Bouvel Investment Partners, LLC Top Holdings and 13F Report (2025) About Bouvel Investment Partners, LLCInvestment ActivityBouvel Investment Partners, LLC has $326.67 million in total holdings as of September 30, 2025.Bouvel Investment Partners, LLC owns shares of 78 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 9.14% of the portfolio was purchased this quarter.About 7.08% of the portfolio was sold this quarter.This quarter, Bouvel Investment Partners, LLC has purchased 73 new stocks and bought additional shares in 31 stocks.Bouvel Investment Partners, LLC sold shares of 39 stocks and completely divested from 3 stocks this quarter.Largest Holdings PIMCO ETF TR $14,198,535MORGAN STANLEY ETF TRUST $12,421,419NVIDIA $11,739,987Broadcom $11,604,584Capital Group Dividend Value ETF $10,982,481 Largest New Holdings this Quarter 458140100 - Intel $5,649,619 Holding833445109 - Snowflake $5,643,261 Holding464287614 - iShares Russell 1000 Growth ETF $4,772,161 Holding464288307 - iShares Morningstar Mid-Cap Growth ETF $2,537,164 Holding55024U109 - Lumentum $1,697,879 Holding Largest Purchases this Quarter Intel 168,394 shares (about $5.65M)Snowflake 25,020 shares (about $5.64M)iShares Russell 1000 Growth ETF 10,188 shares (about $4.77M)iShares 1-3 Year Treasury Bond ETF 48,463 shares (about $4.02M)iShares Morningstar Mid-Cap Growth ETF 30,668 shares (about $2.54M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 40,325 shares (about $7.36M)NVIDIA 14,039 shares (about $2.62M)Kratos Defense & Security Solutions 19,932 shares (about $1.82M)MORGAN STANLEY ETF TRUST 9,720 shares (about $500.09K)Capital Group Dividend Value ETF 8,653 shares (about $363.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBouvel Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPIMCO ETF TR$14,198,535$1,713,159 ▲13.7%152,1004.3%ACTIVE BD ETFMORGAN STANLEY ETF TRUST$12,421,419$500,094 ▼-3.9%241,4273.8%EATON VANCE TOTANVDANVIDIA$11,739,987$2,619,397 ▼-18.2%62,9223.6%Computer and TechnologyAVGOBroadcom$11,604,584$117,448 ▼-1.0%35,1753.6%Computer and TechnologyCGDVCapital Group Dividend Value ETF$10,982,481$363,686 ▼-3.2%261,3013.4%ETFMSFTMicrosoft$10,102,874$154,863 ▼-1.5%19,5063.1%Computer and TechnologyAMZNAmazon.com$9,081,854$156,993 ▼-1.7%41,3622.8%Retail/WholesalePALANTIR TECHNOLOGIES INC$8,651,725$7,356,009 ▼-46.0%47,4282.6%CL AJEPIJPMorgan Equity Premium Income ETF$7,747,385$362,242 ▼-4.5%135,6812.4%ETFGEGE Aerospace$7,352,642$64,977 ▼-0.9%24,4422.3%AerospaceMETAMeta Platforms$6,931,078$78,579 ▼-1.1%9,4382.1%Computer and TechnologyINTUIntuit$6,559,692$110,626 ▼-1.7%9,6062.0%Computer and TechnologyKKRKKR & Co. Inc.$6,379,246$71,083 ▼-1.1%49,0902.0%FinanceISRGIntuitive Surgical$6,374,593$32,647 ▼-0.5%14,2542.0%MedicalIWYiShares Russell Top 200 Growth ETF$6,237,031$178,967 ▼-2.8%22,7921.9%ETFPANWPalo Alto Networks$6,236,779$90,813 ▼-1.4%30,6301.9%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$6,134,394$4,020,490 ▲190.2%73,9441.9%ManufacturingMRVLMarvell Technology$6,019,454$86,339 ▼-1.4%71,6011.8%Computer and TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$5,879,448$210,484 ▼-3.5%211,8721.8%ETFGOOGLAlphabet$5,779,459$84,356 ▼-1.4%23,7741.8%Computer and TechnologyKTOSKratos Defense & Security Solutions$5,775,087$1,821,173 ▼-24.0%63,2061.8%AerospaceINTCIntel$5,649,619$5,649,619 ▲New Holding168,3941.7%Computer and TechnologySNOWSnowflake$5,643,261$5,643,261 ▲New Holding25,0201.7%Computer and TechnologyETNEaton$5,525,427$87,575 ▼-1.6%14,7641.7%IndustrialsUBERUber Technologies$5,275,782$92,190 ▼-1.7%53,8511.6%Computer and TechnologyLLYEli Lilly and Company$5,133,464$6,867 ▼-0.1%6,7281.6%MedicalRTXRTX$4,784,969$80,820 ▼-1.7%28,5961.5%AerospaceIWFiShares