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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
+25.15%
1 Year Est. Return
+70.77%
3 Year Est. Return
+187.45%
5 Year Est. Return
+196.74%
10 Year Est. Return
–
AUM
$296M
AUM Growth
+$29.7M
Cap. Flow
-$6.94M
Cap. Flow %
-2.35%
Top 10 Hldgs %
35.39%
Holding
99
New
22
Increased
27
Reduced
24
Closed
26

Top Buys

Rank Stock Value
1
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$9.78M
2
AVGO icon
Broadcom
AVGO
+$7.72M
3
FISV
Fiserv Inc
FISV
+$6.4M
4
KKR icon
KKR & Co
KKR
+$5.81M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.22M

Top Sells

Rank Stock Value
1
AXP icon
American Express
AXP
+$7.84M
2
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$5.83M
3
TTD icon
Trade Desk
TTD
+$3.61M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.52M
5
SPSC icon
SPS Commerce
SPSC
+$3.51M

Sector Composition

Rank Sector Weight
1 Technology 37.52%
2 Industrials 13.6%
3 Healthcare 8.39%
4 Financials 4.72%
5 Communication Services 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVTR icon
1
Eaton Vance Total Return Bond ETF
EVTR
$5.64B
$12.8M 4.32%
251,147
+10,244
+4% +$516K
BOND icon
2
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
$12.3M 4.17%
133,748
+9,989
+8% +$909K
NVDA icon
3
NVIDIA
NVDA
$4.6T
$12.2M 4.11%
76,961
+2,408
+3% +$303K
PLTR icon
4
Palantir
PLTR
$295B
$12M 4.05%
87,753
-26,366
-23% -$3.09M
CGDV icon
5
Capital Group Dividend Value ETF
CGDV
$36.8B
$10.7M 3.61%
+269,954
New +$9.78M
MSFT icon
6
Microsoft
MSFT
$2.9T
$9.85M 3.33%
19,805
+338
+2% +$147K
AVGO icon
7
Broadcom
AVGO
$1.76T
$9.79M 3.31%
+35,531
New +$7.72M
AMZN icon
8
Amazon
AMZN
$2.44T
$9.23M 3.12%
42,077
+596
+1% +$118K
JEPI icon
9
JPMorgan Equity Premium Income ETF
JEPI
$45.5B
$8.07M 2.73%
142,025
-36,815
-21% -$2.04M
ISRG icon
10
Intuitive Surgical
ISRG
$127B
$7.79M 2.63%
14,327
+377
+3% +$197K
INTU icon
11
Intuit
INTU
$91.1B
$7.69M 2.6%
9,768
+85
+0.9% +$57.5K
META icon
12
Meta Platforms (Facebook)
META
$1.49T
$7.05M 2.38%
9,545
+56
+0.6% +$34.6K
KKR icon
13
KKR & Co
KKR
$89.1B
$6.6M 2.23%
+49,637
New +$5.81M
PANW icon
14
Palo Alto Networks
PANW
$256B
$6.36M 2.15%
31,076
+15,793
+103% +$2.93M
GE icon
15
GE Aerospace
GE
$364B
$6.35M 2.15%
24,658
+277
+1% +$60.8K
FISV
16
Fiserv Inc
FISV
$29.7B
$6.09M 2.06%
+35,301
New +$6.4M
CGMS icon
17
Capital Group US Multi-Sector Income ETF
CGMS
$5.2B
$6.06M 2.05%
219,457
+3,081
+1% +$83.5K
IWY icon
18
iShares Russell Top 200 Growth ETF
IWY
$15.2B
$5.78M 1.96%
+23,446
New +$5.22M
MRVL icon
19
Marvell Technology
MRVL
$147B
$5.62M 1.9%
72,628
+2,689
+4% +$168K
CRM icon
20
Salesforce
CRM
$154B
$5.37M 1.82%
19,696
+176
+0.9% +$47.1K
ETN icon
21
Eaton
ETN
$141B
$5.35M 1.81%
14,998
+319
+2% +$98.2K
LLY icon
22
Eli Lilly
LLY
$1.08T
$5.25M 1.78%
6,737
+199
+3% +$155K
UBER icon
23
Uber
UBER
$145B
$5.11M 1.73%
54,792
+457
+0.8% +$37.6K
BSX icon
24
Boston Scientific
BSX
$68.4B
$4.94M 1.67%
45,948
+800
+2% +$80.9K
HON icon
25
Honeywell
HON
$76.4B
$4.32M 1.46%
19,694
+366
+2% +$74.1K
1
2 3 4

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Bouvel Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Bouvel Investment Partners held 99 positions worth $296M, up 11% from $266M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Bouvel Investment Partners's Q2 2025 filing shows 22 new, 27 increased, 24 reduced and 26 closed positions. Its largest new stake was Capital Group Dividend Value ETF: 269,954 shares worth $10.7M. The largest sale was American Express, an estimated $7.84M.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 36% a quarter earlier, followed by Industrials and Healthcare.

  • Bouvel Investment Partners's largest Q2 2025 buy was Capital Group Dividend Value ETF: 269,954 shares worth $10.7M.
  • Bouvel Investment Partners added most to Palo Alto Networks in Q2 2025, an estimated $2.93M increase.
  • Bouvel Investment Partners's biggest Q2 2025 reduction was Palantir, cutting an estimated $3.09M.
  • Bouvel Investment Partners fully exited American Express in Q2 2025, selling an estimated $7.84M.
  • Bouvel Investment Partners's ten largest holdings make up 35% of its $296M portfolio in Q2 2025.
  • Bouvel Investment Partners opened 22 new positions and closed 26 in Q2 2025.
  • Bouvel Investment Partners's portfolio value rose 11% quarter-over-quarter to $296M.

Based on Bouvel Investment Partners's 13F filing for Q2 2025, filed 11 Jul 2025.