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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
+3.98%
1 Year Est. Return
+70.77%
3 Year Est. Return
+187.45%
5 Year Est. Return
+196.74%
10 Year Est. Return
–
AUM
$347M
AUM Growth
+$20.2M
Cap. Flow
+$19.3M
Cap. Flow %
5.56%
Top 10 Hldgs %
33.41%
Holding
88
New
10
Increased
44
Reduced
26
Closed
8

Top Buys

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$8.02M
2
IBM icon
IBM
IBM
+$6.96M
3
BA icon
Boeing
BA
+$5.53M
4
APH icon
Amphenol
APH
+$4.36M
5
DDOG icon
Datadog
DDOG
+$4.05M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$4.5M
2
SNPS icon
Synopsys
SNPS
+$3.86M
3
PLTR icon
Palantir
PLTR
+$3.84M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.49M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.54M

Sector Composition

Rank Sector Weight
1 Technology 36.85%
2 Industrials 14.93%
3 Healthcare 7.81%
4 Communication Services 4.01%
5 Financials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
26
Salesforce
CRM
$158B
$5.27M 1.52%
19,905
+327
+2% +$81.3K
KTOS icon
27
Kratos Defense & Security Solutions
KTOS
$11.4B
$4.79M 1.38%
63,104
-102
-0.2% -$8.35K
ETN icon
28
Eaton
ETN
$174B
$4.78M 1.38%
15,022
+258
+2% +$91.4K
IWF icon
29
iShares Russell 1000 Growth ETF
IWF
$128B
$4.75M 1.37%
40,104
-648
-2% -$76.8K
PLTR icon
30
Palantir
PLTR
$413B
$4.66M 1.34%
26,208
-21,220
-45% -$3.84M
UBER icon
31
Uber
UBER
$153B
$4.47M 1.29%
54,651
+800
+1% +$72K
APH icon
32
Amphenol
APH
$209B
$4.4M 1.27%
+32,594
New +$4.36M
BSX icon
33
Boston Scientific
BSX
$71.5B
$4.4M 1.27%
46,142
+686
+2% +$67.3K
TER icon
34
Teradyne
TER
$59.3B
$4.37M 1.26%
22,575
-52
-0.2% -$8.92K
FSLR icon
35
First Solar
FSLR
$26.9B
$4.26M 1.23%
16,322
+13
+0.1% +$3.28K
MTZ icon
36
MasTec
MTZ
$21.9B
$4.25M 1.23%
19,555
-95
-0.5% -$19.9K
IVW icon
37
iShares S&P 500 Growth ETF
IVW
$77.6B
$3.92M 1.13%
31,824
-1,435
-4% -$176K
LITE icon
38
Lumentum
LITE
$69.3B
$3.82M 1.1%
10,360
-75
-0.7% -$19.3K
MINT icon
39
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$3.8M 1.1%
37,898
+6,280
+20% +$631K
PRF icon
40
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$3.73M 1.08%
79,589
+3,725
+5% +$172K
HON icon
41
Honeywell
HON
$78B
$3.61M 1.04%
18,505
-835
-4% -$163K
DDOG icon
42
Datadog
DDOG
$84B
$3.48M 1%
+25,599
New +$4.05M
PWR icon
43
Quanta Services
PWR
$101B
$3.18M 0.92%
7,538
-56
-0.7% -$24.6K
QBTS icon
44
D-Wave Quantum Inc. Common Stock
QBTS
$7.73B
$3.13M 0.9%
119,871
-28,466
-19% -$829K
FVAL icon
45
Fidelity Value Factor ETF
FVAL
$1.38B
$3.03M 0.87%
41,980
-1,896
-4% -$134K
VRT icon
46
Vertiv
VRT
$105B
$2.77M 0.8%
17,098
-78
-0.5% -$13.5K
VICR icon
47
Vicor
VICR
$10.2B
$2.65M 0.76%
24,183
+85
+0.4% +$7.23K
SYM icon
48
Symbotic
SYM
$5.22B
$2.63M 0.76%
44,282
-197
-0.4% -$13K
MRSH
49
Marsh
MRSH
$91.5B
$2.53M 0.73%
13,651
+226
+2% +$42.2K
SMCI icon
50
Super Micro Computer
SMCI
$20.1B
$2.45M 0.71%
83,634
+36,625
+78% +$1.51M
1
2
3 4

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Bouvel Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Bouvel Investment Partners held 88 positions worth $347M, up 6.2% from $327M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Bouvel Investment Partners deployed $19.3M of net new capital in Q4 2025, opening 10 new positions and adding to 44 existing holdings. Its largest new stake was IBM: 23,239 shares worth $6.88M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Palantir, an estimated $3.84M trimmed.

  • Bouvel Investment Partners's largest Q4 2025 buy was IBM: 23,239 shares worth $6.88M.
  • Bouvel Investment Partners added most to PIMCO Active Bond Exchange-Traded Fund in Q4 2025, an estimated $8.02M increase.
  • Bouvel Investment Partners's biggest Q4 2025 reduction was Palantir, cutting an estimated $3.84M.
  • Bouvel Investment Partners fully exited Fiserv Inc in Q4 2025, selling an estimated $4.5M.
  • Bouvel Investment Partners's ten largest holdings make up 33% of its $347M portfolio in Q4 2025.
  • Bouvel Investment Partners opened 10 new positions and closed 8 in Q4 2025.
  • Bouvel Investment Partners's portfolio value rose 6.2% quarter-over-quarter to $347M.

Based on Bouvel Investment Partners's 13F filing for Q4 2025, filed 23 Jan 2026.