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BIP

Bouvel Investment Partners Portfolio holdings

AUM $442M
1-Year Est. Return 70.77%
This Fund
S&P 500
This Quarter Est. Return
+12.52%
1 Year Est. Return
+70.77%
3 Year Est. Return
+187.45%
5 Year Est. Return
+196.74%
10 Year Est. Return
–
AUM
$327M
AUM Growth
+$31M
Cap. Flow
+$5.32M
Cap. Flow %
1.63%
Top 10 Hldgs %
31.8%
Holding
81
New
8
Increased
31
Reduced
39
Closed
3

Top Buys

Rank Stock Value
1
SNOW icon
Snowflake
SNOW
+$5.37M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.54M
3
INTC icon
Intel
INTC
+$4.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.01M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.5M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$6.54M
2
ADSK icon
Autodesk
ADSK
+$3.73M
3
NVDA icon
NVIDIA
NVDA
+$2.45M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.96M
5
ADBE icon
Adobe
ADBE
+$1.84M

Sector Composition

Rank Sector Weight
1 Technology 36.46%
2 Industrials 14.77%
3 Healthcare 7.51%
4 Financials 4.06%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
26
Eli Lilly
LLY
$1.08T
$5.13M 1.57%
6,728
-9
-0.1% -$6.7K
RTX icon
27
RTX Corp
RTX
$303B
$4.78M 1.46%
28,596
-483
-2% -$75K
IWF icon
28
iShares Russell 1000 Growth ETF
IWF
$127B
$4.77M 1.46%
+40,752
New +$4.54M
CRM icon
29
Salesforce
CRM
$162B
$4.64M 1.42%
19,578
-118
-0.6% -$29.8K
OKLO
30
Oklo
OKLO
$7.82B
$4.58M 1.4%
41,070
+654
+2% +$51.2K
FISV
31
Fiserv Inc
FISV
$27.7B
$4.5M 1.38%
34,938
-363
-1% -$52K
BSX icon
32
Boston Scientific
BSX
$73.2B
$4.44M 1.36%
45,456
-492
-1% -$51K
MTZ icon
33
MasTec
MTZ
$21.9B
$4.18M 1.28%
19,650
+413
+2% +$75.6K
IVW icon
34
iShares S&P 500 Growth ETF
IVW
$77.5B
$4.02M 1.23%
33,259
-1,095
-3% -$126K
SNPS icon
35
Synopsys
SNPS
$79.9B
$3.86M 1.18%
7,833
-135
-2% -$76.3K
HON icon
36
Honeywell
HON
$77B
$3.84M 1.17%
19,340
-354
-2% -$74K
QBTS icon
37
D-Wave Quantum Inc. Common Stock
QBTS
$7.61B
$3.67M 1.12%
148,337
+1,845
+1% +$33.6K
FSLR icon
38
First Solar
FSLR
$25.7B
$3.6M 1.1%
16,309
+193
+1% +$37K
PFF icon
39
iShares Preferred and Income Securities ETF
PFF
$13.2B
$3.49M 1.07%
110,388
+4,371
+4% +$137K
PRF icon
40
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$3.43M 1.05%
75,864
-2,005
-3% -$87.6K
TEM
41
Tempus AI
TEM
$10B
$3.27M 1%
40,483
+549
+1% +$38.5K
MINT icon
42
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$3.18M 0.97%
31,618
-818
-3% -$82.2K
PWR icon
43
Quanta Services
PWR
$100B
$3.15M 0.96%
7,594
+179
+2% +$69.6K
TER icon
44
Teradyne
TER
$57.6B
$3.11M 0.95%
22,627
+444
+2% +$48.5K
FVAL icon
45
Fidelity Value Factor ETF
FVAL
$1.38B
$3.02M 0.93%
43,876
-1,428
-3% -$94.7K
SMR icon
46
NuScale Power
SMR
$3.8B
$2.94M 0.9%
81,606
+1,319
+2% +$52.6K
MRSH
47
Marsh
MRSH
$91B
$2.71M 0.83%
13,425
-214
-2% -$44K
TYL icon
48
Tyler Technologies
TYL
$13.1B
$2.63M 0.8%
5,021
+76
+2% +$42.7K
COIN icon
49
Coinbase
COIN
$39.4B
$2.62M 0.8%
7,771
+172
+2% +$58.3K
VRT icon
50
Vertiv
VRT
$105B
$2.59M 0.79%
17,176
+357
+2% +$47.6K
1
2
3 4

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Bouvel Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Bouvel Investment Partners held 81 positions worth $327M, up 10% from $296M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Bouvel Investment Partners's Q3 2025 filing shows 8 new, 31 increased, 39 reduced and 3 closed positions. Its largest new stake was Snowflake: 25,020 shares worth $5.64M. The largest sale was Palantir, an estimated $6.54M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, down from 38% a quarter earlier, followed by Industrials and Healthcare.

  • Bouvel Investment Partners's largest Q3 2025 buy was Snowflake: 25,020 shares worth $5.64M.
  • Bouvel Investment Partners added most to iShares 1-3 Year Treasury Bond ETF in Q3 2025, an estimated $4.01M increase.
  • Bouvel Investment Partners's biggest Q3 2025 reduction was Palantir, cutting an estimated $6.54M.
  • Bouvel Investment Partners fully exited Autodesk in Q3 2025, selling an estimated $3.73M.
  • Bouvel Investment Partners's ten largest holdings make up 32% of its $327M portfolio in Q3 2025.
  • Bouvel Investment Partners opened 8 new positions and closed 3 in Q3 2025.
  • Bouvel Investment Partners's portfolio value rose 10% quarter-over-quarter to $327M.

Based on Bouvel Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.