Russell 1000 Growth ETF$4,772,161$4,772,161 ▲New Holding10,1881.5%ETFCRMSalesforce$4,639,868$27,965 ▼-0.6%19,5781.4%Computer and TechnologyALCCAltC Acquisition$4,584,644$73,006 ▲1.6%41,0701.4%EnergyFIFiserv$4,504,556$46,802 ▼-1.0%34,9381.4%Business ServicesBSXBoston Scientific$4,437,869$48,034 ▼-1.1%45,4561.4%MedicalMTZMasTec$4,181,717$87,891 ▲2.1%19,6501.3%ConstructionIVWiShares S&P 500 Growth ETF$4,015,026$132,188 ▼-3.2%33,2591.2%ETFSNPSSynopsys$3,864,724$66,608 ▼-1.7%7,8331.2%Computer and TechnologyHONHoneywell International$3,836,889$70,305 ▼-1.8%18,2281.2%Multi-Sector ConglomeratesQBTSD-Wave Quantum$3,665,407$45,590 ▲1.3%148,3371.1%Computer and TechnologyFSLRFirst Solar$3,596,624$42,562 ▲1.2%16,3091.1%EnergyPFFiShares Preferred and Income Securities ETF$3,490,469$138,211 ▲4.1%110,3881.1%ETFPRFInvesco RAFI US 1000 ETF$3,429,789$90,645 ▼-2.6%75,8641.0%ETFTEMPUS AI INC$3,267,383$44,310 ▲1.4%40,4831.0%CL AMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,183,616$82,364 ▼-2.5%31,6181.0%ETFPWRQuanta Services$3,147,105$74,181 ▲2.4%7,5941.0%ConstructionTERTeradyne$3,114,380$61,112 ▲2.0%22,6271.0%Computer and TechnologyFVALFidelity Value Factor ETF$3,021,740$98,346 ▼-3.2%43,8760.9%ETFSMRNuScale Power$2,937,816$47,484 ▲1.6%81,6060.9%Computer and TechnologyMMCMarsh & McLennan Companies$2,705,540$43,127 ▼-1.6%13,4250.8%FinanceTYLTyler Technologies$2,626,525$39,756 ▲1.5%5,0210.8%Computer and TechnologyCOINCoinbase Global$2,622,635$58,048 ▲2.3%7,7710.8%FinanceVRTVertiv$2,591,171$53,857 ▲2.1%17,1760.8%Computer and TechnologyIMCGiShares Morningstar Mid-Cap Growth ETF$2,537,164$2,537,164 ▲New Holding30,6680.8%ETFMRCYMercury Systems$2,434,927$50,387 ▲2.1%31,4590.7%AerospaceSYMSymbotic$2,397,418$18,110 ▲0.8%44,4790.7%Business ServicesCRWDCrowdStrike$2,377,362$48,548 ▲2.1%4,8480.7%Computer and TechnologySUPER MICRO COMPUTER INC$2,253,611$17,834 ▼-0.8%47,0090.7%COM NEWJPIBJPMorgan International Bond Opportunities ETF$2,240,524$106,591 ▲5.0%45,6970.7%ETFZSZscaler$2,223,178$43,151 ▲2.0%7,4190.7%Computer and TechnologyCRSPCRISPR Therapeutics$2,057,523$37,979 ▲1.9%31,7470.6%MedicalJOBYJoby Aviation$1,979,829$41,238 ▲2.1%122,6660.6%TransportationLITELumentum$1,697,879$1,697,879 ▲New Holding10,4350.5%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,676,334$54,328 ▼-3.1%24,6230.5%ETFAEHRAehr Test Systems$1,658,368$8,280 ▲0.5%55,0770.5%Computer and TechnologyPYPLPayPal$1,562,029$17,637 ▲1.1%23,2930.5%Business ServicesMPWRMonolithic Power Systems$1,432,516$30,381 ▲2.2%1,5560.4%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,338,232$33,791 ▼-2.5%9,1880.4%ETFEOSEEos Energy Enterprises$1,262,206$1,262,206 ▲New Holding110,8170.4%IndustrialsBLDEBlade Air Mobility$1,245,939$46,739 ▼-3.6%246,2330.4%Business ServicesVICRVicor$1,198,153$39,577 ▲3.4%24,0980.4%Computer and TechnologyTWLOTwilio$1,176,358$1,176,358 ▲New Holding11,7530.4%Computer and TechnologyHUBSHubSpot$827,070$13,566 ▲1.7%1,7680.3%Computer and TechnologyCERSCerus$788,941$16,100 ▲2.1%496,1890.2%MedicalINDIindie Semiconductor$777,012$40,456 ▲5.5%190,9120.2%Computer and TechnologyAURAurora Innovation$773,260$55,927 ▲7.8%143,4620.2%Business ServicesVOTVanguard Mid-Cap Growth ETF$735,944$12,633 ▼-1.7%2,5050.2%ETFADPTAdaptive Biotechnologies$641,447$13,524 ▲2.2%42,8780.2%MedicalILMNIllumina$582,071$12,916 ▲2.3%6,1290.2%MedicalDVYiShares Select Dividend ETF$317,878$13,926 ▼-4.2%2,2370.1%ETFPLUGPlug Power$34,950$34,950 ▲New Holding15,0000.0%IndustrialsADSKAutodesk$0$3,725,056 ▼-100.0%00.0%Computer and TechnologyTBFProShares Short 20+ Year Treasury$0$1,956,972 ▼-100.0%00.0%ETFADBEAdobe$0$1,837,680 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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