We are live on ! Find out more
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
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.37B
$14.2M 4.35%
152,100
+18,352
+14% +$1.69M
EVTR icon
2
Eaton Vance Total Return Bond ETF
EVTR
$5.61B
$12.4M 3.8%
241,427
-9,720
-4% -$497K
NVDA icon
3
NVIDIA
NVDA
$4.86T
$11.7M 3.59%
62,922
-14,039
-18% -$2.45M
AVGO icon
4
Broadcom
AVGO
$1.85T
$11.6M 3.55%
35,175
-356
-1% -$109K
CGDV icon
5
Capital Group Dividend Value ETF
CGDV
$37.7B
$11M 3.36%
261,301
-8,653
-3% -$356K
MSFT icon
6
Microsoft
MSFT
$3.45T
$10.1M 3.09%
19,506
-299
-2% -$153K
AMZN icon
7
Amazon
AMZN
$2.92T
$9.08M 2.78%
41,362
-715
-2% -$162K
PLTR icon
8
Palantir
PLTR
$295B
$8.65M 2.65%
47,428
-40,325
-46% -$6.54M
JEPI icon
9
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$7.75M 2.37%
135,681
-6,344
-4% -$360K
GE icon
10
GE Aerospace
GE
$374B
$7.35M 2.25%
24,442
-216
-0.9% -$59K
META icon
11
Meta Platforms (Facebook)
META
$1.42T
$6.93M 2.12%
9,438
-107
-1% -$79.6K
INTU icon
12
Intuit
INTU
$86.5B
$6.56M 2.01%
9,606
-162
-2% -$117K
KKR icon
13
KKR & Co
KKR
$91.1B
$6.38M 1.95%
49,090
-547
-1% -$77.6K
ISRG icon
14
Intuitive Surgical
ISRG
$127B
$6.37M 1.95%
14,254
-73
-0.5% -$35K
IWY icon
15
iShares Russell Top 200 Growth ETF
IWY
$15.9B
$6.24M 1.91%
22,792
-654
-3% -$169K
PANW icon
16
Palo Alto Networks
PANW
$270B
$6.24M 1.91%
30,630
-446
-1% -$85.4K
SHY icon
17
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$6.13M 1.88%
73,944
+48,463
+190% +$4.01M
MRVL icon
18
Marvell Technology
MRVL
$168B
$6.02M 1.84%
71,601
-1,027
-1% -$75.6K
CGMS icon
19
Capital Group US Multi-Sector Income ETF
CGMS
$5.18B
$5.88M 1.8%
211,872
-7,585
-3% -$210K
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.36T
$5.78M 1.77%
23,774
-347
-1% -$72.7K
KTOS icon
21
Kratos Defense & Security Solutions
KTOS
$8.74B
$5.78M 1.77%
63,206
-19,932
-24% -$1.28M
INTC icon
22
Intel
INTC
$455B
$5.65M 1.73%
+168,394
New +$4.08M
SNOW icon
23
Snowflake
SNOW
$102B
$5.64M 1.73%
+25,020
New +$5.37M
ETN icon
24
Eaton
ETN
$161B
$5.53M 1.69%
14,764
-234
-2% -$85.1K
UBER icon
25
Uber
UBER
$143B
$5.28M 1.62%
53,851
-941
-2% -$88K
1
2 3 4

Similar funds

EFMC
Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return
HBT
Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
CMP
Coston McIsaac & Partners Bar Harbor, Maine $443M AUM 6.68% 1-Year Est. Return
DBG
De Burlo Group Boston, Massachusetts $441M AUM 21.21% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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.