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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
JPIB icon
51
JPMorgan International Bond Opportunities ETF
JPIB
$2.13B
$2.44M 0.7%
50,163
+4,466
+10% +$218K
TEM
52
Tempus AI
TEM
$9.93B
$2.35M 0.68%
39,722
-761
-2% -$59.5K
MRCY icon
53
Mercury Systems
MRCY
$6.52B
$2.28M 0.66%
31,283
-176
-0.6% -$13.1K
TYL icon
54
Tyler Technologies
TYL
$13B
$2.28M 0.66%
5,025
+4
+0.1% +$1.91K
CRWD icon
55
CrowdStrike
CRWD
$229B
$2.26M 0.65%
19,272
-120
-0.6% -$15.3K
OKLO
56
Oklo
OKLO
$7.74B
$2.01M 0.58%
27,958
-13,112
-32% -$1.46M
MPWR icon
57
Monolithic Power Systems
MPWR
$67.9B
$1.95M 0.56%
2,146
+590
+38% +$568K
DGRO icon
58
iShares Core Dividend Growth ETF
DGRO
$43.7B
$1.9M 0.55%
27,371
+2,748
+11% +$189K
COIN icon
59
Coinbase
COIN
$39.2B
$1.74M 0.5%
7,706
-65
-0.8% -$19.4K
TWLO icon
60
Twilio
TWLO
$38B
$1.72M 0.5%
12,107
+354
+3% +$43.9K
ZS icon
61
Zscaler
ZS
$28.6B
$1.69M 0.49%
7,525
+106
+1% +$29.9K
CRSP icon
62
CRISPR Therapeutics
CRSP
$5.17B
$1.66M 0.48%
31,590
-157
-0.5% -$9.4K
JOBY icon
63
Joby Aviation
JOBY
$8.71B
$1.61M 0.46%
122,107
-559
-0.5% -$8.58K
ITOT icon
64
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$1.55M 0.45%
10,441
+1,253
+14% +$185K
PYPL icon
65
PayPal
PYPL
$50.5B
$1.37M 0.39%
23,445
+152
+0.7% +$9.87K
GRAL
66
GRAIL Inc
GRAL
$3.34B
$1.29M 0.37%
+15,061
New +$1.3M
EOSE icon
67
Eos Energy Enterprises
EOSE
$1.47B
$1.24M 0.36%
108,226
-2,591
-2% -$37.2K
SRTA
68
Strata Critical Medical Inc
SRTA
$525M
$1.17M 0.34%
243,672
-2,561
-1% -$12.4K
SMR icon
69
NuScale Power
SMR
$3.77B
$1.15M 0.33%
81,064
-542
-0.7% -$15.5K
EPAM icon
70
EPAM Systems
EPAM
$5.02B
$1.11M 0.32%
+5,436
New +$969K
AEHR icon
71
Aehr Test Systems
AEHR
$3.46B
$1.09M 0.31%
53,796
-1,281
-2% -$31K
INDI icon
72
indie Semiconductor
INDI
$786M
$1.02M 0.29%
289,498
+98,586
+52% +$432K
VOT icon
73
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.7B
$776K 0.22%
2,781
+276
+11% +$79K
QUBT icon
74
Quantum Computing Inc
QUBT
$2.01B
$716K 0.21%
+69,759
New +$993K
ADPT icon
75
Adaptive Biotechnologies
ADPT
$4.05B
$690K 0.2%
42,518
-360
-0.8% -$5.88K
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.