The Analysis of Bouvel Investment Partners, LLC's Holdings


Currently, Bouvel Investment Partners, LLC holds 78 types of securities in its portfolio with a total value $326.7M. In the most recent quarter, they have increased their positions in INTC (+168.4K shares, valued at $5.6M), SNOW (+25.0K shares, valued at $5.6M), IWF (+10.2K shares, valued at $4.8M); decreased their positions in PLTR (-40.3K shares, valued at $7.4M), NVDA (-14.0K shares, valued at $2.6M), KTOS (-19.9K shares, valued at $1.8M); initiated new positions in INTC (+168.4K shares, valued at $5.6M), SNOW (+25.0K shares, valued at $5.6M), IWF (+10.2K shares, valued at $4.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BOND PIMCO ETF TR152.1K shares13.72%2025-09-302025-10-22history
EVTR MORGAN STANLEY ETF TRUST241.4K shares-3.87%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION62.9K shares-18.24%2025-09-302025-10-22history
AVGO BROADCOM INC35.2K shares-1.00%2025-09-302025-10-22history
CGDV CAPITAL GROUP DIVIDEND VALUE261.3K shares-3.21%2025-09-302025-10-22history
MSFT MICROSOFT CORP19.5K shares-1.51%2025-09-302025-10-22history
AMZN AMAZON COM INC41.4K shares-1.70%2025-09-302025-10-22history
PLTR PALANTIR TECHNOLOGIES INC47.4K shares-45.95%2025-09-302025-10-22history
Sponsored
JEPI J P MORGAN EXCHANGE TRADED F135.7K shares-4.47%2025-09-302025-10-22history
GE GE AEROSPACE24.4K shares-0.88%2025-09-302025-10-22history
META META PLATFORMS INC9.4K shares-1.12%2025-09-302025-10-22history
INTU INTUIT9.6K shares-1.66%2025-09-302025-10-22history
KKR KKR & CO INC49.1K shares-1.10%2025-09-302025-10-22history
ISRG INTUITIVE SURGICAL INC14.3K shares-0.51%2025-09-302025-10-22history
IWY ISHARES TR22.8K shares-2.79%2025-09-302025-10-22history
PANW PALO ALTO NETWORKS INC30.6K shares-1.44%2025-09-302025-10-22history
Sponsored
SHY ISHARES TR73.9K shares190.19%2025-09-302025-10-22history
MRVL MARVELL TECHNOLOGY INC71.6K shares-1.41%2025-09-302025-10-22history
CGMS CAPITAL GRP FIXED INCM ETF T211.9K shares-3.46%2025-09-302025-10-22history
GOOGL ALPHABET INC23.8K shares-1.44%2025-09-302025-10-22history
KTOS KRATOS DEFENSE & SEC SOLUTIO63.2K shares-23.97%2025-09-302025-10-22history
INTC INTEL CORP168.4K sharesnew addition2025-09-302025-10-22history
SNOW SNOWFLAKE INC25.0K sharesnew addition2025-09-302025-10-22history
ETN EATON CORP PLC14.8K shares-1.56%2025-09-302025-10-22history
Sponsored
UBER UBER TECHNOLOGIES INC53.9K shares-1.72%2025-09-302025-10-22history
LLY ELI LILLY & CO6.7K shares-0.13%2025-09-302025-10-22history
RTX RTX CORPORATION28.6K shares-1.66%2025-09-302025-10-22history
IWF ISHARES TR10.2K sharesnew addition2025-09-302025-10-22history
CRM SALESFORCE INC19.6K shares-0.60%2025-09-302025-10-22history
OKLO OKLO INC41.1K shares1.62%2025-09-302025-10-22history
FI FISERV INC34.9K shares-1.03%2025-09-302025-10-22history
BSX BOSTON SCIENTIFIC CORP45.5K shares-1.07%2025-09-302025-10-22history
Sponsored
MTZ MASTEC INC19.6K shares2.15%2025-09-302025-10-22history
IVW ISHARES TR33.3K shares-3.19%2025-09-302025-10-22history
