13F-HR filed by Bouvel Investment Partners, LLC
Bouvel Investment Partners, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-11, with 73 holding rows worth $295,628,238.
- Accession
- 0001085146-25-003772
- Filer
- CIK 1839122
- Filed
- 2025-07-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 73 entries on the cover page, a total value of $295,628,238 stated on the cover page (in dollars after the unit check, H1), rows summing to $295,628,238 with VALUE read as dollars as filed, 13F file number 028-20515. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| EATON VANCE TOTAL RETURN BOND ETF | 61774R841 | ETF | 251,147 | $12,774,592 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 133,748 | $12,328,891 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 76,961 | $12,159,068 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 87,753 | $11,962,421 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 269,954 | $10,660,483 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 19,805 | $9,850,956 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 35,531 | $9,794,120 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 42,077 | $9,231,273 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 142,025 | $8,074,121 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 14,327 | $7,785,163 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 9,768 | $7,693,176 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 9,545 | $7,045,069 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 49,637 | $6,603,210 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 31,076 | $6,359,290 | dollars as filed | |
| General Electric Company | 369604301 | COM | 24,658 | $6,346,723 | dollars as filed | |
| FISERV INC | 337738108 | COM | 35,301 | $6,086,245 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 219,457 | $6,061,402 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 23,446 | $5,779,673 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 72,628 | $5,621,369 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 19,696 | $5,370,766 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 14,998 | $5,354,136 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 6,737 | $5,251,694 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 54,792 | $5,112,094 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 45,948 | $4,935,275 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 18,562 | $4,322,602 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 24,121 | $4,250,844 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 29,079 | $4,246,116 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 7,968 | $4,085,034 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 83,138 | $3,861,737 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 34,354 | $3,782,375 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 12,033 | $3,725,056 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 77,869 | $3,291,501 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 19,237 | $3,278,562 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 32,436 | $3,260,953 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 106,017 | $3,252,602 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 80,287 | $3,176,154 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 13,639 | $2,982,031 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 4,945 | $2,931,297 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092782 | VLU FACTOR ETF | 45,304 | $2,893,566 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 7,415 | $2,803,463 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 16,116 | $2,667,843 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 7,599 | $2,663,374 | dollars as filed | |
| TEMPUS AI INC CL A | 88023B103 | Stock | 39,934 | $2,537,406 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 4,749 | $2,418,713 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 47,381 | $2,322,143 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 7,275 | $2,283,914 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 40,416 | $2,262,892 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 16,819 | $2,159,728 | dollars as filed | |
| D-WAVE QUANTUM INC | 26740W109 | COM | 146,492 | $2,144,643 | dollars as filed | |
| JPMORGAN INT BOND OPPORTUNITIE | 46641Q852 | INTL BD OPP ETF | 43,523 | $2,116,088 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 25,481 | $2,111,356 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 22,183 | $1,994,695 | dollars as filed | |
| PROSHARES TR | 74347X849 | INDX FD | 80,967 | $1,956,972 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 4,750 | $1,837,680 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 44,143 | $1,714,956 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 23,030 | $1,711,590 | dollars as filed | |
| MERCURY SYS INC COM | 589378108 | Stock | 30,808 | $1,659,319 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 25,421 | $1,625,419 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 31,161 | $1,515,671 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 9,420 | $1,272,077 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 120,111 | $1,267,171 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 1,523 | $1,113,892 | dollars as filed | |
| VICOR CORP | 925815102 | COM | 23,302 | $1,056,979 | dollars as filed | |
| STRATA CRITICAL MEDICAL INC | 092667104 | CL A COM | 255,470 | $1,029,544 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 1,739 | $967,980 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 2,548 | $724,626 | dollars as filed | |
| AEHR TEST SYSTEMS | 00760J108 | COMMON STOCK | 54,802 | $708,590 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 133,086 | $697,371 | dollars as filed | |
| CERUS CORP | 157085101 | COM | 486,063 | $685,349 | dollars as filed | |
| INDIE SEMICONDUCTOR INC | 45569U101 | CLASS A COM | 180,972 | $644,260 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 5,993 | $571,792 | dollars as filed | |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | 00650F109 | Stock | 41,974 | $488,991 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 2,335 | $310,111 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-003772 | this filing | 2025-07-11 | acceptance time not in the bulk data set |