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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
(+6.2%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
5.56%
Top 10 Holdings %
Top 10 Hldgs %
33.41%
Holding
88
New
10
Increased
44
Reduced
26
Closed
8
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$8.02M |
| 2 |
IBM
IBM
|
+$6.96M |
| 3 |
Boeing
BA
|
+$5.53M |
| 4 |
Amphenol
APH
|
+$4.36M |
| 5 |
Datadog
DDOG
|
+$4.05M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FISV
Fiserv Inc
FISV
|
+$4.5M |
| 2 |
Synopsys
SNPS
|
+$3.86M |
| 3 |
Palantir
PLTR
|
+$3.84M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$3.49M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Plug Power
PLUG
$2.94B
| $683K | 0.2% |
346,556
+331,556
| +2,210% | +$866K |
|
77
iShares Select Dividend ETF
DVY
$23.6B
| $358K | 0.1% |
2,539
+302
| +14% | +$42.7K |
|
78
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
| $304K | 0.09% |
+4,525
| New | +$304K |
|
79
iShares Core MSCI EAFE ETF
IEFA
$195B
| $218K | 0.06% |
+2,437
| New | +$215K |
|
|
SOLS
80
Solstice Advanced Materials
SOLS
$9.58B
| $215K | 0.06% |
+4,432
| New | +$209K |
|
81
Aurora
AUR
$13.7B
| – | – |
-143,462
| Closed | -$773K |
|
82
Cerus
CERS
$508M
| – | – |
-496,189
| Closed | -$789K |
|
|
FISV
83
Fiserv Inc
FISV
$27.8B
| – | – |
-34,938
| Closed | -$4.5M |
|
84
HubSpot
HUBS
$10.8B
| – | – |
-1,768
| Closed | -$827K |
|
85
Illumina
ILMN
$29B
| – | – |
-6,129
| Closed | -$582K |
|
|
86
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.11B
| – | – |
-30,668
| Closed | -$2.54M |
|
|
87
iShares Preferred and Income Securities ETF
PFF
$13.2B
| – | – |
-110,388
| Closed | -$3.49M |
|
|
88
Synopsys
SNPS
$78.8B
| – | – |
-7,833
| Closed | -$3.86M |
|
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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.