid off FISERV INC, SYNOPSYS INC (SNPS) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), OKLO INC (ALCC) and D-WAVE QUANTUM INC (QBTS). Bouvel Investment Partners, LLC opened new stock positions in INTERNATIONAL BUSINESS MACHS (IBM), BOEING CO (BA) and AMPHENOL CORP NEW (APH). The fund showed a lot of confidence in some stocks as they added substantially to PLUG POWER INC (PLUG), SUPER MICRO COMPUTER INC (SMCI) and PIMCO ETF TR (BOND).

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

Our best estimate is that Bouvel Investment Partners, LLC made a return of 0.32% in the last quarter. In trailing 12 months, it's portfolio return was 15.04%.

Performance
S&P 500

New Buys

Ticker	$ Bought
international business machs	6,883,620
boeing co	5,838,790
amphenol corp new	4,404,750
datadog inc	3,481,210
grail inc	1,289,070
epam sys inc	1,113,730
quantum computing inc	715,727
ishares inc	304,171

New stocks bought by Bouvel Investment Partners, LLC

Additions

Ticker	% Inc.
plug power inc	2,210
super micro computer inc	77.91
pimco etf tr	56.37
indie semiconductor inc	51.64
monolithic pwr sys inc	37.92
pimco etf tr	19.86
ishares tr	13.64
ishares tr	13.5

Additions to existing portfolio by Bouvel Investment Partners, LLC

Reductions

Ticker	% Reduced
palantir technologies inc	-44.74
oklo inc	-31.93
d-wave quantum inc	-19.19
fidelity covington trust	-4.32
ishares tr	-4.31
eos energy enterprises inc	-2.34
aehr test sys	-2.33
tempus ai inc	-1.88

Bouvel Investment Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
cerus corp	-788,941
aurora innovation inc	-773,260
ishares tr	-3,490,470
fiserv inc	-4,504,560
ishares tr	-2,537,160
synopsys inc	-3,864,720
illumina inc	-582,071
hubspot inc	-827,070

Bouvel Investment Partners, LLC got rid off the above stocks

Sector Distribution

Bouvel Investment Partners, LLC has about 36.4% of it's holdings in Technology sector.

Sector	%
Technology	36.4
Others	31.2
Industrials	15.3
Healthcare	6.4
Communication Services	4.5
Financial Services	3.5
Consumer Cyclical	2.8

Market Cap. Distribution

Bouvel Investment Partners, LLC has about 59.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	39.4
UNALLOCATED	31.2
MEGA-CAP	20.2
MID-CAP	4.6
SMALL-CAP	3.1
MICRO-CAP	1.4

Stocks belong to which Index?

About 51.4% of the stocks held by Bouvel Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	48.5
S&P 500	46.3
RUSSELL 2000	5.1

Top 5 Winners (%)		%
LITE	lumentum hldgs inc	126.1 %
VICR	vicor corp	120.0 %
TWLO	twilio inc	41.2 %
TER	teradyne inc	40.6 %
LLY	eli lilly & co	40.5 %

Top 5 Winners ($)		$
LITE	lumentum hldgs inc	2.1 M
LLY	eli lilly & co	2.1 M
ISRG	intuitive surgical inc	1.7 M
GOOG	alphabet inc	1.7 M
VICR	vicor corp	1.4 M

Top 5 Losers (%)		%
SMR	nuscale pwr corp	-60.4 %
SMCI	super micro computer inc	-33.3 %
COIN	coinbase global inc	-32.9 %
AEHR	aehr test sys	-32.6 %
ALCC	oklo inc	-30.0 %

Top 5 Losers ($)		$
SMR	nuscale pwr corp	-1.8 M
ALCC	oklo inc	-1.4 M
SMCI	super micro computer inc	-1.2 M
KTOS	kratos defense & sec solutio	-1.0 M
UBER	uber technologies inc	-0.9 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 80 stocks in it's portfolio. About 33.4% of the portfolio is in top 10 stocks. SMR proved to be the most loss making stock for the portfolio. LITE was the most profitable stock for Bouvel Investment Partners, LLC last quarter.

Last Reported on: 23 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.55	27,371	1,900,100	added	11.16

ADPT	adaptive biotechnologies cor	0.20	42,518	690,484	reduced	-0.84

AEHR	aehr test sys	0.31	53,796	1,086,140	reduced	-2.33

ALCC	oklo inc	0.58	27,958	2,006,270	reduced	-31.93

AMZN	amazon com inc	2.80	42,061	9,708,520	added	1.69

AOA	ishares tr	1.80	22,540	6,242,230	reduced	-1.11

APH	amphenol corp new	1.27	32,594	4,404,750	new

AUR	aurora innovation inc	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	3.59	36,010	12,463,100	added	2.37

BA	boeing co	1.68	26,892	5,838,790	new

BBAX	j p morgan exchange traded f	2.40	145,588	8,333,460	added	7.3

BBAX	j p morgan exchange traded f	0.70	50,163	2,442,940	added	9.77

BLDE	strata critical medical inc	0.34	243,672	1,172,060	reduced	-1.04

BOND	pimco etf tr	6.38	237,842	22,138,300	added	56.37

BOND	pimco etf tr	1.10	37,898	3,802,680	added	19.86

BSX	boston scientific corp	1.27	46,142	4,399,640	added	1.51

CERS	cerus corp	0.00	0.00	0.00	sold off	-100

CGCP	capital grp fixed incm etf t	1.85	231,976	6,407,180	added	9.49