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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
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.37B
$22.1M 6.38%
237,842
+85,742
+56% +$8.02M
EVTR icon
2
Eaton Vance Total Return Bond ETF
EVTR
$5.6B
$13.7M 3.96%
266,424
+24,997
+10% +$1.29M
AVGO icon
3
Broadcom
AVGO
$1.84T
$12.5M 3.59%
36,010
+835
+2% +$299K
CGDV icon
4
Capital Group Dividend Value ETF
CGDV
$37.4B
$12.2M 3.53%
280,688
+19,387
+7% +$832K
NVDA icon
5
NVIDIA
NVDA
$4.77T
$11.8M 3.41%
63,378
+456
+0.7% +$84.9K
AMZN icon
6
Amazon
AMZN
$2.91T
$9.71M 2.8%
42,061
+699
+2% +$160K
MSFT icon
7
Microsoft
MSFT
$3.37T
$9.59M 2.76%
19,826
+320
+2% +$160K
JEPI icon
8
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
$8.33M 2.4%
145,588
+9,907
+7% +$566K
ISRG icon
9
Intuitive Surgical
ISRG
$125B
$8.21M 2.37%
14,505
+251
+2% +$134K
GE icon
10
GE Aerospace
GE
$372B
$7.65M 2.2%
24,823
+381
+2% +$115K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.28T
$7.57M 2.18%
24,181
+407
+2% +$116K
LLY icon
12
Eli Lilly
LLY
$1.01T
$7.33M 2.11%
6,818
+90
+1% +$86.1K
IBM icon
13
IBM
IBM
$206B
$6.88M 1.98%
+23,239
New +$6.96M
INTU icon
14
Intuit
INTU
$85.5B
$6.47M 1.87%
9,775
+169
+2% +$112K
SHY icon
15
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$6.44M 1.86%
77,804
+3,860
+5% +$320K
CGMS icon
16
Capital Group US Multi-Sector Income ETF
CGMS
$5.17B
$6.41M 1.85%
231,976
+20,104
+9% +$557K
KKR icon
17
KKR & Co
KKR
$89.6B
$6.36M 1.83%
49,876
+786
+2% +$97.8K
META icon
18
Meta Platforms (Facebook)
META
$1.4T
$6.34M 1.83%
9,608
+170
+2% +$114K
INTC icon
19
Intel
INTC
$466B
$6.32M 1.82%
171,248
+2,854
+2% +$108K
IWY icon
20
iShares Russell Top 200 Growth ETF
IWY
$15.7B
$6.24M 1.8%
22,540
-252
-1% -$69.8K
MRVL icon
21
Marvell Technology
MRVL
$171B
$6.16M 1.78%
72,543
+942
+1% +$82.5K
BA icon
22
Boeing
BA
$167B
$5.84M 1.68%
+26,892
New +$5.53M
PANW icon
23
Palo Alto Networks
PANW
$265B
$5.74M 1.65%
31,146
+516
+2% +$104K
SNOW icon
24
Snowflake
SNOW
$103B
$5.58M 1.61%
25,453
+433
+2% +$106K
RTX icon
25
RTX Corp
RTX
$287B
$5.3M 1.53%
28,920
+324
+1% +$56.3K
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.