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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
IMCG icon
51
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.11B
$2.54M 0.78%
+30,668
New +$2.5M
MRCY icon
52
Mercury Systems
MRCY
$6.52B
$2.43M 0.75%
31,459
+651
+2% +$40.5K
SYM icon
53
Symbotic
SYM
$5.21B
$2.4M 0.73%
44,479
+336
+0.8% +$17K
CRWD icon
54
CrowdStrike
CRWD
$229B
$2.38M 0.73%
19,392
+396
+2% +$45K
SMCI icon
55
Super Micro Computer
SMCI
$20.4B
$2.25M 0.69%
47,009
-372
-0.8% -$17.8K
JPIB icon
56
JPMorgan International Bond Opportunities ETF
JPIB
$2.13B
$2.24M 0.69%
45,697
+2,174
+5% +$106K
ZS icon
57
Zscaler
ZS
$28.6B
$2.22M 0.68%
7,419
+144
+2% +$41.1K
CRSP icon
58
CRISPR Therapeutics
CRSP
$5.17B
$2.06M 0.63%
31,747
+586
+2% +$33.6K
JOBY icon
59
Joby Aviation
JOBY
$8.71B
$1.98M 0.61%
122,666
+2,555
+2% +$38.8K
LITE icon
60
Lumentum
LITE
$63.3B
$1.7M 0.52%
+10,435
New +$1.3M
DGRO icon
61
iShares Core Dividend Growth ETF
DGRO
$43.7B
$1.68M 0.51%
24,623
-798
-3% -$52.7K
AEHR icon
62
Aehr Test Systems
AEHR
$3.46B
$1.66M 0.51%
55,077
+275
+0.5% +$5.96K
PYPL icon
63
PayPal
PYPL
$50.5B
$1.56M 0.48%
23,293
+263
+1% +$18.5K
MPWR icon
64
Monolithic Power Systems
MPWR
$67.9B
$1.43M 0.44%
1,556
+33
+2% +$26.8K
ITOT icon
65
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$1.34M 0.41%
9,188
-232
-2% -$32.5K
EOSE icon
66
Eos Energy Enterprises
EOSE
$1.47B
$1.26M 0.39%
+110,817
New +$758K
SRTA
67
Strata Critical Medical Inc
SRTA
$525M
$1.25M 0.38%
246,233
-9,237
-4% -$40.8K
VICR icon
68
Vicor
VICR
$9.63B
$1.2M 0.37%
24,098
+796
+3% +$38.8K
TWLO icon
69
Twilio
TWLO
$38B
$1.18M 0.36%
+11,753
New +$1.32M
HUBS icon
70
HubSpot
HUBS
$10.8B
$827K 0.25%
1,768
+29
+2% +$14.6K
CERS icon
71
Cerus
CERS
$508M
$789K 0.24%
496,189
+10,126
+2% +$13.7K
INDI icon
72
indie Semiconductor
INDI
$786M
$777K 0.24%
190,912
+9,940
+5% +$41K
AUR icon
73
Aurora
AUR
$13.7B
$773K 0.24%
143,462
+10,376
+8% +$60.9K
VOT icon
74
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.7B
$736K 0.23%
2,505
-43
-2% -$12.4K
ADPT icon
75
Adaptive Biotechnologies
ADPT
$4.05B
$641K 0.2%
42,878
+904
+2% +$11K
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.