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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
ILMN icon
76
Illumina
ILMN
$29B
$582K 0.18%
6,129
+136
+2% +$13.5K
DVY icon
77
iShares Select Dividend ETF
DVY
$23.6B
$318K 0.1%
2,237
-98
-4% -$13.6K
PLUG icon
78
Plug Power
PLUG
$2.94B
$35K 0.01%
+15,000
New +$25.4K
ADBE icon
79
Adobe
ADBE
$109B
– –
-4,750
Closed -$1.84M
ADSK icon
80
Autodesk
ADSK
$54.1B
– –
-12,033
Closed -$3.73M
TBF icon
81
ProShares Short 20+ Year Treasury ETF
TBF
$107M
– –
-80,967
Closed -$1.96M
1 2 3
4

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AC
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CMP
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DBG
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TC
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FWSM
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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.