SNPS SYNOPSYS INC7.8K shares-1.69%2025-09-302025-10-22history
HON HONEYWELL INTL INC18.2K shares-1.80%2025-09-302025-10-22history
QBTS D-WAVE QUANTUM INC148.3K shares1.26%2025-09-302025-10-22history
FSLR FIRST SOLAR INC16.3K shares1.20%2025-09-302025-10-22history
PFF ISHARES TR110.4K shares4.12%2025-09-302025-10-22history
PRF INVESCO EXCHANGE TRADED FD T75.9K shares-2.57%2025-09-302025-10-22history
Sponsored
TEM TEMPUS AI INC40.5K shares1.37%2025-09-302025-10-22history
MINT PIMCO ETF TR31.6K shares-2.52%2025-09-302025-10-22history
PWR QUANTA SVCS INC7.6K shares2.41%2025-09-302025-10-22history
TER TERADYNE INC22.6K shares2.00%2025-09-302025-10-22history
FVAL FIDELITY COVINGTON TRUST43.9K shares-3.15%2025-09-302025-10-22history
SMR NUSCALE PWR CORP81.6K shares1.64%2025-09-302025-10-22history
MMC MARSH & MCLENNAN COS INC13.4K shares-1.57%2025-09-302025-10-22history
TYL TYLER TECHNOLOGIES INC5.0K shares1.54%2025-09-302025-10-22history
Sponsored
COIN COINBASE GLOBAL INC7.8K shares2.26%2025-09-302025-10-22history
VRT VERTIV HOLDINGS CO17.2K shares2.12%2025-09-302025-10-22history
IMCG ISHARES TR30.7K sharesnew addition2025-09-302025-10-22history
MRCY MERCURY SYS INC31.5K shares2.11%2025-09-302025-10-22history
SYM SYMBOTIC INC44.5K shares0.76%2025-09-302025-10-22history
CRWD CROWDSTRIKE HLDGS INC4.8K shares2.08%2025-09-302025-10-22history
SMCI SUPER MICRO COMPUTER INC47.0K shares-0.79%2025-09-302025-10-22history
JPIB J P MORGAN EXCHANGE TRADED F45.7K shares5.00%2025-09-302025-10-22history
Sponsored
ZS ZSCALER INC7.4K shares1.98%2025-09-302025-10-22history
CRSP CRISPR THERAPEUTICS AG31.7K shares1.88%2025-09-302025-10-22history
JOBY JOBY AVIATION INC122.7K shares2.13%2025-09-302025-10-22history
LITE LUMENTUM HLDGS INC10.4K sharesnew addition2025-09-302025-10-22history
DGRO ISHARES TR24.6K shares-3.14%2025-09-302025-10-22history
AEHR AEHR TEST SYS55.1K shares0.50%2025-09-302025-10-22history
PYPL PAYPAL HLDGS INC23.3K shares1.14%2025-09-302025-10-22history
MPWR MONOLITHIC PWR SYS INC1.6K shares2.17%2025-09-302025-10-22history
Sponsored
ITOT ISHARES TR9.2K shares-2.46%2025-09-302025-10-22history
EOSE EOS ENERGY ENTERPRISES INC110.8K sharesnew addition2025-09-302025-10-22history
SRTA STRATA CRITICAL MEDICAL INC246.2K shares-3.62%2025-09-302025-10-22history
VICR VICOR CORP24.1K shares3.42%2025-09-302025-10-22history
TWLO TWILIO INC11.8K sharesnew addition2025-09-302025-10-22history
HUBS HUBSPOT INC1.8K shares1.67%2025-09-302025-10-22history
CERS CERUS CORP496.2K shares2.08%2025-09-302025-10-22history
INDI INDIE SEMICONDUCTOR INC190.9K shares5.49%2025-09-302025-10-22history
Sponsored
AUR AURORA INNOVATION INC143.5K shares7.80%2025-09-302025-10-22history
VOT VANGUARD INDEX FDS2.5K shares-1.69%2025-09-302025-10-22history
ADPT ADAPTIVE BIOTECHNOLOGIES COR42.9K shares2.15%2025-09-302025-10-22history
ILMN ILLUMINA INC6.1K shares2.27%2025-09-302025-10-22history
DVY ISHARES TR2.2K shares-4.20%2025-09-302025-10-22history
PLUG PLUG POWER INC15.0K sharesnew addition2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available